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Royal Fund Management’s American Electric Power AEP Stock Holding History

Royal Fund 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
-12,024
Closed -$1.23M – 288
2024
Q3 		$1.23M Sell
12,024
-174
-1% -$17K 0.07% 197
2024
Q2 		$1.07M Buy
+12,198
New +$1.07M 0.09% 185
2021
Q2 		– Sell
-2,785
Closed -$235K – 191
2021
Q1 		$235K Sell
2,785
-143
-5% -$11.5K 0.04% 167
2020
Q4 		$243K Buy
2,928
+100
+4% +$8.68K 0.05% 146
2020
Q3 		$231K Buy
2,828
+17
+0.6% +$1.4K 0.06% 139
2020
Q2 		$223K Sell
2,811
-17
-0.6% -$1.39K 0.08% 134
2020
Q1 		$226K Sell
2,828
-11
-0.4% -$1.04K 0.09% 127
2019
Q4 		$268K Sell
2,839
-19
-0.7% -$1.75K 0.07% 117
2019
Q3 		$267K Buy
2,858
+30
+1% +$2.72K 0.07% 110
2019
Q2 		$248K Buy
2,828
+2,725
+2,646% +$235K 0.07% 113
2019
Q1 		$8K Sell
103
-20
-16% -$1.59K ﹤0.01% 381
2018
Q4 		$9K Buy
123
+63
+105% +$4.73K ﹤0.01% 343
2018
Q3 		$4K Hold
60
– – ﹤0.01% 399
2018
Q2 		$4K Hold
60
– – ﹤0.01% 426
2018
Q1 		$4K Hold
60
– – ﹤0.01% 409
2017
Q4 		$4K Hold
60
– – ﹤0.01% 515
2017
Q3 		$4K Hold
60
– – ﹤0.01% 366
2017
Q2 		$4K Sell
60
-632
-91% -$43.9K ﹤0.01% 327
2017
Q1 		$46K Hold
692
– – 0.02% 159
2016
Q4 		$43K Buy
+692
New +$42.7K 0.02% 149

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Royal Fund Management's AEP Position: Q4 2024 in Review

Royal Fund Management sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 12,024 shares — an estimated $1.23M sold.

Royal Fund Management first reported a position in AEP in Q4 2016 and held it in 20 quarters. The position peaked at $1.23M in Q3 2024. 1,527 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Royal Fund Management reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Royal Fund Management sold 12,024 American Electric Power shares in Q4 2024, an estimated $1.23M.
  • Royal Fund Management first reported a position in American Electric Power in Q4 2016 and held it in 20 quarters.
  • Royal Fund Management's American Electric Power position peaked at $1.23M in Q3 2024.
  • 1,527 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Royal Fund Management's 13F filing for Q4 2024, filed 16 Jan 2025.