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Institutional & Family Asset Management’s American Electric Power AEP Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$3.51K Hold
40
– – ﹤0.01% 536
2024
Q1 		$3.44K Hold
40
– – ﹤0.01% 533
2023
Q4 		$3.25K Hold
40
– – ﹤0.01% 530
2023
Q3 		$3.01K Hold
40
– – ﹤0.01% 525
2023
Q2 		$3.37K Hold
40
– – ﹤0.01% 528
2023
Q1 		$3.64K Hold
40
– – ﹤0.01% 512
2022
Q4 		$3.8K Hold
40
– – ﹤0.01% 503
2022
Q3 		$3K Hold
40
– – ﹤0.01% 534
2022
Q2 		$4K Hold
40
– – ﹤0.01% 510
2022
Q1 		$4K Hold
40
– – ﹤0.01% 568
2021
Q4 		$4K Hold
40
– – ﹤0.01% 579
2021
Q3 		$3K Hold
40
– – ﹤0.01% 722
2021
Q2 		$3K Hold
40
– – ﹤0.01% 763
2021
Q1 		$3K Sell
40
-130
-76% -$10.5K ﹤0.01% 740
2020
Q4 		$14K Hold
170
– – ﹤0.01% 479
2020
Q3 		$14K Hold
170
– – ﹤0.01% 441
2020
Q2 		$14K Buy
170
+94
+124% +$7.67K ﹤0.01% 437
2020
Q1 		$6K Buy
76
+11
+17% +$1.04K ﹤0.01% 510
2019
Q4 		$6K Buy
65
+25
+63% +$2.31K ﹤0.01% 563
2019
Q3 		$4K Hold
40
– – ﹤0.01% 581
2019
Q2 		$4K Hold
40
– – ﹤0.01% 612
2019
Q1 		$3K Hold
40
– – ﹤0.01% 646
2018
Q4 		$3K Sell
40
-2,500
-98% -$188K ﹤0.01% 626
2018
Q3 		$180K Hold
2,540
– – 0.04% 197
2018
Q2 		$176K Buy
2,540
+2,500
+6,250% +$168K 0.04% 190
2018
Q1 		$3K Buy
+40
New +$2.69K ﹤0.01% 646

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Institutional & Family Asset Management's AEP Position: Q2 2024 in Review

Institutional & Family Asset Management held its American Electric Power (AEP) position steady in Q2 2024 at 40 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Institutional & Family Asset Management first reported a position in AEP in Q1 2018 and has held it in 26 quarters since. The position peaked at $180K in Q3 2018. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • Institutional & Family Asset Management held 40 shares of American Electric Power worth $3.51K as of Q2 2024.
  • Institutional & Family Asset Management left its American Electric Power share count unchanged in Q2 2024.
  • American Electric Power made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #536 holding.
  • Institutional & Family Asset Management first reported a position in American Electric Power in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's American Electric Power position peaked at $180K in Q3 2018.
  • 1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.