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Reston Wealth Management’s American Electric Power AEP Stock Holding History

Reston Wealth 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
2024
Q4 		– Sell
-467
Closed -$47.9K – 61
2024
Q3 		$47.9K Buy
+467
New +$45.6K 0.02% 130

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

Reston Wealth Management's AEP Position: Q4 2024 in Review

Reston Wealth Management sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 467 shares — an estimated $47.9K sold.

Reston Wealth Management first reported a position in AEP in Q3 2024 and held it in 1 quarter. The position peaked at $47.9K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Reston Wealth Management reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 467 American Electric Power shares in Q4 2024, an estimated $47.9K.
  • Reston Wealth Management first reported a position in American Electric Power in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's American Electric Power position peaked at $47.9K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.