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Kowal Investment Group’s American Electric Power AEP Stock Holding History

Kowal Investment 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
Q3 		$309K Buy
3,010
+383
+15% +$37.4K 0.06% 155
2024
Q2 		$231K Buy
2,627
+218
+9% +$19.1K 0.05% 164
2024
Q1 		$207K Buy
+2,409
New +$196K 0.04% 169
2021
Q4 		– Sell
-201
Closed -$16K – 127
2021
Q3 		$16K Buy
+201
New +$17.5K 0.01% 418

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

Kowal Investment Group's AEP Position: Q3 2024 in Review

Kowal Investment Group increased its American Electric Power (AEP) stake by 15% in Q3 2024, buying an estimated $37.4K and bringing the position to 3,010 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #155.

Kowal Investment Group first reported a position in AEP in Q3 2021 and has held it in 4 quarters since. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Kowal Investment Group held 3,010 shares of American Electric Power worth $309K as of Q3 2024.
  • Kowal Investment Group bought 383 American Electric Power shares in Q3 2024, an estimated $37.4K.
  • American Electric Power made up 0.06% of Kowal Investment Group's portfolio in Q3 2024, its #155 holding.
  • Kowal Investment Group first reported a position in American Electric Power in Q3 2021 and has held it in 4 quarters since.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.