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Horan Securities’s American Electric Power AEP Stock Holding History

Horan Securities’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
-116
Closed -$9.77K – 114
2023
Q2 		$9.77K Hold
116
– – ﹤0.01% 392
2023
Q1 		$10.6K Hold
116
– – 0.01% 368
2022
Q4 		$11K Hold
116
– – 0.01% 363
2022
Q3 		$10K Buy
116
+11
+10% +$1.09K 0.01% 345
2022
Q2 		$10K Hold
105
– – 0.01% 321
2022
Q1 		$10K Hold
105
– – 0.01% 318
2021
Q4 		$9K Buy
+105
New +$8.86K 0.01% 336
2021
Q2 		$9K Hold
105
– – 0.01% 313
2021
Q1 		$9K Sell
105
-31
-23% -$2.5K 0.01% 280
2020
Q4 		$11K Buy
+136
New +$11.8K 0.01% 242

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Horan Securities's AEP Position: Q3 2023 in Review

Horan Securities sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 116 shares — an estimated $9.77K sold.

Horan Securities first reported a position in AEP in Q4 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2022. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Horan Securities reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 116 American Electric Power shares in Q3 2023, an estimated $9.77K.
  • Horan Securities first reported a position in American Electric Power in Q4 2020 and held it in 10 quarters.
  • Horan Securities's American Electric Power position peaked at $11K in Q4 2022.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.