Householder Group Estate & Retirement Specialist’s American Electric Power AEP Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$39K	Sell	423 -1,137	-73%	-$110K	0.03%	232
2024 Q3	$160K	Buy	1,560 +429	+38%	+$41.9K	0.05%	286
2024 Q2	$99K	Buy	1,131 +2	+0.2%	+$175	0.03%	353
2024 Q1	$97.2K	Buy	1,129 +35	+3%	+$2.85K	0.03%	350
2023 Q4	$88K	Buy	1,094 +2	+0.2%	+$155	0.03%	354
2023 Q3	$82.2K	Buy	+1,092	New	+$88.9K	0.03%	357
2023 Q1	$99K	Sell	1,089 -19	-2%	-$1.74K	0.04%	309
2022 Q4	$105K	Buy	1,108 +22	+2%	+$2K	0.16%	70
2022 Q3	$93K	Buy	+1,086	New	+$107K	0.04%	286

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AEP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its American Electric Power (AEP) stake by 73% in Q4 2024, selling an estimated $110K and leaving 423 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #232.

Householder Group Estate & Retirement Specialist first reported a position in AEP in Q3 2022 and has held it in 9 quarters since. The position peaked at $160K in Q3 2024. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 423 shares of American Electric Power worth $39K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,137 American Electric Power shares in Q4 2024, an estimated $110K.
American Electric Power made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #232 holding.
Householder Group Estate & Retirement Specialist first reported a position in American Electric Power in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's American Electric Power position peaked at $160K in Q3 2024.
1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.