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Kelly Financial Services’s American Electric Power AEP Stock Holding History

Kelly Financial Services’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
-294
Closed -$25.8K – 126
2024
Q2 		$25.8K Buy
294
+3
+1% +$262 0.01% 296
2024
Q1 		$25.1K Buy
291
+3
+1% +$244 0.01% 300
2023
Q4 		$23.4K Buy
288
+3
+1% +$233 0.01% 290
2023
Q3 		$21.4K Buy
285
+3
+1% +$244 0.01% 276
2023
Q2 		$23.7K Buy
282
+3
+1% +$265 0.01% 275
2023
Q1 		$25.4K Buy
279
+3
+1% +$274 0.01% 256
2022
Q4 		$26.2K Buy
276
+2
+0.7% +$182 0.01% 241
2022
Q3 		$23.7K Buy
274
+2
+0.7% +$198 0.01% 235
2022
Q2 		$26.1K Buy
272
+2
+0.7% +$198 0.01% 228
2022
Q1 		$26.9K Buy
270
+2
+0.7% +$183 0.01% 248
2021
Q4 		$23.8K Buy
268
+3
+1% +$253 0.01% 250
2021
Q3 		$21.5K Buy
265
+2
+0.8% +$175 0.01% 249
2021
Q2 		$22.3K Buy
263
+2
+0.8% +$172 0.01% 252
2021
Q1 		$22.1K Buy
261
+3
+1% +$242 0.01% 214
2020
Q4 		$21.5K Buy
258
+2
+0.8% +$174 0.01% 187
2020
Q3 		$20.9K Buy
256
+2
+0.8% +$165 0.02% 169
2020
Q2 		$20.2K Buy
254
+2
+0.8% +$163 0.02% 162
2020
Q1 		$20.1K Buy
252
+2
+0.8% +$189 0.02% 130
2019
Q4 		$23.6K Sell
250
-413
-62% -$38.2K 0.02% 139
2019
Q3 		$62.1K Buy
663
+2
+0.3% +$182 0.06% 68
2019
Q2 		$58.2K Buy
661
+2
+0.3% +$172 0.05% 69
2019
Q1 		$55.2K Buy
+659
New +$52.4K 0.06% 72

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kelly Financial Services's AEP Position: Q3 2024 in Review

Kelly Financial Services sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 294 shares — an estimated $25.8K sold.

Kelly Financial Services first reported a position in AEP in Q1 2019 and held it in 22 quarters. The position peaked at $62.1K in Q3 2019. 1,494 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Kelly Financial Services reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 294 American Electric Power shares in Q3 2024, an estimated $25.8K.
  • Kelly Financial Services first reported a position in American Electric Power in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's American Electric Power position peaked at $62.1K in Q3 2019.
  • 1,494 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.