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55I LLC’s American Electric Power AEP Stock Holding History

55I LLC’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
Q3 		$359K Buy
+4,147
New +$410K 0.01% 457
2022
Q2 		– Sell
-3,231
Closed -$322K – 542
2022
Q1 		$322K Buy
+3,231
New +$295K 0.01% 416

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

55I LLC's AEP Position: Q3 2022 in Review

55I LLC opened a new position in American Electric Power (AEP) in Q3 2022: 4,147 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: 55I LLC previously reported a position in AEP as recently as Q1 2022.

55I LLC first reported a position in AEP in Q1 2022 and has held it in 2 quarters since. 1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • 55I LLC held 4,147 shares of American Electric Power worth $359K as of Q3 2022.
  • American Electric Power was a new 55I LLC position in Q3 2022.
  • American Electric Power made up 0.01% of 55I LLC's portfolio in Q3 2022, its #457 holding.
  • 55I LLC first reported a position in American Electric Power in Q1 2022 and has held it in 2 quarters since.
  • 1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.