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

Oakwood 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
2021 Q1	–	Sell	-59,508	Closed	-$4.96M	–	58
2020 Q4	$4.96M	Sell	59,508 -1,485	-2%	-$129K	1.51%	30
2020 Q3	$4.99M	Buy	60,993 +150	+0.2%	+$12.4K	1.84%	24
2020 Q2	$4.85M	Sell	60,843 -125	-0.2%	-$10.2K	2.02%	20
2020 Q1	$4.88M	Buy	60,968 +459	+0.8%	+$43.4K	2.58%	17
2019 Q4	$5.72M	Sell	60,509 -2,301	-4%	-$213K	2.38%	19
2019 Q3	$5.88M	Sell	62,810 -1,635	-3%	-$148K	2.6%	17
2019 Q2	$5.67M	Buy	64,445 +3,450	+6%	+$297K	2.43%	20
2019 Q1	$5.11M	Sell	60,995 -1,440	-2%	-$115K	2.14%	25
2018 Q4	$4.67M	Buy	62,435 +770	+1%	+$57.8K	2.19%	25
2018 Q3	$4.37M	Buy	+61,665	New	+$4.39M	1.77%	30

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oakwood Capital Management's AEP Position: Q1 2021 in Review

Oakwood Capital Management sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 59,508 shares — an estimated $4.96M sold.

Oakwood Capital Management first reported a position in AEP in Q3 2018 and held it in 10 quarters. The position peaked at $5.88M in Q3 2019. 1,176 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

Oakwood Capital Management reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
Oakwood Capital Management sold 59,508 American Electric Power shares in Q1 2021, an estimated $4.96M.
Oakwood Capital Management first reported a position in American Electric Power in Q3 2018 and held it in 10 quarters.
Oakwood Capital Management's American Electric Power position peaked at $5.88M in Q3 2019.
1,176 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Oakwood Capital Management's 13F filing for Q1 2021, filed 30 Apr 2021.