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Laidlaw Wealth Management’s American Electric Power AEP Stock Holding History

Laidlaw Wealth Management’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
Q3 		– Sell
-2,589
Closed -$218K – 269
2023
Q2 		$218K Sell
2,589
-242
-9% -$21.4K 0.04% 312
2023
Q1 		$258K Buy
2,831
+93
+3% +$8.51K 0.05% 285
2022
Q4 		$260K Sell
2,738
-790
-22% -$71.9K 0.06% 288
2022
Q3 		$305K Sell
3,528
-25
-0.7% -$2.47K 0.07% 231
2022
Q2 		$341K Sell
3,553
-223
-6% -$22.1K 0.07% 248
2022
Q1 		$377K Sell
3,776
-22
-0.6% -$2.01K 0.06% 262
2021
Q4 		$338K Buy
+3,798
New +$320K 0.05% 285
2021
Q3 		– Sell
-3,545
Closed -$300K – 250
2021
Q2 		$300K Buy
+3,545
New +$305K 0.08% 196
2021
Q1 		– Sell
-3,748
Closed -$312K – 220
2020
Q4 		$312K Buy
3,748
+193
+5% +$16.7K 0.07% 257
2020
Q3 		$291K Sell
3,555
-60
-2% -$4.94K 0.13% 158
2020
Q2 		$288K Buy
3,615
+121
+3% +$9.88K 0.15% 135
2020
Q1 		$279K Buy
3,494
+464
+15% +$43.9K 0.18% 117
2019
Q4 		$286K Buy
+3,030
New +$280K 0.18% 131

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 $3.38T AUM 44.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Laidlaw Wealth Management's AEP Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 2,589 shares — an estimated $218K sold.

Laidlaw Wealth Management first reported a position in AEP in Q4 2019 and held it in 13 quarters. The position peaked at $377K in Q1 2022. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,589 American Electric Power shares in Q3 2023, an estimated $218K.
  • Laidlaw Wealth Management first reported a position in American Electric Power in Q4 2019 and held it in 13 quarters.
  • Laidlaw Wealth Management's American Electric Power position peaked at $377K in Q1 2022.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.