InterOcean Capital Group’s American Electric Power AEP Stock Holding History

InterOcean Capital Group’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 Q1	$543K	Buy	6,307 +524	+9%	+$42.6K	0.01%	287
2023 Q4	$470K	Sell	5,783 -335	-5%	-$26K	0.01%	302
2023 Q3	$460K	Sell	6,118 -449	-7%	-$36.5K	0.01%	282
2023 Q2	$553K	Buy	6,567 +449	+7%	+$39.7K	0.02%	253
2023 Q1	$557K	Hold	6,118	–	–	0.02%	248
2022 Q4	$581K	Hold	6,118	–	–	0.02%	235
2022 Q3	$529K	Hold	6,118	–	–	0.02%	229
2022 Q2	$587K	Buy	+6,118	New	+$606K	0.02%	216

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 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

InterOcean Capital Group's AEP Position: Q1 2024 in Review

InterOcean Capital Group increased its American Electric Power (AEP) stake by 9.1% in Q1 2024, buying an estimated $42.6K and bringing the position to 6,307 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #287.

InterOcean Capital Group first reported a position in AEP in Q2 2022 and has held it in 8 quarters since. The position peaked at $587K in Q2 2022. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

InterOcean Capital Group held 6,307 shares of American Electric Power worth $543K as of Q1 2024.
InterOcean Capital Group bought 524 American Electric Power shares in Q1 2024, an estimated $42.6K.
American Electric Power made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #287 holding.
InterOcean Capital Group first reported a position in American Electric Power in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's American Electric Power position peaked at $587K in Q2 2022.
1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.