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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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return