TCA
AEP icon

Tortoise Capital Advisors’s American Electric Power AEP Stock Holding History

Tortoise Capital Advisors’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
-222,426
Closed -$22.8M – 52
2024
Q3 		$22.8M Sell
222,426
-3,595
-2% -$351K 0.29% 38
2024
Q2 		$19.8M Sell
226,021
-32,152
-12% -$2.81M 0.26% 41
2024
Q1 		$22.2M Sell
258,173
-190,979
-43% -$15.5M 0.31% 37
2023
Q4 		$36.5M Buy
449,152
+18,853
+4% +$1.46M 0.56% 30
2023
Q3 		$32.4M Sell
430,299
-10,067
-2% -$819K 0.49% 29
2023
Q2 		$37.1M Buy
440,366
+42,181
+11% +$3.73M 0.57% 29
2023
Q1 		$36.2M Buy
398,185
+10,427
+3% +$954K 0.54% 30
2022
Q4 		$36.8M Sell
387,758
-103,332
-21% -$9.41M 0.55% 30
2022
Q3 		$42.5M Sell
491,090
-19,784
-4% -$1.96M 0.67% 29
2022
Q2 		$49M Sell
510,874
-12,154
-2% -$1.2M 0.77% 25
2022
Q1 		$52.2M Buy
523,028
+382
+0.1% +$34.9K 0.69% 27
2021
Q4 		$46.5M Buy
522,646
+334,721
+178% +$28.2M 0.7% 27
2021
Q3 		$15.3M Buy
+187,925
New +$16.4M 0.25% 38
2020
Q3 		– Sell
-3,519
Closed -$280K – 109
2020
Q2 		$280K Buy
3,519
+1,194
+51% +$97.5K ﹤0.01% 85
2020
Q1 		$186K Sell
2,325
-3,937
-63% -$372K ﹤0.01% 107
2019
Q4 		$592K Buy
+6,262
New +$578K ﹤0.01% 91

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 $1.88B AUM 29.07% 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

Tortoise Capital Advisors's AEP Position: Q4 2024 in Review

Tortoise Capital Advisors sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 222,426 shares — an estimated $22.8M sold.

Tortoise Capital Advisors first reported a position in AEP in Q4 2019 and held it in 16 quarters. The position peaked at $52.2M in Q1 2022. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Tortoise Capital Advisors reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Tortoise Capital Advisors sold 222,426 American Electric Power shares in Q4 2024, an estimated $22.8M.
  • Tortoise Capital Advisors first reported a position in American Electric Power in Q4 2019 and held it in 16 quarters.
  • Tortoise Capital Advisors's American Electric Power position peaked at $52.2M in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Tortoise Capital Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.