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Hamilton Capital’s American Electric Power AEP Stock Holding History

Hamilton 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
2023
Q2 		– Sell
-3,119
Closed -$284K – 127
2023
Q1 		$284K Sell
3,119
-757
-20% -$69.2K 0.02% 86
2022
Q4 		$368K Buy
3,876
+758
+24% +$69K 0.02% 78
2022
Q3 		$270K Sell
3,118
-103
-3% -$10.2K 0.02% 73
2022
Q2 		$309K Buy
3,221
+31
+1% +$3.07K 0.02% 74
2022
Q1 		$318K Sell
3,190
-619
-16% -$56.6K 0.02% 77
2021
Q4 		$339K Buy
+3,809
New +$321K 0.03% 101

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

Hamilton Capital's AEP Position: Q2 2023 in Review

Hamilton Capital sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 3,119 shares — an estimated $284K sold.

Hamilton Capital first reported a position in AEP in Q4 2021 and held it in 6 quarters. The position peaked at $368K in Q4 2022. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Hamilton Capital reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Hamilton Capital sold 3,119 American Electric Power shares in Q2 2023, an estimated $284K.
  • Hamilton Capital first reported a position in American Electric Power in Q4 2021 and held it in 6 quarters.
  • Hamilton Capital's American Electric Power position peaked at $368K in Q4 2022.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Hamilton Capital's 13F filing for Q2 2023, filed 3 Aug 2023.