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Lee, Danner & Bass’s American Electric Power AEP Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-409
Closed -$37.7K – 232
2024
Q4 		$37.7K Buy
+409
New +$39.6K ﹤0.01% 381

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee, Danner & Bass's AEP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 409 shares — an estimated $37.7K sold.

Lee, Danner & Bass first reported a position in AEP in Q4 2024 and held it in 1 quarter. The position peaked at $37.7K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Lee, Danner & Bass reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 409 American Electric Power shares in Q1 2025, an estimated $37.7K.
  • Lee, Danner & Bass first reported a position in American Electric Power in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's American Electric Power position peaked at $37.7K in Q4 2024.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.