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Foster Dykema Cabot & Co’s American Electric Power AEP Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$70K Buy
930
+50
+6% +$4.07K 0.01% 154
2023
Q2 		$74K Buy
880
+477
+118% +$42.1K 0.01% 155
2023
Q1 		$37K Buy
+403
New +$36.9K ﹤0.01% 155
2021
Q1 		– Sell
-3,000
Closed -$250K – 94
2020
Q4 		$250K Buy
+3,000
New +$260K 0.04% 88

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Foster Dykema Cabot & Co's AEP Position: Q3 2023 in Review

Foster Dykema Cabot & Co increased its American Electric Power (AEP) stake by 5.7% in Q3 2023, buying an estimated $4.07K and bringing the position to 930 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #154.

Foster Dykema Cabot & Co first reported a position in AEP in Q4 2020 and has held it in 4 quarters since. The position peaked at $250K in Q4 2020. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Foster Dykema Cabot & Co held 930 shares of American Electric Power worth $70K as of Q3 2023.
  • Foster Dykema Cabot & Co bought 50 American Electric Power shares in Q3 2023, an estimated $4.07K.
  • American Electric Power made up 0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #154 holding.
  • Foster Dykema Cabot & Co first reported a position in American Electric Power in Q4 2020 and has held it in 4 quarters since.
  • Foster Dykema Cabot & Co's American Electric Power position peaked at $250K in Q4 2020.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.