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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return