Logan Capital Management’s American Electric Power AEP Stock Holding History

Logan Capital Management’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	–	Sell	-45	Closed	-$4.62K	–	544
2024 Q3	$4.62K	Hold	45	–	–	﹤0.01%	429
2024 Q2	$3.95K	Hold	45	–	–	﹤0.01%	415
2024 Q1	$3.88K	Hold	45	–	–	﹤0.01%	423
2023 Q4	$3.65K	Hold	45	–	–	﹤0.01%	444
2023 Q3	$3.38K	Hold	45	–	–	﹤0.01%	435
2023 Q2	$3.79K	Hold	45	–	–	﹤0.01%	427
2023 Q1	$4.09K	Hold	45	–	–	﹤0.01%	440
2022 Q4	$4.27K	Hold	45	–	–	﹤0.01%	465
2022 Q3	$4K	Hold	45	–	–	﹤0.01%	450
2022 Q2	$4K	Hold	45	–	–	﹤0.01%	470
2022 Q1	$4K	Hold	45	–	–	﹤0.01%	476
2021 Q4	$4K	Hold	45	–	–	﹤0.01%	499
2021 Q3	$4K	Sell	45 -45	-50%	-$3.93K	﹤0.01%	485
2021 Q2	$8K	Sell	90 -100	-53%	-$8.61K	﹤0.01%	457
2021 Q1	$16K	Buy	+190	New	+$15.3K	﹤0.01%	410

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Logan Capital Management's AEP Position: Q4 2024 in Review

Logan Capital Management sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 45 shares — an estimated $4.62K sold.

Logan Capital Management first reported a position in AEP in Q1 2021 and held it in 15 quarters. The position peaked at $16K in Q1 2021. 1,528 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

Logan Capital Management reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
Logan Capital Management sold 45 American Electric Power shares in Q4 2024, an estimated $4.62K.
Logan Capital Management first reported a position in American Electric Power in Q1 2021 and held it in 15 quarters.
Logan Capital Management's American Electric Power position peaked at $16K in Q1 2021.
1,528 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Logan Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.