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Paloma Partners’s American Electric Power AEP Stock Holding History

Paloma Partners’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
-1,500
Closed -$132K – 1117
2024
Q2 		$132K Buy
+1,500
New +$131K ﹤0.01% 1047
2024
Q1 		– Sell
-23,100
Closed -$1.88M – 755
2023
Q4 		$1.88M Sell
23,100
-78,100
-77% -$6.06M 0.07% 280
2023
Q3 		$7.61M Buy
101,200
+97,700
+2,791% +$7.95M 0.26% 64
2023
Q2 		$295K Buy
+3,500
New +$309K 0.01% 558
2022
Q3 		– Sell
-29,500
Closed -$2.83M – 986
2022
Q2 		$2.83M Buy
+29,500
New +$2.92M 0.1% 194
2022
Q1 		– Sell
-77,500
Closed -$6.89M – 1726
2021
Q4 		$6.89M Buy
+77,500
New +$6.54M 0.1% 161
2021
Q3 		– Sell
-48,200
Closed -$4.08M – 1018
2021
Q2 		$4.08M Buy
48,200
+10,900
+29% +$939K 0.07% 245
2021
Q1 		$3.16M Buy
37,300
+10,800
+41% +$871K 0.07% 255
2020
Q4 		$2.21M Buy
+26,500
New +$2.3M 0.06% 337
2019
Q3 		– Sell
-12,100
Closed -$1.06M – 1907
2019
Q2 		$1.06M Buy
+12,100
New +$1.04M 0.02% 670
2018
Q2 		– Sell
-106,800
Closed -$7.33M – 1581
2018
Q1 		$7.33M Buy
106,800
+89,300
+510% +$6.01M 0.12% 111
2017
Q4 		$1.29M Sell
17,500
-11,900
-40% -$889K 0.02% 906
2017
Q3 		$2.06M Sell
29,400
-8,300
-22% -$591K 0.03% 720
2017
Q2 		$2.62M Buy
+37,700
New +$2.62M 0.03% 599
2017
Q1 		– Sell
-16,000
Closed -$1.01M – 1931
2016
Q4 		$1.01M Hold
16,000
– – 0.01% 1176
2016
Q3 		$1.03M Buy
+16,000
New +$1.08M 0.01% 995
2016
Q1 		– Sell
-8,000
Closed -$466K – 1830
2015
Q4 		$466K Hold
8,000
– – 0.01% 1070
2015
Q3 		$455K Buy
+8,000
New +$444K 0.01% 1079

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

Paloma Partners's AEP Position: Q4 2024 in Review

Paloma Partners sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 2,858 shares — an estimated $293K sold.

Paloma Partners first reported a position in AEP in Q2 2013 and held it in 36 quarters. The position peaked at $6.47M in Q3 2019. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Paloma Partners reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 2,858 American Electric Power shares in Q4 2024, an estimated $293K.
  • Paloma Partners first reported a position in American Electric Power in Q2 2013 and held it in 36 quarters.
  • Paloma Partners's American Electric Power position peaked at $6.47M in Q3 2019.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.