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Harvest Portfolios Group’s American Electric Power AEP Stock Holding History

Harvest Portfolios Group’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
Q2 		– Sell
-54,175
Closed -$4.66M – 240
2024
Q1 		$4.66M Buy
+54,175
New +$4.4M 0.18% 91

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Harvest Portfolios Group's AEP Position: Q2 2024 in Review

Harvest Portfolios Group sold out of American Electric Power (AEP) in Q2 2024, closing a stake of 54,175 shares — an estimated $4.66M sold.

Harvest Portfolios Group first reported a position in AEP in Q1 2024 and held it in 1 quarter. The position peaked at $4.66M in Q1 2024. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • Harvest Portfolios Group reported no remaining American Electric Power position as of Q2 2024 after selling out during the quarter.
  • Harvest Portfolios Group sold 54,175 American Electric Power shares in Q2 2024, an estimated $4.66M.
  • Harvest Portfolios Group first reported a position in American Electric Power in Q1 2024 and held it in 1 quarter.
  • Harvest Portfolios Group's American Electric Power position peaked at $4.66M in Q1 2024.
  • 1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on Harvest Portfolios Group's 13F filing for Q2 2024, filed 13 Aug 2024.