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

Gray 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 		$354K Buy
3,838
+5
+0.1% +$484 0.13% 94
2024
Q3 		$393K Buy
3,833
+5
+0.1% +$488 0.16% 84
2024
Q2 		$336K Buy
3,828
+6
+0.2% +$525 0.14% 87
2024
Q1 		$329K Buy
3,822
+194
+5% +$15.8K 0.15% 88
2023
Q4 		$295K Buy
3,628
+274
+8% +$21.3K 0.14% 88
2023
Q3 		$252K Buy
3,354
+9
+0.3% +$732 0.13% 100
2023
Q2 		$282K Buy
3,345
+12
+0.4% +$1.06K 0.14% 95
2023
Q1 		$303K Buy
3,333
+10
+0.3% +$915 0.17% 90
2022
Q4 		$316K Buy
3,323
+499
+18% +$45.4K 0.18% 83
2022
Q3 		$244K Buy
2,824
+4
+0.1% +$395 0.16% 89
2022
Q2 		$271K Buy
2,820
+4
+0.1% +$396 0.16% 85
2022
Q1 		$281K Buy
2,816
+5
+0.2% +$457 0.14% 91
2021
Q4 		$250K Buy
+2,811
New +$237K 0.12% 105

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
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

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

Gray Wealth Management increased its American Electric Power (AEP) stake by 0.13% in Q4 2024, buying an estimated $484 and bringing the position to 3,838 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #94.

Gray Wealth Management first reported a position in AEP in Q4 2021 and has held it in 13 quarters since. The position peaked at $393K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Gray Wealth Management held 3,838 shares of American Electric Power worth $354K as of Q4 2024.
  • Gray Wealth Management bought 5 American Electric Power shares in Q4 2024, an estimated $484.
  • American Electric Power made up 0.13% of Gray Wealth Management's portfolio in Q4 2024, its #94 holding.
  • Gray Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 13 quarters since.
  • Gray Wealth Management's American Electric Power position peaked at $393K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.