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Wilbanks Smith & Thomas Asset Management’s American Electric Power AEP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		$414K Buy
4,807
+197
+4% +$16K 0.01% 372
2023
Q4 		$374K Sell
4,610
-626
-12% -$48.6K 0.01% 384
2023
Q3 		$394K Sell
5,236
-17
-0.3% -$1.38K 0.01% 353
2023
Q2 		$442K Buy
5,253
+339
+7% +$29.9K 0.01% 341
2023
Q1 		$447K Buy
4,914
+836
+21% +$76.5K 0.02% 325
2022
Q4 		$387K Sell
4,078
-73
-2% -$6.64K 0.01% 349
2022
Q3 		$359K Buy
4,151
+234
+6% +$23.1K 0.02% 335
2022
Q2 		$376K Buy
3,917
+433
+12% +$42.9K 0.02% 344
2022
Q1 		$343K Buy
3,484
+41
+1% +$3.75K 0.01% 369
2021
Q4 		$306K Hold
3,443
– – 0.01% 412
2021
Q3 		$280K Sell
3,443
-2,518
-42% -$220K 0.01% 406
2021
Q2 		$504K Buy
5,961
+1,470
+33% +$127K 0.02% 307
2021
Q1 		$380K Sell
4,491
-87
-2% -$7.01K 0.02% 329
2020
Q4 		$381K Sell
4,578
-915
-17% -$79.4K 0.02% 296
2020
Q3 		$449K Sell
5,493
-64
-1% -$5.27K 0.02% 260
2020
Q2 		$443K Sell
5,557
-691
-11% -$56.4K 0.03% 255
2020
Q1 		$500K Buy
6,248
+3,081
+97% +$291K 0.04% 220
2019
Q4 		$299K Sell
3,167
-683
-18% -$63.1K 0.02% 333
2019
Q3 		$361K Buy
3,850
+929
+32% +$84.4K 0.02% 278
2019
Q2 		$257K Sell
2,921
-500
-15% -$43.1K 0.02% 343
2019
Q1 		$287K Hold
3,421
– – 0.02% 317
2018
Q4 		$256K Hold
3,421
– – 0.02% 290
2018
Q3 		$242K Sell
3,421
-10,850
-76% -$772K 0.01% 349
2018
Q2 		$988K Sell
14,271
-35
-0.2% -$2.36K 0.08% 136
2018
Q1 		$981K Buy
14,306
+16
+0.1% +$1.08K 0.08% 136
2017
Q4 		$1.05M Buy
14,290
+11,400
+394% +$852K 0.08% 139
2017
Q3 		$203K Sell
2,890
-238
-8% -$17K 0.02% 323
2017
Q2 		$217K Buy
+3,128
New +$217K 0.02% 297

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
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

Wilbanks Smith & Thomas Asset Management's AEP Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its American Electric Power (AEP) stake by 4.3% in Q1 2024, buying an estimated $16K and bringing the position to 4,807 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #372.

Wilbanks Smith & Thomas Asset Management first reported a position in AEP in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.05M in Q4 2017. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 4,807 shares of American Electric Power worth $414K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 197 American Electric Power shares in Q1 2024, an estimated $16K.
  • American Electric Power made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #372 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in American Electric Power in Q2 2017 and has held it in 28 quarters since.
  • Wilbanks Smith & Thomas Asset Management's American Electric Power position peaked at $1.05M in Q4 2017.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.