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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
Q1 		– Sell
-22,300
Closed -$1.81M – 756
2023
Q4 		$1.81M Sell
22,300
-80,000
-78% -$6.21M 0.07% 293
2023
Q3 		$7.7M Buy
102,300
+82,700
+422% +$6.73M 0.27% 63
2023
Q2 		$1.65M Buy
+19,600
New +$1.73M 0.06% 277
2019
Q3 		– Sell
-3,200
Closed -$282K – 1908
2019
Q2 		$282K Sell
3,200
-400
-11% -$34.5K ﹤0.01% 1337
2019
Q1 		$302K Sell
3,600
-7,500
-68% -$596K 0.01% 1315
2018
Q4 		$830K Buy
+11,100
New +$833K 0.03% 513
2018
Q2 		– Sell
-127,100
Closed -$8.72M – 1582
2018
Q1 		$8.72M Buy
127,100
+109,600
+626% +$7.38M 0.14% 83
2017
Q4 		$1.29M Sell
17,500
-11,900
-40% -$889K 0.02% 907
2017
Q3 		$2.06M Sell
29,400
-7,400
-20% -$527K 0.03% 721
2017
Q2 		$2.56M Buy
+36,800
New +$2.56M 0.03% 607
2017
Q1 		– Sell
-16,000
Closed -$1.01M – 1933
2016
Q4 		$1.01M Hold
16,000
– – 0.01% 1177
2016
Q3 		$1.03M Buy
+16,000
New +$1.08M 0.01% 996
2016
Q1 		– Sell
-8,000
Closed -$466K – 1831
2015
Q4 		$466K Hold
8,000
– – 0.01% 1071
2015
Q3 		$455K Buy
+8,000
New +$444K 0.01% 1080

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.