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Naples Money Management’s American Electric Power AEP Stock Holding History

Naples Money 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
Q3 		$52.1K Hold
508
– – 0.04% 87
2024
Q2 		$44.3K Buy
+508
New +$44.4K 0.04% 88

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Naples Money Management's AEP Position: Q3 2024 in Review

Naples Money Management held its American Electric Power (AEP) position steady in Q3 2024 at 508 shares worth $52.1K. The position accounts for 0.04% of the portfolio, ranked #87.

Naples Money Management first reported a position in AEP in Q2 2024 and has held it in 2 quarters since. 1,494 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Naples Money Management held 508 shares of American Electric Power worth $52.1K as of Q3 2024.
  • Naples Money Management left its American Electric Power share count unchanged in Q3 2024.
  • American Electric Power made up 0.04% of Naples Money Management's portfolio in Q3 2024, its #87 holding.
  • Naples Money Management first reported a position in American Electric Power in Q2 2024 and has held it in 2 quarters since.
  • 1,494 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.