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Ziegler Capital Management’s American Electric Power AEP Stock Holding History

Ziegler Capital 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 		– Sell
-21,769
Closed -$1.78M – 402
2023
Q4 		$1.78M Sell
21,769
-2,327
-10% -$181K 0.08% 232
2023
Q3 		$1.81M Sell
24,096
-709
-3% -$57.7K 0.07% 224
2023
Q2 		$2.09M Buy
24,805
+242
+1% +$21.4K 0.08% 224
2023
Q1 		$2.25M Sell
24,563
-60,835
-71% -$5.56M 0.09% 208
2022
Q4 		$8.11M Sell
85,398
-13,981
-14% -$1.27M 0.34% 110
2022
Q3 		$8.58M Buy
99,379
+4,700
+5% +$465K 0.38% 89
2022
Q2 		$9.08M Sell
94,679
-3,613
-4% -$358K 0.37% 92
2022
Q1 		$9.81M Buy
98,292
+11,383
+13% +$1.04M 0.42% 89
2021
Q4 		$7.73M Buy
86,909
+82,205
+1,748% +$6.93M 0.28% 132
2021
Q3 		$382K Buy
4,704
+466
+11% +$40.7K 0.01% 393
2021
Q2 		$358K Buy
4,238
+1,007
+31% +$86.7K 0.01% 403
2021
Q1 		$274K Buy
3,231
+590
+22% +$47.6K 0.01% 408
2020
Q4 		$220K Buy
+2,641
New +$229K 0.01% 414
2020
Q3 		– Sell
-12,553
Closed -$1M – 412
2020
Q2 		$1M Sell
12,553
-2,283
-15% -$186K 0.03% 310
2020
Q1 		$1.19M Buy
+14,836
New +$1.4M 0.03% 327

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

Ziegler Capital Management's AEP Position: Q1 2024 in Review

Ziegler Capital Management sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 21,769 shares — an estimated $1.78M sold.

Ziegler Capital Management first reported a position in AEP in Q1 2020 and held it in 15 quarters. The position peaked at $9.81M in Q1 2022. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Ziegler Capital Management reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Ziegler Capital Management sold 21,769 American Electric Power shares in Q1 2024, an estimated $1.78M.
  • Ziegler Capital Management first reported a position in American Electric Power in Q1 2020 and held it in 15 quarters.
  • Ziegler Capital Management's American Electric Power position peaked at $9.81M in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.