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Northwest Financial Advisors’s American Electric Power AEP Stock Holding History

Northwest Financial 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
Q4 		– Sell
-500
Closed -$51.3K – 121
2024
Q3 		$51.3K Buy
+500
New +$48.8K 0.04% 222
2024
Q1 		– Sell
-500
Closed -$40.6K – 97
2023
Q4 		$40.6K Buy
+500
New +$38.8K 0.03% 235

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

Northwest Financial Advisors's AEP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 500 shares — an estimated $51.3K sold.

Northwest Financial Advisors first reported a position in AEP in Q4 2023 and held it in 2 quarters. The position peaked at $51.3K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 500 American Electric Power shares in Q4 2024, an estimated $51.3K.
  • Northwest Financial Advisors first reported a position in American Electric Power in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's American Electric Power position peaked at $51.3K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.