Sarah T. Connolly’s American Electric Power AEP Stock Holding History

Sarah T. Connolly’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
2023 Q4	–	Sell	-5,280	Closed	-$397K	–	10
2023 Q3	$397K	Sell	5,280 -500	-9%	-$40.7K	0.26%	71
2023 Q2	$487K	Hold	5,780	–	–	0.29%	71
2023 Q1	$526K	Hold	5,780	–	–	0.33%	70
2022 Q4	$549K	Hold	5,780	–	–	0.37%	69
2022 Q3	$500K	Hold	5,780	–	–	0.37%	70
2022 Q2	$555K	Hold	5,780	–	–	0.38%	67
2022 Q1	$577K	Hold	5,780	–	–	0.34%	69
2021 Q4	$514K	Hold	5,780	–	–	0.29%	71
2021 Q3	$469K	Hold	5,780	–	–	0.39%	70
2021 Q2	$489K	Hold	5,780	–	–	0.4%	68
2021 Q1	$490K	Hold	5,780	–	–	0.44%	67
2020 Q4	$481K	Buy	+5,780	New	+$502K	0.44%	65

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sarah T. Connolly's AEP Position: Q4 2023 in Review

Sarah T. Connolly sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 5,280 shares — an estimated $397K sold.

Sarah T. Connolly first reported a position in AEP in Q4 2020 and held it in 12 quarters. The position peaked at $577K in Q1 2022. 1,350 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

Sarah T. Connolly reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 5,280 American Electric Power shares in Q4 2023, an estimated $397K.
Sarah T. Connolly first reported a position in American Electric Power in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's American Electric Power position peaked at $577K in Q1 2022.
1,350 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.