Oxler Private Wealth’s American Electric Power AEP Stock Holding History

Oxler Private Wealth’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
2023 Q4	–	Sell	-9,661	Closed	-$727K	–	75
2023 Q3	$727K	Buy	9,661 +104	+1%	+$8.46K	0.37%	57
2023 Q2	$805K	Buy	9,557 +94	+1%	+$8.3K	0.38%	54
2023 Q1	$861K	Buy	9,463 +87	+0.9%	+$7.96K	0.43%	52
2022 Q4	$890K	Buy	+9,376	New	+$853K	0.48%	52
2022 Q3	–	Sell	-9,226	Closed	-$885K	–	439
2022 Q2	$885K	Buy	9,226 +70	+0.8%	+$6.94K	0.43%	59
2022 Q1	$913K	Buy	9,156 +73	+0.8%	+$6.67K	0.41%	63
2021 Q4	$808K	Buy	9,083 +83	+0.9%	+$7K	0.33%	73
2021 Q3	$730K	Sell	9,000 -142	-2%	-$12.4K	0.32%	83
2021 Q2	$773K	Buy	9,142 +142	+2%	+$12.2K	0.34%	80
2021 Q1	$762K	Hold	9,000	–	–	0.39%	69
2020 Q4	$749K	Buy	+9,000	New	+$781K	0.42%	52

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

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

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oxler Private Wealth's AEP Position: Q4 2023 in Review

Oxler Private Wealth sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 9,661 shares — an estimated $727K sold.

Oxler Private Wealth first reported a position in AEP in Q4 2020 and held it in 11 quarters. The position peaked at $913K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

Oxler Private Wealth reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
Oxler Private Wealth sold 9,661 American Electric Power shares in Q4 2023, an estimated $727K.
Oxler Private Wealth first reported a position in American Electric Power in Q4 2020 and held it in 11 quarters.
Oxler Private Wealth's American Electric Power position peaked at $913K in Q1 2022.
1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Oxler Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.