GWM
AEP icon

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

GSB 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
2023
Q3 		– Sell
-4,366
Closed -$368K – 194
2023
Q2 		$368K Buy
4,366
+96
+2% +$8.48K 0.12% 153
2023
Q1 		$388K Sell
4,270
-3,085
-42% -$282K 0.13% 156
2022
Q4 		$698K Buy
7,355
+14
+0.2% +$1.27K 0.25% 120
2022
Q3 		$635K Sell
7,341
-286
-4% -$28.3K 0.23% 127
2022
Q2 		$732K Buy
7,627
+5
+0.1% +$496 0.25% 127
2022
Q1 		$760K Buy
7,622
+15
+0.2% +$1.37K 0.22% 133
2021
Q4 		$677K Buy
7,607
+3,547
+87% +$299K 0.19% 141
2021
Q3 		$330K Sell
4,060
-4,075
-50% -$356K 0.17% 111
2021
Q2 		$688K Buy
8,135
+1,016
+14% +$87.5K 0.21% 136
2021
Q1 		$603K Buy
+7,119
New +$574K 0.2% 132
2020
Q1 		– Sell
-2,250
Closed -$213K – 41
2019
Q4 		$213K Hold
2,250
– – 0.88% 49
2019
Q3 		$211K Buy
+2,250
New +$204K 1.03% 47
2019
Q2 		– Sell
-4,250
Closed -$356K – 52
2019
Q1 		$356K Hold
4,250
– – 1.53% 24
2018
Q4 		$318K Hold
4,250
– – 1.68% 23
2018
Q3 		$301K Hold
4,250
– – 1.24% 34
2018
Q2 		$294K Hold
4,250
– – 1.39% 31
2018
Q1 		$292K Hold
4,250
– – 1.41% 31
2017
Q4 		$313K Hold
4,250
– – 1.41% 31
2017
Q3 		$299K Hold
4,250
– – 1.41% 31
2017
Q2 		$295K Hold
4,250
– – 1.33% 34
2017
Q1 		$285K Hold
4,250
– – 1.21% 42
2016
Q4 		$268K Buy
+4,250
New +$262K 1.05% 51

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

GSB Wealth Management's AEP Position: Q3 2023 in Review

GSB Wealth Management sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 4,366 shares — an estimated $368K sold.

GSB Wealth Management first reported a position in AEP in Q4 2016 and held it in 22 quarters. The position peaked at $760K in Q1 2022. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • GSB Wealth Management reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • GSB Wealth Management sold 4,366 American Electric Power shares in Q3 2023, an estimated $368K.
  • GSB Wealth Management first reported a position in American Electric Power in Q4 2016 and held it in 22 quarters.
  • GSB Wealth Management's American Electric Power position peaked at $760K in Q1 2022.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on GSB Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.