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Evolution Advisers’s American Electric Power AEP Stock Holding History

Evolution Advisers’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-130
Closed -$10.6K – 186
2023
Q4 		$11K Hold
130
– – 0.01% 146
2023
Q3 		$9K Hold
130
– – 0.01% 109
2023
Q2 		$10K Hold
130
– – 0.01% 112
2023
Q1 		$11K Hold
130
– – 0.01% 108
2022
Q4 		$12K Hold
130
– – 0.01% 112
2022
Q3 		$11K Hold
130
– – 0.01% 103
2022
Q2 		$12K Hold
130
– – 0.01% 104
2022
Q1 		$12K Hold
130
– – 0.01% 105
2021
Q4 		$11K Buy
+130
New +$11K 0.01% 90

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Advisers's AEP Position: Q1 2024 in Review

Evolution Advisers sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 130 shares — an estimated $10.6K sold.

Evolution Advisers first reported a position in AEP in Q4 2021 and held it in 9 quarters. The position peaked at $12K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Evolution Advisers reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Evolution Advisers sold 130 American Electric Power shares in Q1 2024, an estimated $10.6K.
  • Evolution Advisers first reported a position in American Electric Power in Q4 2021 and held it in 9 quarters.
  • Evolution Advisers's American Electric Power position peaked at $12K in Q4 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Evolution Advisers's 13F filing for Q1 2024, filed 3 May 2024.