The Family Firm’s American Electric Power AEP Stock Holding History

The Family Firm’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 Q3	–	Sell	-1,394	Closed	-$122K	–	223
2024 Q2	$122K	Buy	+1,394	New	+$122K	0.03%	250

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

The Family Firm's AEP Position: Q3 2024 in Review

The Family Firm sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 1,394 shares — an estimated $122K sold.

The Family Firm first reported a position in AEP in Q2 2024 and held it in 1 quarter. The position peaked at $122K in Q2 2024. 1,494 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

The Family Firm reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,394 American Electric Power shares in Q3 2024, an estimated $122K.
The Family Firm first reported a position in American Electric Power in Q2 2024 and held it in 1 quarter.
The Family Firm's American Electric Power position peaked at $122K in Q2 2024.
1,494 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.