Industrial Alliance Investment Management’s American Electric Power AEP Stock Holding History

Industrial Alliance 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
2023 Q2	–	Sell	-38,323	Closed	-$3.49M	–	180
2023 Q1	$3.49M	Buy	38,323 +8,561	+29%	+$783K	0.1%	169
2022 Q4	$2.82M	Sell	29,762 -2,261	-7%	-$206K	0.08%	197
2022 Q3	$2.77M	Buy	32,023 +1,216	+4%	+$120K	0.08%	197
2022 Q2	$2.96M	Buy	30,807 +1,768	+6%	+$175K	0.08%	190
2022 Q1	$2.9M	Buy	29,039 +2,887	+11%	+$264K	0.07%	217
2021 Q4	$2.33M	Buy	+26,152	New	+$2.21M	0.05%	231

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 $535B AUM 26.23% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Industrial Alliance Investment Management's AEP Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 38,323 shares — an estimated $3.49M sold.

Industrial Alliance Investment Management first reported a position in AEP in Q4 2021 and held it in 6 quarters. The position peaked at $3.49M in Q1 2023. 1,308 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

Industrial Alliance Investment Management reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 38,323 American Electric Power shares in Q2 2023, an estimated $3.49M.
Industrial Alliance Investment Management first reported a position in American Electric Power in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's American Electric Power position peaked at $3.49M in Q1 2023.
1,308 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.