Lake Street Advisors Group’s American Electric Power AEP Stock Holding History

Lake Street Advisors 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	$415K	Buy	4,498 +513	+13%	+$49.6K	0.02%	365
2024 Q3	$409K	Sell	3,985 -23	-0.6%	-$2.25K	0.02%	374
2024 Q2	$352K	Buy	4,008 +368	+10%	+$32.2K	0.02%	403
2024 Q1	$313K	Buy	3,640 +142	+4%	+$11.5K	0.01%	450
2023 Q4	$284K	Buy	+3,498	New	+$272K	0.01%	457
2021 Q3	–	Sell	-2,327	Closed	-$207K	–	232
2021 Q2	$207K	Buy	+2,327	New	+$200K	0.02%	306
2020 Q4	–	Sell	-2,476	Closed	-$202K	–	314
2020 Q3	$202K	Sell	2,476 -116	-4%	-$9.55K	0.02%	269
2020 Q2	$206K	Buy	+2,592	New	+$212K	0.02%	250
2020 Q1	–	Sell	-2,340	Closed	-$221K	–	251
2019 Q4	$221K	Buy	2,340 +25	+1%	+$2.31K	0.02%	229
2019 Q3	$217K	Sell	2,315 -35	-1%	-$3.18K	0.02%	202
2019 Q2	$207K	Buy	+2,350	New	+$203K	0.02%	209

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's AEP Position: Q4 2024 in Review

Lake Street Advisors Group increased its American Electric Power (AEP) stake by 13% in Q4 2024, buying an estimated $49.6K and bringing the position to 4,498 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #365.

Lake Street Advisors Group first reported a position in AEP in Q2 2019 and has held it in 11 quarters since. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

Lake Street Advisors Group held 4,498 shares of American Electric Power worth $415K as of Q4 2024.
Lake Street Advisors Group bought 513 American Electric Power shares in Q4 2024, an estimated $49.6K.
American Electric Power made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #365 holding.
Lake Street Advisors Group first reported a position in American Electric Power in Q2 2019 and has held it in 11 quarters since.
1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.