LF
AEP icon

Lee Financial’s American Electric Power AEP Stock Holding History

Lee Financial’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
Q1 		– Sell
-89
Closed -$7.23K – 163
2023
Q4 		$7.23K Sell
89
-596
-87% -$46.3K ﹤0.01% 483
2023
Q3 		$51.5K Hold
685
– – 0.01% 212
2023
Q2 		$57.7K Sell
685
-144
-17% -$12.7K 0.01% 212
2023
Q1 		$75.4K Buy
829
+139
+20% +$12.7K 0.01% 205
2022
Q4 		$65.5K Hold
690
– – 0.01% 231
2022
Q3 		$60K Sell
690
-4
-0.6% -$395 0.01% 237
2022
Q2 		$67K Buy
694
+9
+1% +$892 0.01% 219
2022
Q1 		$68K Hold
685
– – 0.01% 219
2021
Q4 		$61K Hold
685
– – 0.01% 231
2021
Q3 		$56K Hold
685
– – 0.01% 216
2021
Q2 		$58K Hold
685
– – 0.01% 216
2021
Q1 		$58K Hold
685
– – 0.01% 221
2020
Q4 		$57K Hold
685
– – 0.01% 197
2020
Q3 		$56K Sell
685
-116
-14% -$9.55K 0.02% 217
2020
Q2 		$64K Hold
801
– – 0.02% 175
2020
Q1 		$64K Hold
801
– – 0.02% 152
2019
Q4 		$76K Hold
801
– – 0.02% 161
2019
Q3 		$75K Hold
801
– – 0.02% 162
2019
Q2 		$70K Hold
801
– – 0.02% 181
2019
Q1 		$67K Hold
801
– – 0.02% 177
2018
Q4 		$60K Hold
801
– – 0.02% 174
2018
Q3 		$57K Sell
801
-170
-18% -$12.1K 0.01% 184
2018
Q2 		$67K Hold
971
– – 0.02% 241
2018
Q1 		$67K Buy
971
+170
+21% +$11.4K 0.02% 236
2017
Q4 		$59K Hold
801
– – 0.02% 181
2017
Q3 		$56K Hold
801
– – 0.02% 174
2017
Q2 		$56K Hold
801
– – 0.02% 186
2017
Q1 		$54K Hold
801
– – 0.02% 167
2016
Q4 		$50K Buy
+801
New +$49.4K 0.03% 176

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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

Lee Financial's AEP Position: Q1 2024 in Review

Lee Financial sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 89 shares — an estimated $7.23K sold.

Lee Financial first reported a position in AEP in Q4 2016 and held it in 29 quarters. The position peaked at $76K in Q4 2019. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Lee Financial reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 89 American Electric Power shares in Q1 2024, an estimated $7.23K.
  • Lee Financial first reported a position in American Electric Power in Q4 2016 and held it in 29 quarters.
  • Lee Financial's American Electric Power position peaked at $76K in Q4 2019.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.