Lockerman Financial Group’s American Electric Power AEP Stock Holding History

Lockerman Financial 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 Q3	–	Sell	-3,576	Closed	-$314K	–	103
2024 Q2	$314K	Sell	3,576 -249	-7%	-$21.8K	0.57%	60
2024 Q1	$329K	Sell	3,825 -17	-0.4%	-$1.38K	0.63%	47
2023 Q4	$312K	Buy	3,842 +80	+2%	+$6.21K	0.72%	45
2023 Q3	$283K	Buy	3,762 +1	+0%	+$81	0.76%	46
2023 Q2	$317K	Buy	3,761 +15	+0.4%	+$1.32K	0.88%	37
2023 Q1	$341K	Buy	3,746 +3	+0.1%	+$274	0.94%	30
2022 Q4	$355K	Buy	3,743 +162	+5%	+$14.7K	1.04%	28
2022 Q3	$310K	Buy	3,581 +412	+13%	+$40.7K	0.89%	30
2022 Q2	$304K	Buy	3,169 +19	+0.6%	+$1.88K	0.97%	32
2022 Q1	$314K	Hold	3,150	–	–	0.85%	31
2021 Q4	$280K	Buy	+3,150	New	+$266K	0.73%	39

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lockerman Financial Group's AEP Position: Q3 2024 in Review

Lockerman Financial Group sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 3,576 shares — an estimated $314K sold.

Lockerman Financial Group first reported a position in AEP in Q4 2021 and held it in 11 quarters. The position peaked at $355K in Q4 2022. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

Lockerman Financial Group reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
Lockerman Financial Group sold 3,576 American Electric Power shares in Q3 2024, an estimated $314K.
Lockerman Financial Group first reported a position in American Electric Power in Q4 2021 and held it in 11 quarters.
Lockerman Financial Group's American Electric Power position peaked at $355K in Q4 2022.
1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Lockerman Financial Group's 13F filing for Q3 2024, filed 15 Oct 2024.