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InTrack Investment Management’s American Electric Power AEP Stock Holding History

InTrack 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
Q4 		– Sell
-10,436
Closed -$785K – 132
2023
Q3 		$785K Sell
10,436
-664
-6% -$54K 0.69% 45
2023
Q2 		$935K Sell
11,100
-359
-3% -$31.7K 0.76% 42
2023
Q1 		$1.04M Buy
11,459
+1,130
+11% +$103K 0.96% 31
2022
Q4 		$981K Buy
10,329
+806
+8% +$73.4K 0.98% 30
2022
Q3 		$823K Buy
9,523
+1,541
+19% +$152K 0.91% 36
2022
Q2 		$766K Sell
7,982
-1,380
-15% -$137K 0.78% 44
2022
Q1 		$934K Sell
9,362
-4,420
-32% -$404K 0.76% 46
2021
Q4 		$1.23M Buy
13,782
+58
+0.4% +$4.89K 0.85% 45
2021
Q3 		$1.17M Sell
13,724
-6,421
-32% -$560K 0.85% 45
2021
Q2 		$1.72M Buy
20,145
+4,995
+33% +$430K 1.35% 22
2021
Q1 		$1.28M Sell
15,150
-2,844
-16% -$229K 1.18% 34
2020
Q4 		$1.5M Buy
+17,994
New +$1.56M 1.49% 23

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

InTrack Investment Management's AEP Position: Q4 2023 in Review

InTrack Investment Management sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 10,436 shares — an estimated $785K sold.

InTrack Investment Management first reported a position in AEP in Q4 2020 and held it in 12 quarters. The position peaked at $1.72M in Q2 2021. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • InTrack Investment Management reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
  • InTrack Investment Management sold 10,436 American Electric Power shares in Q4 2023, an estimated $785K.
  • InTrack Investment Management first reported a position in American Electric Power in Q4 2020 and held it in 12 quarters.
  • InTrack Investment Management's American Electric Power position peaked at $1.72M in Q2 2021.
  • 1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on InTrack Investment Management's 13F filing for Q4 2023, filed 4 Jan 2024.