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Integrated Investment Consultants’s American Electric Power AEP Stock Holding History

Integrated Investment Consultants’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
-12,522
Closed -$27.9K – 300
2024
Q3 		$27.9K Buy
+12,522
New +$1.22M 0.01% 321
2018
Q2 		– Sell
-1,730
Closed -$119K – 178
2018
Q1 		$119K Buy
+1,730
New +$116K 0.05% 289
2017
Q3 		$125K Hold
1,785
– – 0.05% 241
2017
Q2 		$124K Hold
1,785
– – 0.06% 240
2017
Q1 		$120K Hold
1,785
– – 0.05% 246
2016
Q4 		$112K Buy
1,785
+800
+81% +$49.3K 0.05% 243
2016
Q3 		$62K Hold
985
– – 0.03% 362
2016
Q2 		$69K Sell
985
-600
-38% -$39.3K 0.04% 340
2016
Q1 		$105K Buy
+1,585
New +$98K 0.06% 219

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return