LTI
AEP icon

Laffer Tengler Investments’s American Electric Power AEP Stock Holding History

Laffer Tengler 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
Q4 		– Sell
-292
Closed -$22K – 415
2023
Q3 		$22K Buy
+292
New +$23.8K 0.01% 263
2016
Q4 		– Sell
-20,909
Closed -$1.34M – 220
2016
Q3 		$1.34M Hold
20,909
– – 0.37% 98
2016
Q2 		$1.47M Buy
+20,909
New +$1.37M 0.42% 89

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Laffer Tengler Investments's AEP Position: Q4 2023 in Review

Laffer Tengler Investments sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 292 shares — an estimated $22K sold.

Laffer Tengler Investments first reported a position in AEP in Q2 2016 and held it in 3 quarters. The position peaked at $1.47M in Q2 2016. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • Laffer Tengler Investments reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 292 American Electric Power shares in Q4 2023, an estimated $22K.
  • Laffer Tengler Investments first reported a position in American Electric Power in Q2 2016 and held it in 3 quarters.
  • Laffer Tengler Investments's American Electric Power position peaked at $1.47M in Q2 2016.
  • 1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.