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Taylor Hoffman Wealth Management’s American Electric Power AEP Stock Holding History

Taylor Hoffman 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
Q2 		$327K Hold
3,746
– – 0.13% 94
2024
Q1 		$323K Hold
3,746
– – 0.14% 90
2023
Q4 		$304K Hold
3,746
– – 0.14% 89
2023
Q3 		$282K Hold
3,746
– – 0.15% 89
2023
Q2 		$315K Buy
3,746
+496
+15% +$43.8K 0.16% 87
2023
Q1 		$296K Buy
3,250
+450
+16% +$41.2K 0.16% 90
2022
Q4 		$266K Sell
2,800
-1,753
-39% -$160K 0.16% 87
2022
Q3 		$394K Hold
4,553
– – 0.21% 87
2022
Q2 		$446K Hold
4,553
– – 0.22% 87
2022
Q1 		$454K Hold
4,553
– – 0.18% 93
2021
Q4 		$405K Sell
4,553
-231
-5% -$19.5K 0.15% 101
2021
Q3 		$389K Buy
4,784
+231
+5% +$20.2K 0.17% 99
2021
Q2 		$385K Hold
4,553
– – 0.17% 98
2021
Q1 		$386K Hold
4,553
– – 0.18% 101
2020
Q4 		$379K Hold
4,553
– – 0.19% 101
2020
Q3 		$372K Sell
4,553
-1,560
-26% -$129K 0.22% 93
2020
Q2 		$487K Sell
6,113
-240
-4% -$19.6K 0.31% 83
2020
Q1 		$508K Hold
6,353
– – 0.49% 71
2019
Q4 		$600K Hold
6,353
– – 0.39% 72
2019
Q3 		$595K Hold
6,353
– – 0.42% 67
2019
Q2 		$559K Hold
6,353
– – 0.45% 63
2019
Q1 		$532K Hold
6,353
– – 0.39% 71
2018
Q4 		$475K Hold
6,353
– – 0.43% 60
2018
Q3 		$450K Sell
6,353
-77
-1% -$5.48K 0.36% 69
2018
Q2 		$445K Hold
6,430
– – 0.39% 68
2018
Q1 		$441K Hold
6,430
– – 0.4% 66
2017
Q4 		$473K Buy
+6,430
New +$480K 0.45% 62

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Taylor Hoffman Wealth Management's AEP Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its American Electric Power (AEP) position steady in Q2 2024 at 3,746 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #94.

Taylor Hoffman Wealth Management first reported a position in AEP in Q4 2017 and has held it in 27 quarters since. The position peaked at $600K in Q4 2019. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • Taylor Hoffman Wealth Management held 3,746 shares of American Electric Power worth $327K as of Q2 2024.
  • Taylor Hoffman Wealth Management left its American Electric Power share count unchanged in Q2 2024.
  • American Electric Power made up 0.13% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #94 holding.
  • Taylor Hoffman Wealth Management first reported a position in American Electric Power in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's American Electric Power position peaked at $600K in Q4 2019.
  • 1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.