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Summit X LLC’s American Electric Power AEP Stock Holding History

Summit X LLC’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
-7,395
Closed -$623K – 184
2023
Q2 		$623K Buy
7,395
+211
+3% +$18.6K 0.15% 137
2023
Q1 		$654K Buy
7,184
+568
+9% +$52K 0.17% 121
2022
Q4 		$635K Sell
6,616
-223
-3% -$20.3K 0.18% 119
2022
Q3 		$594K Buy
6,839
+223
+3% +$22K 0.18% 130
2022
Q2 		$635K Sell
6,616
-80
-1% -$7.93K 0.18% 118
2022
Q1 		$662K Buy
6,696
+205
+3% +$18.7K 0.16% 127
2021
Q4 		$572K Buy
6,491
+120
+2% +$10.1K 0.13% 151
2021
Q3 		$525K Sell
6,371
-122
-2% -$10.6K 0.13% 162
2021
Q2 		$548K Buy
6,493
+5
+0.1% +$431 0.14% 157
2021
Q1 		$550K Sell
6,488
-998
-13% -$80.4K 0.15% 145
2020
Q4 		$620K Buy
+7,486
New +$650K 0.18% 122
2020
Q2 		$850K Buy
10,676
+545
+5% +$44.5K 0.31% 80
2020
Q1 		$810K Sell
10,131
-146
-1% -$13.8K 0.38% 70
2019
Q4 		$975K Buy
10,277
+265
+3% +$24.5K 0.36% 68
2019
Q3 		$939K Sell
10,012
-306
-3% -$27.8K 0.38% 72
2019
Q2 		$892K Sell
10,318
-285
-3% -$24.6K 0.36% 72
2019
Q1 		$892K Buy
10,603
+3,714
+54% +$295K 0.38% 69
2018
Q4 		$594K Sell
6,889
-2,226
-24% -$167K 0.34% 81
2018
Q3 		$646K Sell
9,115
-200
-2% -$14.2K 0.32% 78
2018
Q2 		$646K Sell
9,315
-170
-2% -$11.4K 0.36% 68
2018
Q1 		$652K Sell
9,485
-835
-8% -$56.2K 0.39% 65
2017
Q4 		$761K Buy
10,320
+505
+5% +$37.7K 0.48% 51
2017
Q3 		$688K Buy
9,815
+597
+6% +$42.5K 0.46% 53
2017
Q2 		$641K Buy
+9,218
New +$640K 0.46% 62

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Summit X LLC's AEP Position: Q3 2023 in Review

Summit X LLC sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 7,395 shares — an estimated $623K sold.

Summit X LLC first reported a position in AEP in Q2 2017 and held it in 24 quarters. The position peaked at $975K in Q4 2019. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Summit X LLC reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 7,395 American Electric Power shares in Q3 2023, an estimated $623K.
  • Summit X LLC first reported a position in American Electric Power in Q2 2017 and held it in 24 quarters.
  • Summit X LLC's American Electric Power position peaked at $975K in Q4 2019.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.