Mirabella Financial Services’s American Electric Power AEP Stock Holding History

Mirabella Financial Services’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	-3,088	Closed	-$271K	–	159
2024 Q2	$271K	Buy	+3,088	New	+$270K	0.02%	346
2023 Q4	–	Sell	-16,805	Closed	-$1.26M	–	419
2023 Q3	$1.26M	Sell	16,805 -22,471	-57%	-$1.83M	0.18%	132
2023 Q2	$3.31M	Buy	+39,276	New	+$3.47M	0.36%	81
2022 Q4	–	Sell	-2,767	Closed	-$246K	–	382
2022 Q3	$246K	Buy	+2,767	New	+$274K	0.03%	256
2022 Q1	–	Sell	-47,780	Closed	-$4.25M	–	520
2021 Q4	$4.25M	Buy	47,780 +40,131	+525%	+$3.39M	0.43%	58
2021 Q3	$621K	Sell	7,649 -52,411	-87%	-$4.57M	0.08%	211
2021 Q2	$5.08M	Buy	60,060 +44,940	+297%	+$3.87M	0.91%	25
2021 Q1	$1.28M	Buy	+15,120	New	+$1.22M	0.4%	74
2020 Q4	–	Sell	-94,814	Closed	-$7.75M	–	306
2020 Q3	$7.75M	Buy	+94,814	New	+$7.81M	1.06%	8

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

Mirabella Financial Services's AEP Position: Q3 2024 in Review

Mirabella Financial Services sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 3,088 shares — an estimated $271K sold.

Mirabella Financial Services first reported a position in AEP in Q3 2020 and held it in 9 quarters. The position peaked at $7.75M in Q3 2020. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

Mirabella Financial Services reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 3,088 American Electric Power shares in Q3 2024, an estimated $271K.
Mirabella Financial Services first reported a position in American Electric Power in Q3 2020 and held it in 9 quarters.
Mirabella Financial Services's American Electric Power position peaked at $7.75M in Q3 2020.
1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.