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	0.39%	28
2024 Q1	$750K	Buy	+8,706	New	+$708K	0.68%	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	3.71%	5
2021 Q1	–	Sell	-3,109	Closed	-$259K	–	100
2020 Q4	$259K	Buy	+3,109	New	+$270K	0.99%	32
2014 Q3	$48K	Buy	+910	New	+$48.1K	0.09%	227

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ground Swell Capital's AEP Position: Q3 2024 in Review

Ground Swell Capital sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 5,751 shares — an estimated $505K sold.

Ground Swell Capital first reported a position in AEP in Q3 2014 and held it in 7 quarters. The position peaked at $780K in Q2 2021. 1,494 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

Ground Swell Capital reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
Ground Swell Capital sold 5,751 American Electric Power shares in Q3 2024, an estimated $505K.
Ground Swell Capital first reported a position in American Electric Power in Q3 2014 and held it in 7 quarters.
Ground Swell Capital's American Electric Power position peaked at $780K in Q2 2021.
1,494 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.