Retirement Group’s American Electric Power AEP Stock Holding History

Retirement 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 Q1	$9.74K	Buy	113 +1	+0.9%	+$81	﹤0.01%	479
2023 Q4	$9.1K	Buy	112 +1	+0.9%	+$78	﹤0.01%	465
2023 Q3	$8.33K	Buy	111 +1	+0.9%	+$81	﹤0.01%	434
2023 Q2	$9.23K	Buy	110 +1	+0.9%	+$88	﹤0.01%	425
2023 Q1	$10K	Buy	109 +1	+0.9%	+$91	﹤0.01%	391
2022 Q4	$10K	Buy	108 +1	+0.9%	+$91	﹤0.01%	350
2022 Q3	$9K	Buy	107 +1	+0.9%	+$99	0.01%	256
2022 Q2	$10K	Buy	106 +1	+1%	+$99	﹤0.01%	429
2022 Q1	$10K	Buy	105 +1	+1%	+$91	﹤0.01%	458
2021 Q4	$9K	Buy	104 +1	+1%	+$84	﹤0.01%	451
2021 Q3	$8K	Buy	103 +1	+1%	+$87	﹤0.01%	395
2021 Q2	$9K	Buy	102 +1	+1%	+$86	﹤0.01%	419
2021 Q1	$9K	Sell	101 -58	-36%	-$4.67K	﹤0.01%	477
2020 Q4	$13K	Hold	159	–	–	0.01%	401
2020 Q3	$13K	Hold	159	–	–	0.01%	377
2020 Q2	$13K	Buy	+159	New	+$13K	0.01%	361

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's AEP Position: Q1 2024 in Review

Retirement Group increased its American Electric Power (AEP) stake by 0.89% in Q1 2024, buying an estimated $81 and bringing the position to 113 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Retirement Group first reported a position in AEP in Q2 2020 and has held it in 16 quarters since. The position peaked at $13K in Q4 2020. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

Retirement Group held 113 shares of American Electric Power worth $9.74K as of Q1 2024.
Retirement Group bought 1 American Electric Power share in Q1 2024, an estimated $81.
American Electric Power made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #479 holding.
Retirement Group first reported a position in American Electric Power in Q2 2020 and has held it in 16 quarters since.
Retirement Group's American Electric Power position peaked at $13K in Q4 2020.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.