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Wetzel Investment Advisors’s American Electric Power AEP Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-261
Closed -$22.5K – 140
2024
Q2 		$22.5K Sell
261
-99
-28% -$8.66K 0.01% 332
2024
Q1 		$29.7K Sell
360
-30
-8% -$2.44K 0.02% 316
2023
Q4 		$32K Buy
+390
New +$30.3K 0.02% 307

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

Wetzel Investment Advisors's AEP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 261 shares — an estimated $22.5K sold.

Wetzel Investment Advisors first reported a position in AEP in Q4 2023 and held it in 3 quarters. The position peaked at $32K in Q4 2023. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 261 American Electric Power shares in Q3 2024, an estimated $22.5K.
  • Wetzel Investment Advisors first reported a position in American Electric Power in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's American Electric Power position peaked at $32K in Q4 2023.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.