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Sugarloaf Wealth Management’s American Electric Power AEP Stock Holding History

Sugarloaf Wealth 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 		$91.6K Buy
993
+1
+0.1% +$97 0.02% 237
2024
Q3 		$102K Buy
992
+5
+0.5% +$488 0.02% 236
2024
Q2 		$86.6K Buy
987
+259
+36% +$22.7K 0.02% 241
2024
Q1 		$62.7K Sell
728
-423
-37% -$34.4K 0.01% 270
2023
Q4 		$93.5K Sell
1,151
-256
-18% -$19.9K 0.02% 224
2023
Q3 		$106K Buy
1,407
+1
+0.1% +$81 0.03% 204
2023
Q2 		$118K Buy
1,406
+2
+0.1% +$177 0.03% 191
2023
Q1 		$128K Hold
1,404
– – 0.03% 179
2022
Q4 		$133K Buy
1,404
+1
+0.1% +$91 0.03% 167
2022
Q3 		$122K Buy
1,403
+1
+0.1% +$99 0.03% 178
2022
Q2 		$134K Buy
1,402
+1
+0.1% +$99 0.03% 158
2022
Q1 		$140K Buy
1,401
+1
+0.1% +$91 0.03% 157
2021
Q4 		$125K Buy
1,400
+1
+0.1% +$84 0.03% 171
2021
Q3 		$114K Sell
1,399
-102
-7% -$8.9K 0.03% 178
2021
Q2 		$127K Buy
1,501
+104
+7% +$8.96K 0.03% 160
2021
Q1 		$118 Buy
1,397
+1
+0.1% +$81 0.04% 162
2020
Q4 		$116K Sell
1,396
-13
-0.9% -$1.13K 0.04% 163
2020
Q3 		$115K Buy
1,409
+1
+0.1% +$82 0.04% 146
2020
Q2 		$112K Buy
1,408
+1
+0.1% +$82 0.04% 151
2020
Q1 		$113K Sell
1,407
-186
-12% -$17.6K 0.05% 145
2019
Q4 		$151K Buy
+1,593
New +$147K 0.06% 139

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's AEP Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its American Electric Power (AEP) stake by 0.1% in Q4 2024, buying an estimated $97 and bringing the position to 993 shares worth $91.6K. The position accounts for 0.02% of the portfolio, ranked #237.

Sugarloaf Wealth Management first reported a position in AEP in Q4 2019 and has held it in 21 quarters since. The position peaked at $151K in Q4 2019. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Sugarloaf Wealth Management held 993 shares of American Electric Power worth $91.6K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 American Electric Power share in Q4 2024, an estimated $97.
  • American Electric Power made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #237 holding.
  • Sugarloaf Wealth Management first reported a position in American Electric Power in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's American Electric Power position peaked at $151K in Q4 2019.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.