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

RFP 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 		– Sell
-100
Closed -$8.81K – 121
2024
Q2 		$8.81K Buy
100
+18
+22% +$1.57K ﹤0.01% 462
2024
Q1 		$7.1K Sell
82
-85
-51% -$6.91K ﹤0.01% 455
2023
Q4 		$13.6K Buy
167
+76
+84% +$5.9K 0.01% 363
2023
Q3 		$6.88K Hold
91
– – ﹤0.01% 456
2023
Q2 		$7.7K Hold
91
– – ﹤0.01% 470
2023
Q1 		$8.32K Hold
91
– – 0.01% 304
2022
Q4 		$8.68K Buy
+91
New +$8.28K ﹤0.01% 410

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

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

RFP Financial Group sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 100 shares — an estimated $8.81K sold.

RFP Financial Group first reported a position in AEP in Q4 2022 and held it in 7 quarters. The position peaked at $13.6K in Q4 2023. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • RFP Financial Group reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 100 American Electric Power shares in Q3 2024, an estimated $8.81K.
  • RFP Financial Group first reported a position in American Electric Power in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's American Electric Power position peaked at $13.6K in Q4 2023.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.