HCM
AEP icon

Hall Capital Management’s American Electric Power AEP Stock Holding History

Hall Capital 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
Q2 		– Sell
-2,465
Closed -$224K – 94
2023
Q1 		$224K Sell
2,465
-135
-5% -$12.3K 0.13% 90
2022
Q4 		$247K Buy
2,600
+40
+2% +$3.64K 0.15% 86
2022
Q3 		$221K Sell
2,560
-8
-0.3% -$791 0.15% 88
2022
Q2 		$246K Buy
+2,568
New +$255K 0.16% 85
2020
Q4 		$288K Buy
3,460
+40
+1% +$3.47K 0.21% 77
2020
Q3 		$278K Sell
3,420
-15
-0.4% -$1.24K 0.22% 74
2020
Q2 		$274K Hold
3,435
– – 0.23% 73
2020
Q1 		$275K Sell
3,435
-35
-1% -$3.31K 0.28% 69
2019
Q4 		$328K Buy
3,470
+40
+1% +$3.69K 0.27% 70
2019
Q3 		$321K Buy
3,430
+270
+9% +$24.5K 0.28% 67
2019
Q2 		$278K Buy
3,160
+335
+12% +$28.9K 0.24% 72
2019
Q1 		$237K Buy
+2,825
New +$225K 0.21% 80
2018
Q1 		– Sell
-3,100
Closed -$228K – 83
2017
Q4 		$228K Hold
3,100
– – 0.2% 83
2017
Q3 		$218K Hold
3,100
– – 0.2% 83
2017
Q2 		$215K Hold
3,100
– – 0.2% 81
2017
Q1 		$208K Sell
3,100
-200
-6% -$13K 0.2% 79
2016
Q4 		$207K Buy
+3,300
New +$204K 0.2% 76
2015
Q2 		– Sell
-6,800
Closed -$382K – 78
2015
Q1 		$382K Hold
6,800
– – 0.4% 65
2014
Q4 		$412K Buy
+6,800
New +$389K 0.42% 63

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hall Capital Management's AEP Position: Q2 2023 in Review

Hall Capital Management sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 2,465 shares — an estimated $224K sold.

Hall Capital Management first reported a position in AEP in Q4 2014 and held it in 19 quarters. The position peaked at $412K in Q4 2014. 1,308 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Hall Capital Management reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Hall Capital Management sold 2,465 American Electric Power shares in Q2 2023, an estimated $224K.
  • Hall Capital Management first reported a position in American Electric Power in Q4 2014 and held it in 19 quarters.
  • Hall Capital Management's American Electric Power position peaked at $412K in Q4 2014.
  • 1,308 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Hall Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.