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Net Worth Advisory Group’s American Electric Power AEP Stock Holding History

Net Worth Advisory Group’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
-2,286
Closed -$235K – 387
2024
Q3 		$235K Buy
+2,286
New +$223K 0.07% 338

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 $1.6B AUM 20.7% 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

Net Worth Advisory Group's AEP Position: Q4 2024 in Review

Net Worth Advisory Group sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 2,286 shares — an estimated $235K sold.

Net Worth Advisory Group first reported a position in AEP in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Net Worth Advisory Group reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,286 American Electric Power shares in Q4 2024, an estimated $235K.
  • Net Worth Advisory Group first reported a position in American Electric Power in Q3 2024 and held it in 1 quarter.
  • Net Worth Advisory Group's American Electric Power position peaked at $235K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Net Worth Advisory Group's 13F filing for Q4 2024, filed 7 Feb 2025.