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Horizons Wealth Management’s American Electric Power AEP Stock Holding History

Horizons Wealth 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
Q3 		– Sell
-26
Closed -$2.12K – 188
2023
Q2 		$2.19K Buy
+26
New +$2.3K ﹤0.01% 195

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Horizons Wealth Management's AEP Position: Q3 2023 in Review

Horizons Wealth Management sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 26 shares — an estimated $2.12K sold.

Horizons Wealth Management first reported a position in AEP in Q2 2023 and held it in 1 quarter. The position peaked at $2.19K in Q2 2023. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Horizons Wealth Management reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 26 American Electric Power shares in Q3 2023, an estimated $2.12K.
  • Horizons Wealth Management first reported a position in American Electric Power in Q2 2023 and held it in 1 quarter.
  • Horizons Wealth Management's American Electric Power position peaked at $2.19K in Q2 2023.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Horizons Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.