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Planning Capital Management Corporation’s American Electric Power AEP Stock Holding History

Planning Capital Management Corporation’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 		$206 Sell
2
-42
-95% -$4.1K ﹤0.01% 700
2024
Q2 		$3.86K Hold
44
– – ﹤0.01% 483
2024
Q1 		$3.79K Hold
44
– – ﹤0.01% 509
2023
Q4 		$3.57K Buy
+44
New +$3.42K ﹤0.01% 520

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

Planning Capital Management Corporation's AEP Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its American Electric Power (AEP) stake by 95% in Q3 2024, selling an estimated $4.1K and leaving 2 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Planning Capital Management Corporation first reported a position in AEP in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.86K in Q2 2024. 1,494 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Planning Capital Management Corporation held 2 shares of American Electric Power worth $206 as of Q3 2024.
  • Planning Capital Management Corporation sold 42 American Electric Power shares in Q3 2024, an estimated $4.1K.
  • American Electric Power made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #700 holding.
  • Planning Capital Management Corporation first reported a position in American Electric Power in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's American Electric Power position peaked at $3.86K in Q2 2024.
  • 1,494 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.