Howland Capital Management’s American Electric Power AEP Stock Holding History

Howland Capital 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	-2,485	Closed	-$209K	–	245
2023 Q2	$209K	Hold	2,485	–	–	0.01%	251
2023 Q1	$226K	Hold	2,485	–	–	0.01%	247
2022 Q4	$236K	Hold	2,485	–	–	0.01%	234
2022 Q3	$215K	Buy	2,485 +94	+4%	+$9.29K	0.01%	235
2022 Q2	$229K	Hold	2,391	–	–	0.01%	229
2022 Q1	$239K	Buy	2,391 +56	+2%	+$5.12K	0.01%	213
2021 Q4	$208K	Buy	+2,335	New	+$197K	0.01%	225
2021 Q1	–	Sell	-4,022	Closed	-$335K	–	236
2020 Q4	$335K	Hold	4,022	–	–	0.02%	180
2020 Q3	$329K	Hold	4,022	–	–	0.02%	169
2020 Q2	$320K	Buy	4,022 +1,450	+56%	+$118K	0.02%	169
2020 Q1	$206K	Sell	2,572 -16	-0.6%	-$1.51K	0.02%	187
2019 Q4	$245K	Buy	2,588 +16	+0.6%	+$1.48K	0.02%	197
2019 Q3	$241K	Hold	2,572	–	–	0.02%	188
2019 Q2	$226K	Sell	2,572 -48	-2%	-$4.14K	0.02%	185
2019 Q1	$219K	Buy	+2,620	New	+$208K	0.02%	191

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Howland Capital Management's AEP Position: Q3 2023 in Review

Howland Capital Management sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 2,485 shares — an estimated $209K sold.

Howland Capital Management first reported a position in AEP in Q1 2019 and held it in 15 quarters. The position peaked at $335K in Q4 2020. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

Howland Capital Management reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
Howland Capital Management sold 2,485 American Electric Power shares in Q3 2023, an estimated $209K.
Howland Capital Management first reported a position in American Electric Power in Q1 2019 and held it in 15 quarters.
Howland Capital Management's American Electric Power position peaked at $335K in Q4 2020.
1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Howland Capital Management's 13F filing for Q3 2023, filed 17 Oct 2023.