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

Nelson 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
2019
Q4 		– Sell
-537
Closed -$50K – 107
2019
Q3 		$50K Buy
+537
New +$48.8K 0.01% 151
2018
Q3 		– Sell
-40
Closed -$3K – 301
2018
Q2 		$3K Buy
+40
New +$2.69K ﹤0.01% 234
2014
Q2 		– Sell
-200
Closed -$10K – 298
2014
Q1 		$10K Buy
+200
New +$9.72K ﹤0.01% 199

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nelson Capital Management's AEP Position: Q4 2019 in Review

Nelson Capital Management sold out of American Electric Power (AEP) in Q4 2019, closing a stake of 537 shares — an estimated $50K sold.

Nelson Capital Management first reported a position in AEP in Q1 2014 and held it in 3 quarters. The position peaked at $50K in Q3 2019. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

  • Nelson Capital Management reported no remaining American Electric Power position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 537 American Electric Power shares in Q4 2019, an estimated $50K.
  • Nelson Capital Management first reported a position in American Electric Power in Q1 2014 and held it in 3 quarters.
  • Nelson Capital Management's American Electric Power position peaked at $50K in Q3 2019.
  • 1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.