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Unique Wealth Strategies’s American Electric Power AEP Stock Holding History

Unique Wealth Strategies’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
-51
Closed -$4.39K – 212
2024
Q2 		$4.39K Buy
+51
New +$4.46K ﹤0.01% 399

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

Unique Wealth Strategies's AEP Position: Q3 2024 in Review

Unique Wealth Strategies sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 51 shares — an estimated $4.39K sold.

Unique Wealth Strategies first reported a position in AEP in Q2 2024 and held it in 1 quarter. The position peaked at $4.39K in Q2 2024. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Unique Wealth Strategies reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 51 American Electric Power shares in Q3 2024, an estimated $4.39K.
  • Unique Wealth Strategies first reported a position in American Electric Power in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's American Electric Power position peaked at $4.39K in Q2 2024.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.