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Ground Swell Capital’s American Electric Power AEP Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-5,751
Closed -$505K – 156
2024
Q2 		$505K Sell
5,751
-2,955
-34% -$259K 0.49% 28
2024
Q1 		$750K Buy
+8,706
New +$708K 0.79% 13
2022
Q4 		– Sell
-3,575
Closed -$309K – 82
2022
Q3 		$309K Sell
3,575
-1,732
-33% -$171K 0.88% 29
2022
Q2 		$509K Buy
+5,307
New +$526K 0.93% 17
2021
Q3 		– Sell
-9,217
Closed -$780K – 68
2021
Q2 		$780K Buy
+9,217
New +$794K 4.23% 5
2021
Q1 		– Sell
-3,109
Closed -$259K – 100
2020
Q4 		$259K Buy
+3,109
New +$270K 1.15% 32
2014
Q3 		$48K Buy
+910
New +$48.1K 0.09% 227

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return