IFG Advisors’s American Electric Power AEP Stock Holding History

IFG Advisors’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	–	Sell	-2,310	Closed	-$237K	–	145
2024 Q3	$237K	Hold	2,310	–	–	0.05%	126
2024 Q2	$203K	Buy	+2,310	New	+$202K	0.05%	132
2023 Q2	–	Sell	-2,310	Closed	-$210K	–	118
2023 Q1	$210K	Hold	2,310	–	–	0.08%	116
2022 Q4	$219K	Sell	2,310 -31	-1%	-$2.82K	0.1%	111
2022 Q3	$202K	Buy	2,341 +31	+1%	+$3.06K	0.1%	102
2022 Q2	$222K	Hold	2,310	–	–	0.11%	97
2022 Q1	$230K	Hold	2,310	–	–	0.1%	97
2021 Q4	$206K	Buy	+2,310	New	+$195K	0.09%	100
2020 Q1	–	Sell	-2,382	Closed	-$225K	–	83
2019 Q4	$225K	Hold	2,382	–	–	0.19%	60
2019 Q3	$223K	Buy	+2,382	New	+$216K	0.21%	61

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

IFG Advisors's AEP Position: Q4 2024 in Review

IFG Advisors sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 2,310 shares — an estimated $237K sold.

IFG Advisors first reported a position in AEP in Q3 2019 and held it in 10 quarters. The position peaked at $237K in Q3 2024. 1,527 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

IFG Advisors reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
IFG Advisors sold 2,310 American Electric Power shares in Q4 2024, an estimated $237K.
IFG Advisors first reported a position in American Electric Power in Q3 2019 and held it in 10 quarters.
IFG Advisors's American Electric Power position peaked at $237K in Q3 2024.
1,527 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on IFG Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.