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Swisher Financial Concepts’s American Electric Power AEP Stock Holding History

Swisher Financial Concepts’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 		– Sell
-2,065
Closed -$211K – 64
2024
Q3 		$211K Buy
+2,065
New +$202K 0.13% 85
2024
Q2 		– Sell
-3,726
Closed -$309K – 81
2024
Q1 		$309K Buy
3,726
+3
+0.1% +$244 0.27% 59
2023
Q4 		$301K Buy
+3,723
New +$289K 0.29% 57

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

Swisher Financial Concepts's AEP Position: Q4 2024 in Review

Swisher Financial Concepts sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 2,065 shares — an estimated $211K sold.

Swisher Financial Concepts first reported a position in AEP in Q4 2023 and held it in 3 quarters. The position peaked at $309K in Q1 2024. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Swisher Financial Concepts reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 2,065 American Electric Power shares in Q4 2024, an estimated $211K.
  • Swisher Financial Concepts first reported a position in American Electric Power in Q4 2023 and held it in 3 quarters.
  • Swisher Financial Concepts's American Electric Power position peaked at $309K in Q1 2024.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Swisher Financial Concepts's 13F filing for Q4 2024, filed 13 Feb 2025.