Zeke Capital Advisors’s American Electric Power AEP Stock Holding History

Zeke Capital 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
2022 Q4	$380K	Hold	3,997	–	–	0.02%	287
2022 Q3	$346K	Hold	3,997	–	–	0.03%	283
2022 Q2	$384K	Sell	3,997 -108	-3%	-$10.7K	0.03%	261
2022 Q1	$409K	Buy	+4,105	New	+$375K	0.02%	275
2020 Q1	–	Sell	-7,016	Closed	-$663K	–	237
2019 Q4	$663K	Sell	7,016 -583	-8%	-$53.9K	0.06%	312
2019 Q3	$712K	Buy	7,599 +1,306	+21%	+$119K	0.06%	276
2019 Q2	$554K	Buy	6,293 +704	+13%	+$60.7K	0.05%	335
2019 Q1	$468K	Buy	5,589 +260	+5%	+$20.7K	0.04%	376
2018 Q4	$398K	Hold	5,329	–	–	0.04%	380
2018 Q3	$378K	Hold	5,329	–	–	0.03%	466
2018 Q2	$369K	Sell	5,329 -2,385	-31%	-$161K	0.03%	358
2018 Q1	$529K	Sell	7,714 -108	-1%	-$7.27K	0.05%	317
2017 Q4	$575K	Buy	7,822 +1,573	+25%	+$118K	0.06%	265
2017 Q3	$439K	Buy	6,249 +3,113	+99%	+$222K	0.06%	253
2017 Q2	$218K	Buy	+3,136	New	+$218K	0.04%	263

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Zeke Capital Advisors's AEP Position: Q4 2022 in Review

Zeke Capital Advisors held its American Electric Power (AEP) position steady in Q4 2022 at 3,997 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #287.

Zeke Capital Advisors first reported a position in AEP in Q2 2017 and has held it in 15 quarters since. The position peaked at $712K in Q3 2019. 1,387 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Zeke Capital Advisors held 3,997 shares of American Electric Power worth $380K as of Q4 2022.
Zeke Capital Advisors left its American Electric Power share count unchanged in Q4 2022.
American Electric Power made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #287 holding.
Zeke Capital Advisors first reported a position in American Electric Power in Q2 2017 and has held it in 15 quarters since.
Zeke Capital Advisors's American Electric Power position peaked at $712K in Q3 2019.
1,387 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.