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Kiely Wealth Advisory Group’s American Electric Power AEP Stock Holding History

Kiely Wealth Advisory 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
Q4 		$7.76K Hold
77
– – 0.01% 218
2024
Q3 		$7.18K Hold
77
– – ﹤0.01% 225
2024
Q2 		$7.59K Hold
77
– – ﹤0.01% 205
2024
Q1 		$6.63K Hold
77
– – ﹤0.01% 189
2023
Q4 		$6.01K Buy
+77
New +$5.98K ﹤0.01% 192

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Kiely Wealth Advisory Group's AEP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its American Electric Power (AEP) position steady in Q4 2024 at 77 shares worth $7.76K. The position accounts for 0.01% of the portfolio, ranked #218.

Kiely Wealth Advisory Group first reported a position in AEP in Q4 2023 and has held it in 5 quarters since. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Kiely Wealth Advisory Group held 77 shares of American Electric Power worth $7.76K as of Q4 2024.
  • Kiely Wealth Advisory Group left its American Electric Power share count unchanged in Q4 2024.
  • American Electric Power made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #218 holding.
  • Kiely Wealth Advisory Group first reported a position in American Electric Power in Q4 2023 and has held it in 5 quarters since.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.