Stuart Chaussee & Associates’s American Electric Power AEP Stock Holding History

Stuart Chaussee & Associates’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	-84	Closed	-$6.32K	–	149
2023 Q3	$6.32K	Hold	84	–	–	﹤0.01%	108
2023 Q2	$7.07K	Hold	84	–	–	﹤0.01%	106
2023 Q1	$7.64K	Hold	84	–	–	﹤0.01%	102
2022 Q4	$7.98K	Hold	84	–	–	﹤0.01%	110
2022 Q3	$7K	Hold	84	–	–	0.02%	102
2022 Q2	$8K	Hold	84	–	–	0.02%	105
2022 Q1	$8K	Hold	84	–	–	﹤0.01%	127
2021 Q4	$7K	Hold	84	–	–	﹤0.01%	134
2021 Q3	$7K	Hold	84	–	–	0.01%	117
2021 Q2	$7K	Hold	84	–	–	﹤0.01%	125
2021 Q1	$7K	Hold	84	–	–	﹤0.01%	145
2020 Q4	$7K	Hold	84	–	–	﹤0.01%	74
2020 Q3	$7K	Hold	84	–	–	﹤0.01%	76
2020 Q2	$7K	Hold	84	–	–	﹤0.01%	58
2020 Q1	$7K	Hold	84	–	–	0.01%	54
2019 Q4	$8K	Hold	84	–	–	﹤0.01%	87
2019 Q3	$8K	Hold	84	–	–	﹤0.01%	89
2019 Q2	$7K	Hold	84	–	–	﹤0.01%	93
2019 Q1	$7K	Hold	84	–	–	﹤0.01%	89
2018 Q4	$6K	Buy	+84	New	+$6.3K	﹤0.01%	79
2018 Q1	–	Sell	-20	Closed	-$1K	–	108
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	115
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	88
2017 Q2	$1K	Buy	+20	New	+$1.39K	﹤0.01%	85

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stuart Chaussee & Associates's AEP Position: Q4 2023 in Review

Stuart Chaussee & Associates sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 84 shares — an estimated $6.32K sold.

Stuart Chaussee & Associates first reported a position in AEP in Q2 2017 and held it in 23 quarters. The position peaked at $8K in Q2 2022. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

Stuart Chaussee & Associates reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 84 American Electric Power shares in Q4 2023, an estimated $6.32K.
Stuart Chaussee & Associates first reported a position in American Electric Power in Q2 2017 and held it in 23 quarters.
Stuart Chaussee & Associates's American Electric Power position peaked at $8K in Q2 2022.
1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2023, filed 2 Feb 2024.