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Kula Investments’s American Electric Power AEP Stock Holding History

Kula Investments’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
2023
Q1 		$990K Buy
10,878
+7,393
+212% +$676K 0.24% 129
2022
Q4 		$331K Buy
+3,485
New +$317K 0.1% 358

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kula Investments's AEP Position: Q1 2023 in Review

Kula Investments increased its American Electric Power (AEP) stake by 212% in Q1 2023, buying an estimated $676K and bringing the position to 10,878 shares worth $990K. The position accounts for 0.24% of the portfolio, ranked #129.

Kula Investments first reported a position in AEP in Q4 2022 and has held it in 2 quarters since. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • Kula Investments held 10,878 shares of American Electric Power worth $990K as of Q1 2023.
  • Kula Investments bought 7,393 American Electric Power shares in Q1 2023, an estimated $676K.
  • American Electric Power made up 0.24% of Kula Investments's portfolio in Q1 2023, its #129 holding.
  • Kula Investments first reported a position in American Electric Power in Q4 2022 and has held it in 2 quarters since.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.