Hobart Private Capital’s American Electric Power AEP Stock Holding History

Hobart Private 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
2021 Q1	–	Sell	-2,666	Closed	-$222K	–	135
2020 Q4	$222K	Sell	2,666 -50	-2%	-$4.34K	0.1%	139
2020 Q3	$222K	Sell	2,716 -678	-20%	-$55.8K	0.11%	131
2020 Q2	$270K	Buy	+3,394	New	+$277K	0.15%	135
2019 Q2	–	Sell	-5,155	Closed	-$432K	–	145
2019 Q1	$432K	Sell	5,155 -6,146	-54%	-$489K	0.33%	79
2018 Q4	$845K	Buy	11,301 +5,114	+83%	+$384K	0.72%	47
2018 Q3	$439K	Sell	6,187 -185	-3%	-$13.2K	0.34%	82
2018 Q2	$441K	Sell	6,372 -519	-8%	-$35K	0.36%	77
2018 Q1	$473K	Sell	6,891 -8	-0.1%	-$539	0.41%	73
2017 Q4	$508K	Buy	+6,899	New	+$515K	0.45%	71

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hobart Private Capital's AEP Position: Q1 2021 in Review

Hobart Private Capital sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 2,666 shares — an estimated $222K sold.

Hobart Private Capital first reported a position in AEP in Q4 2017 and held it in 9 quarters. The position peaked at $845K in Q4 2018. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

Hobart Private Capital reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
Hobart Private Capital sold 2,666 American Electric Power shares in Q1 2021, an estimated $222K.
Hobart Private Capital first reported a position in American Electric Power in Q4 2017 and held it in 9 quarters.
Hobart Private Capital's American Electric Power position peaked at $845K in Q4 2018.
1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Hobart Private Capital's 13F filing for Q1 2021, filed 11 Mar 2024.