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

Palisade 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
-3,860
Closed -$321K – 386
2020
Q4 		$321K Sell
3,860
-435
-10% -$37.7K 0.01% 348
2020
Q3 		$351K Buy
4,295
+535
+14% +$44.1K 0.01% 355
2020
Q2 		$299K Buy
3,760
+400
+12% +$32.6K 0.01% 354
2020
Q1 		$269K Buy
+3,360
New +$318K 0.01% 386

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Palisade Capital Management sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 3,860 shares — an estimated $321K sold.

Palisade Capital Management first reported a position in AEP in Q1 2020 and held it in 4 quarters. The position peaked at $351K in Q3 2020. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • Palisade Capital Management reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
  • Palisade Capital Management sold 3,860 American Electric Power shares in Q1 2021, an estimated $321K.
  • Palisade Capital Management first reported a position in American Electric Power in Q1 2020 and held it in 4 quarters.
  • Palisade Capital Management's American Electric Power position peaked at $351K in Q3 2020.
  • 1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Palisade Capital Management's 13F filing for Q1 2021, filed 12 May 2021.