Executive Wealth Management’s American Electric Power AEP Stock Holding History

Executive Wealth Management’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 Q4	$1.58M	Sell	17,111 -313	-2%	-$30.3K	0.12%	120
2024 Q3	$1.79M	Buy	+17,424	New	+$1.7M	0.14%	120
2024 Q2	–	Sell	-13,285	Closed	-$1.12M	–	121
2024 Q1	$1.12M	Buy	13,285 +2,875	+28%	+$234K	0.1%	121
2023 Q4	$846K	Buy	+10,410	New	+$808K	0.08%	123
2019 Q3	–	Sell	-813	Closed	-$72K	–	146
2019 Q2	$72K	Buy	813 +137	+20%	+$11.8K	0.01%	245
2019 Q1	$57K	Sell	676 -591	-47%	-$47K	0.01%	244
2018 Q4	$95K	Buy	+1,267	New	+$95.1K	0.02%	206

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Executive Wealth Management's AEP Position: Q4 2024 in Review

Executive Wealth Management reduced its American Electric Power (AEP) stake by 1.8% in Q4 2024, selling an estimated $30.3K and leaving 17,111 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #120.

Executive Wealth Management first reported a position in AEP in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.79M in Q3 2024. 1,527 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

Executive Wealth Management held 17,111 shares of American Electric Power worth $1.58M as of Q4 2024.
Executive Wealth Management sold 313 American Electric Power shares in Q4 2024, an estimated $30.3K.
American Electric Power made up 0.12% of Executive Wealth Management's portfolio in Q4 2024, its #120 holding.
Executive Wealth Management first reported a position in American Electric Power in Q4 2018 and has held it in 7 quarters since.
Executive Wealth Management's American Electric Power position peaked at $1.79M in Q3 2024.
1,527 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.