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Legacy Capital Wealth Partners’s American Electric Power AEP Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-47,025
Closed -$4.42M – 302
2024
Q1 		$4.42M Buy
+47,025
New +$3.82M 3.14% 4

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Legacy Capital Wealth Partners's AEP Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of American Electric Power (AEP) in Q2 2024, closing a stake of 47,025 shares — an estimated $4.42M sold.

Legacy Capital Wealth Partners first reported a position in AEP in Q1 2024 and held it in 1 quarter. The position peaked at $4.42M in Q1 2024. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining American Electric Power position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 47,025 American Electric Power shares in Q2 2024, an estimated $4.42M.
  • Legacy Capital Wealth Partners first reported a position in American Electric Power in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's American Electric Power position peaked at $4.42M in Q1 2024.
  • 1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.