UCMOK
AEP icon

United Capital Management of KS’s American Electric Power AEP Stock Holding History

United Capital Management of KS’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
Q1 		– Sell
-3,023
Closed -$246K – 81
2023
Q4 		$246K Sell
3,023
-569
-16% -$44.2K 0.07% 74
2023
Q3 		$270K Sell
3,592
-134
-4% -$10.9K 0.09% 69
2023
Q2 		$314K Sell
3,726
-502
-12% -$44.3K 0.1% 71
2023
Q1 		$385K Sell
4,228
-69
-2% -$6.31K 0.14% 67
2022
Q4 		$408K Buy
4,297
+214
+5% +$19.5K 0.17% 67
2022
Q3 		$353K Sell
4,083
-33
-0.8% -$3.26K 0.17% 72
2022
Q2 		$395K Sell
4,116
-316
-7% -$31.3K 0.19% 70
2022
Q1 		$442K Sell
4,432
-55
-1% -$5.03K 0.17% 73
2021
Q4 		$399K Buy
4,487
+3
+0.1% +$253 0.15% 75
2021
Q3 		$364K Buy
4,484
+536
+14% +$46.8K 0.15% 76
2021
Q2 		$334K Buy
3,948
+148
+4% +$12.7K 0.14% 80
2021
Q1 		$322K Buy
3,800
+736
+24% +$59.3K 0.15% 79
2020
Q4 		$255K Sell
3,064
-170
-5% -$14.8K 0.12% 85
2020
Q3 		$264K Sell
3,234
-31
-0.9% -$2.55K 0.14% 81
2020
Q2 		$260K Sell
3,265
-241
-7% -$19.7K 0.15% 76
2020
Q1 		$280K Sell
3,506
-151
-4% -$14.3K 0.24% 65
2019
Q4 		$346K Sell
3,657
-379
-9% -$35K 0.22% 88
2019
Q3 		$378K Sell
4,036
-97
-2% -$8.81K 0.28% 80
2019
Q2 		$364K Sell
4,133
-37
-0.9% -$3.19K 0.28% 82
2019
Q1 		$350K Sell
4,170
-161
-4% -$12.8K 0.27% 82
2018
Q4 		$324K Sell
4,331
-107
-2% -$8.03K 0.3% 83
2018
Q3 		$315K Buy
+4,438
New +$316K 0.25% 86

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Management of KS's AEP Position: Q1 2024 in Review

United Capital Management of KS sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 3,023 shares — an estimated $246K sold.

United Capital Management of KS first reported a position in AEP in Q3 2018 and held it in 22 quarters. The position peaked at $442K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • United Capital Management of KS reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • United Capital Management of KS sold 3,023 American Electric Power shares in Q1 2024, an estimated $246K.
  • United Capital Management of KS first reported a position in American Electric Power in Q3 2018 and held it in 22 quarters.
  • United Capital Management of KS's American Electric Power position peaked at $442K in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on United Capital Management of KS's 13F filing for Q1 2024, filed 19 Apr 2024.