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Shaker Investments’s American Electric Power AEP Stock Holding History

Shaker Investments’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
Q3 		– Sell
-8,281
Closed -$697K – 80
2023
Q2 		$697K Sell
8,281
-16
-0.2% -$1.41K 0.36% 69
2023
Q1 		$755K Buy
8,297
+98
+1% +$8.96K 0.42% 66
2022
Q4 		$778K Buy
8,199
+125
+2% +$11.4K 0.48% 55
2022
Q3 		$698K Buy
8,074
+18
+0.2% +$1.78K 0.47% 56
2022
Q2 		$773K Buy
+8,056
New +$798K 0.49% 60
2020
Q3 		– Sell
-14,851
Closed -$1.18M – 87
2020
Q2 		$1.18M Buy
14,851
+20
+0.1% +$1.63K 0.67% 38
2020
Q1 		$1.19M Buy
14,831
+19
+0.1% +$1.8K 1.02% 29
2019
Q4 		$1.4M Sell
14,812
-64
-0.4% -$5.91K 0.83% 37
2019
Q3 		$1.39M Sell
14,876
-35
-0.2% -$3.18K 0.91% 34
2019
Q2 		$1.31M Sell
14,911
-3,836
-20% -$331K 0.87% 32
2019
Q1 		$1.57M Sell
18,747
-55
-0.3% -$4.37K 1.09% 32
2018
Q4 		$1.41M Buy
+18,802
New +$1.41M 1.22% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shaker Investments's AEP Position: Q3 2023 in Review

Shaker Investments sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 8,281 shares — an estimated $697K sold.

Shaker Investments first reported a position in AEP in Q4 2018 and held it in 12 quarters. The position peaked at $1.57M in Q1 2019. 1,275 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Shaker Investments reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Shaker Investments sold 8,281 American Electric Power shares in Q3 2023, an estimated $697K.
  • Shaker Investments first reported a position in American Electric Power in Q4 2018 and held it in 12 quarters.
  • Shaker Investments's American Electric Power position peaked at $1.57M in Q1 2019.
  • 1,275 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Shaker Investments's 13F filing for Q3 2023, filed 24 Oct 2023.