Nordwand Advisors’s American Electric Power AEP Stock Holding History

Nordwand Advisors’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	-2,687	Closed	-$236K	–	143
2024 Q2	$236K	Buy	+2,687	New	+$235K	0.1%	36

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nordwand Advisors's AEP Position: Q3 2024 in Review

Nordwand Advisors sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 2,687 shares — an estimated $236K sold.

Nordwand Advisors first reported a position in AEP in Q2 2024 and held it in 1 quarter. The position peaked at $236K in Q2 2024. 1,494 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

Nordwand Advisors reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
Nordwand Advisors sold 2,687 American Electric Power shares in Q3 2024, an estimated $236K.
Nordwand Advisors first reported a position in American Electric Power in Q2 2024 and held it in 1 quarter.
Nordwand Advisors's American Electric Power position peaked at $236K in Q2 2024.
1,494 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Nordwand Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.