HIM
AEP icon

Hotaling Investment Management’s American Electric Power AEP Stock Holding History

Hotaling Investment 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
2022
Q4 		$1.51M Buy
15,937
+66
+0.4% +$6.01K 0.68% 49
2022
Q3 		$1.37M Buy
+15,871
New +$1.57M 0.66% 51
2021
Q1 		– Sell
-43,243
Closed -$3.6M – 114
2020
Q4 		$3.6M Buy
43,243
+8,422
+24% +$731K 1.68% 17
2020
Q3 		$2.85M Sell
34,821
-35
-0.1% -$2.88K 1.54% 20
2020
Q2 		$2.78M Buy
34,856
+488
+1% +$39.8K 1.6% 15
2020
Q1 		$2.75M Buy
34,368
+14,162
+70% +$1.34M 2.05% 13
2019
Q4 		$1.91M Buy
20,206
+215
+1% +$19.9K 1.1% 30
2019
Q3 		$1.87M Buy
19,991
+8,313
+71% +$755K 1.2% 28
2019
Q2 		$1.03M Buy
11,678
+261
+2% +$22.5K 0.66% 59
2019
Q1 		$956K Buy
11,417
+3,970
+53% +$316K 0.65% 60
2018
Q4 		$557K Buy
+7,447
New +$559K 0.45% 67

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Hotaling Investment Management's AEP Position: Q4 2022 in Review

Hotaling Investment Management increased its American Electric Power (AEP) stake by 0.42% in Q4 2022, buying an estimated $6.01K and bringing the position to 15,937 shares worth $1.51M. The position accounts for 0.68% of the portfolio, ranked #49.

Hotaling Investment Management first reported a position in AEP in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.6M in Q4 2020. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Hotaling Investment Management held 15,937 shares of American Electric Power worth $1.51M as of Q4 2022.
  • Hotaling Investment Management bought 66 American Electric Power shares in Q4 2022, an estimated $6.01K.
  • American Electric Power made up 0.68% of Hotaling Investment Management's portfolio in Q4 2022, its #49 holding.
  • Hotaling Investment Management first reported a position in American Electric Power in Q4 2018 and has held it in 11 quarters since.
  • Hotaling Investment Management's American Electric Power position peaked at $3.6M in Q4 2020.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.