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Keystone Financial Planning’s American Electric Power AEP Stock Holding History

Keystone Financial Planning’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
Q2 		– Sell
-83,515
Closed -$7.19M – 50
2024
Q1 		$7.19M Sell
83,515
-95
-0.1% -$7.72K 2.33% 11
2023
Q4 		$6.79M Buy
83,610
+213
+0.3% +$16.5K 2.24% 13
2023
Q3 		$6.27M Buy
83,397
+3,029
+4% +$246K 2.19% 14
2023
Q2 		$6.77M Buy
80,368
+470
+0.6% +$41.5K 2.27% 15
2023
Q1 		$7.27M Buy
79,898
+4,508
+6% +$412K 2.47% 13
2022
Q4 		$7.16M Buy
+75,390
New +$6.86M 2.41% 13
2022
Q3 		– Sell
-66,141
Closed -$6.35M – 45
2022
Q2 		$6.35M Sell
66,141
-14,868
-18% -$1.47M 2.23% 21
2022
Q1 		$8.08M Sell
81,009
-272
-0.3% -$24.9K 2.7% 11
2021
Q4 		$7.23M Buy
81,281
+5,279
+7% +$445K 2.46% 13
2021
Q3 		$6.17M Buy
76,002
+68,100
+862% +$5.94M 2.24% 19
2021
Q2 		$668K Buy
+7,902
New +$680K 0.24% 33
2020
Q1 		– Sell
-59,739
Closed -$5.65M – 45
2019
Q4 		$5.65M Buy
59,739
+503
+0.8% +$46.5K 2.52% 22
2019
Q3 		$5.55M Sell
59,236
-458
-0.8% -$41.6K 2.65% 20
2019
Q2 		$5.25M Sell
59,694
-2,733
-4% -$236K 2.57% 19
2019
Q1 		$5.23M Buy
+62,427
New +$4.96M 2.58% 21

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Keystone Financial Planning's AEP Position: Q2 2024 in Review

Keystone Financial Planning sold out of American Electric Power (AEP) in Q2 2024, closing a stake of 83,515 shares — an estimated $7.19M sold.

Keystone Financial Planning first reported a position in AEP in Q1 2019 and held it in 15 quarters. The position peaked at $8.08M in Q1 2022. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • Keystone Financial Planning reported no remaining American Electric Power position as of Q2 2024 after selling out during the quarter.
  • Keystone Financial Planning sold 83,515 American Electric Power shares in Q2 2024, an estimated $7.19M.
  • Keystone Financial Planning first reported a position in American Electric Power in Q1 2019 and held it in 15 quarters.
  • Keystone Financial Planning's American Electric Power position peaked at $8.08M in Q1 2022.
  • 1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on Keystone Financial Planning's 13F filing for Q2 2024, filed 10 Jul 2024.