SpiderRock Advisors’s American Electric Power AEP Stock Holding History

SpiderRock Advisors’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Hold	–	-$263K	–	172
2020 Q3	–	Hold	–	–	–	101
2017 Q4	–	Hold	–	-$1K	–	24
2017 Q3	–	Hold	–	–	–	640
2017 Q2	–	Hold	–	–	–	326
2017 Q1	–	Hold	–	–	–	348

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SpiderRock Advisors's AEP Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in American Electric Power (AEP) in Q3 2024: 2,091 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings.

1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

SpiderRock Advisors held 2,091 shares of American Electric Power worth $215K as of Q3 2024.
American Electric Power was a new SpiderRock Advisors position in Q3 2024.
American Electric Power made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #794 holding.
1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.