MIS
AEP icon

Morningstar Investment Services’s American Electric Power AEP Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-3,104
Closed -$316K – 150
2024
Q3 		$316K Buy
3,104
+218
+8% +$21.3K ﹤0.01% 338
2024
Q2 		$255K Buy
2,886
+400
+16% +$35K ﹤0.01% 337
2024
Q1 		$211K Sell
2,486
-1,898
-43% -$154K ﹤0.01% 340
2023
Q4 		$357K Buy
+4,384
New +$340K ﹤0.01% 326
2020
Q4 		– Sell
-4,176
Closed -$338K – 207
2020
Q3 		$338K Buy
4,176
+372
+10% +$30.6K 0.01% 178
2020
Q2 		$303K Sell
3,804
-38
-1% -$3.1K 0.01% 177
2020
Q1 		$322K Buy
+3,842
New +$363K 0.01% 173
2018
Q1 		– Sell
-720,278
Closed -$53M – 199
2017
Q4 		$53M Sell
720,278
-53,421
-7% -$3.99M 1.06% 30
2017
Q3 		$54.3M Sell
773,699
-33,228
-4% -$2.37M 1.19% 25
2017
Q2 		$56.1M Buy
806,927
+15,635
+2% +$1.09M 1.3% 21
2017
Q1 		$53.1M Buy
791,292
+11,988
+2% +$776K 1.34% 23
2016
Q4 		$49.1M Buy
779,304
+53,785
+7% +$3.32M 1.61% 18
2016
Q3 		$46.6M Buy
725,519
+92,076
+15% +$6.19M 1.35% 22
2016
Q2 		$44.4M Sell
633,443
-58,857
-9% -$3.85M 1.4% 19
2016
Q1 		$46M Buy
692,300
+77,337
+13% +$4.78M 1.58% 10
2015
Q4 		$35.8M Buy
614,963
+41,323
+7% +$2.34M 1.42% 18
2015
Q3 		$32.6M Buy
573,640
+12,143
+2% +$674K 1.39% 17
2015
Q2 		$29.7M Buy
561,497
+41,855
+8% +$2.32M 1.27% 21
2015
Q1 		$29.2M Buy
519,642
+218,685
+73% +$13M 1.27% 20
2014
Q4 		$18.3M Buy
300,957
+21,054
+8% +$1.2M 0.86% 35
2014
Q3 		$14.6M Buy
279,903
+14,482
+5% +$766K 0.75% 38
2014
Q2 		$14.8M Buy
265,421
+14,860
+6% +$784K 0.86% 30
2014
Q1 		$12.7M Sell
250,561
-157,141
-39% -$7.64M 0.87% 31
2013
Q4 		$19.1M Buy
407,702
+35,237
+9% +$1.63M 1.43% 15
2013
Q3 		$16.3M Buy
372,465
+190,489
+105% +$8.47M 1.43% 14
2013
Q2 		$8.15M Buy
+181,976
New +$8.73M 0.85% 30

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morningstar Investment Services's AEP Position: Q4 2024 in Review

Morningstar Investment Services sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 3,104 shares — an estimated $316K sold.

Morningstar Investment Services first reported a position in AEP in Q2 2013 and held it in 26 quarters. The position peaked at $56.1M in Q2 2017. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Morningstar Investment Services reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,104 American Electric Power shares in Q4 2024, an estimated $316K.
  • Morningstar Investment Services first reported a position in American Electric Power in Q2 2013 and held it in 26 quarters.
  • Morningstar Investment Services's American Electric Power position peaked at $56.1M in Q2 2017.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.