Ahrens Investment Partners’s American Electric Power AEP Stock Holding History

Ahrens Investment Partners’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 Q1	$147K	Buy	+1,620	New	+$148K	0.07%	172
2022 Q3	–	Sell	-1,620	Closed	-$155K	–	175
2022 Q2	$155K	Hold	1,620	–	–	0.07%	181
2022 Q1	$162K	Sell	1,620 -100	-6%	-$9.14K	0.05%	208
2021 Q4	$153K	Buy	+1,720	New	+$145K	0.07%	223
2021 Q3	–	Sell	-2,770	Closed	-$234K	–	213
2021 Q2	$234K	Buy	+2,770	New	+$239K	0.11%	198
2020 Q1	–	Sell	-3,141	Closed	-$297K	–	136
2019 Q4	$297K	Buy	3,141 +5	+0.2%	+$462	0.12%	121
2019 Q3	$294K	Sell	3,136 -4	-0.1%	-$363	0.13%	117
2019 Q2	$276K	Hold	3,140	–	–	0.13%	116
2019 Q1	$263K	Hold	3,140	–	–	0.12%	117
2018 Q4	$235K	Buy	3,140 +166	+6%	+$12.5K	0.11%	126
2018 Q3	$211K	Hold	2,974	–	–	0.08%	158
2018 Q2	$206K	Hold	2,974	–	–	0.09%	149
2018 Q1	$204K	Hold	2,974	–	–	0.09%	136
2017 Q4	$219K	Hold	2,974	–	–	0.09%	140
2017 Q3	$209K	Hold	2,974	–	–	0.09%	139
2017 Q2	$207K	Buy	+2,974	New	+$207K	0.09%	137

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ahrens Investment Partners's AEP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in American Electric Power (AEP) in Q1 2023: 1,620 shares worth $147K. The stake represents 0.07% of the portfolio and ranks #172 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AEP as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AEP in Q2 2017 and has held it in 16 quarters since. The position peaked at $297K in Q4 2019. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

Ahrens Investment Partners held 1,620 shares of American Electric Power worth $147K as of Q1 2023.
American Electric Power was a new Ahrens Investment Partners position in Q1 2023.
American Electric Power made up 0.07% of Ahrens Investment Partners's portfolio in Q1 2023, its #172 holding.
Ahrens Investment Partners first reported a position in American Electric Power in Q2 2017 and has held it in 16 quarters since.
Ahrens Investment Partners's American Electric Power position peaked at $297K in Q4 2019.
1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.