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Peterson Financial Group’s American Electric Power AEP Stock Holding History

Peterson Financial Group’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 		$8.99K Buy
+88
New +$8.59K 0.03% 221

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peterson Financial Group's AEP Position: Q3 2024 in Review

Peterson Financial Group opened a new position in American Electric Power (AEP) in Q3 2024: 88 shares worth $8.99K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings.

1,494 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Peterson Financial Group held 88 shares of American Electric Power worth $8.99K as of Q3 2024.
  • American Electric Power was a new Peterson Financial Group position in Q3 2024.
  • American Electric Power made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #221 holding.
  • 1,494 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.