Achmea Investment Management’s American Electric Power AEP Stock Holding History

Achmea Investment 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
2023 Q3	–	Sell	-256	Closed	-$22K	–	487
2023 Q2	$22K	Hold	256	–	–	﹤0.01%	622
2023 Q1	$23K	Hold	256	–	–	﹤0.01%	588
2022 Q4	$23K	Hold	256	–	–	﹤0.01%	605
2022 Q3	$23K	Hold	256	–	–	﹤0.01%	597
2022 Q2	$24K	Hold	256	–	–	﹤0.01%	586
2022 Q1	$26K	Hold	256	–	–	﹤0.01%	603
2021 Q4	$23K	Buy	+256	New	+$21.6K	﹤0.01%	337
2020 Q1	–	Sell	-93,369	Closed	-$8.82M	–	264
2019 Q4	$8.82M	Buy	93,369 +47,350	+103%	+$4.37M	0.34%	67
2019 Q3	$4.31M	Hold	46,019	–	–	0.17%	156
2019 Q2	$4.05M	Buy	+46,019	New	+$3.97M	0.15%	164
2017 Q2	–	Sell	-17,732	Closed	-$1.19M	–	506
2017 Q1	$1.19M	Buy	+17,732	New	+$1.15M	0.06%	344

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Achmea Investment Management's AEP Position: Q3 2023 in Review

Achmea Investment Management sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 256 shares — an estimated $22K sold.

Achmea Investment Management first reported a position in AEP in Q1 2017 and held it in 11 quarters. The position peaked at $8.82M in Q4 2019. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

Achmea Investment Management reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
Achmea Investment Management sold 256 American Electric Power shares in Q3 2023, an estimated $22K.
Achmea Investment Management first reported a position in American Electric Power in Q1 2017 and held it in 11 quarters.
Achmea Investment Management's American Electric Power position peaked at $8.82M in Q4 2019.
1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.