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Kapitalo Investimentos’s American Electric Power AEP Stock Holding History

Kapitalo Investimentos’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
Q3 		– Sell
-3,709
Closed -$325K – 161
2024
Q2 		$325K Buy
3,709
+153
+4% +$13.4K 0.1% 75
2024
Q1 		$306K Buy
+3,556
New +$289K 0.07% 167
2023
Q3 		– Sell
-2,019
Closed -$170K – 533
2023
Q2 		$170K Buy
+2,019
New +$178K 0.03% 271

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapitalo Investimentos's AEP Position: Q3 2024 in Review

Kapitalo Investimentos sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 3,709 shares — an estimated $325K sold.

Kapitalo Investimentos first reported a position in AEP in Q2 2023 and held it in 3 quarters. The position peaked at $325K in Q2 2024. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Kapitalo Investimentos reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,709 American Electric Power shares in Q3 2024, an estimated $325K.
  • Kapitalo Investimentos first reported a position in American Electric Power in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's American Electric Power position peaked at $325K in Q2 2024.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.