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WR Wealth Planners’s American Electric Power AEP Stock Holding History

WR Wealth Planners’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 		$3.04K Buy
33
+8
+32% +$774 ﹤0.01% 784
2024
Q3 		$2.56K Hold
25
– – ﹤0.01% 855
2024
Q2 		$2.19K Sell
25
-107
-81% -$9.36K ﹤0.01% 867
2024
Q1 		$11.4K Buy
+132
New +$10.7K ﹤0.01% 573

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

WR Wealth Planners's AEP Position: Q4 2024 in Review

WR Wealth Planners increased its American Electric Power (AEP) stake by 32% in Q4 2024, buying an estimated $774 and bringing the position to 33 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

WR Wealth Planners first reported a position in AEP in Q1 2024 and has held it in 4 quarters since. The position peaked at $11.4K in Q1 2024. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • WR Wealth Planners held 33 shares of American Electric Power worth $3.04K as of Q4 2024.
  • WR Wealth Planners bought 8 American Electric Power shares in Q4 2024, an estimated $774.
  • American Electric Power made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #784 holding.
  • WR Wealth Planners first reported a position in American Electric Power in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's American Electric Power position peaked at $11.4K in Q1 2024.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.