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American Portfolios Advisors’s American Electric Power AEP Stock Holding History

American Portfolios 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
Q3 		$683K Sell
7,901
-1,414
-15% -$140K 0.03% 541
2022
Q2 		$894K Buy
9,315
+908
+11% +$90K 0.04% 459
2022
Q1 		$839K Buy
8,407
+1,351
+19% +$123K 0.03% 549
2021
Q4 		$628K Sell
7,056
-4,250
-38% -$359K 0.02% 642
2021
Q3 		$918K Buy
11,306
+687
+6% +$60K 0.03% 492
2021
Q2 		$898K Buy
10,619
+2,248
+27% +$194K 0.03% 492
2021
Q1 		$709K Buy
8,371
+2,458
+42% +$198K 0.03% 528
2020
Q4 		$492K Buy
5,913
+2,345
+66% +$203K 0.03% 559
2020
Q3 		$292K Sell
3,568
-56
-2% -$4.61K 0.02% 666
2020
Q2 		$289K Sell
3,624
-154
-4% -$12.6K 0.02% 610
2020
Q1 		$302K Sell
3,778
-525
-12% -$49.6K 0.03% 516
2019
Q4 		$407K Buy
4,303
+551
+15% +$50.9K 0.03% 495
2019
Q3 		$352K Buy
3,752
+227
+6% +$20.6K 0.03% 520
2019
Q2 		$310K Buy
3,525
+127
+4% +$10.9K 0.03% 557
2019
Q1 		$285K Buy
3,398
+274
+9% +$21.8K 0.03% 529
2018
Q4 		$234K Buy
3,124
+142
+5% +$10.7K 0.03% 469
2018
Q3 		$211K Sell
2,982
-96
-3% -$6.83K 0.02% 555
2018
Q2 		$213K Sell
3,078
-26
-0.8% -$1.75K 0.03% 520
2018
Q1 		$213K Sell
3,104
-1,795
-37% -$121K 0.03% 486
2017
Q4 		$360K Buy
+4,899
New +$366K 0.06% 334

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

American Portfolios Advisors's AEP Position: Q3 2022 in Review

American Portfolios Advisors reduced its American Electric Power (AEP) stake by 15% in Q3 2022, selling an estimated $140K and leaving 7,901 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #541.

American Portfolios Advisors first reported a position in AEP in Q4 2017 and has held it in 20 quarters since. The position peaked at $918K in Q3 2021. 1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • American Portfolios Advisors held 7,901 shares of American Electric Power worth $683K as of Q3 2022.
  • American Portfolios Advisors sold 1,414 American Electric Power shares in Q3 2022, an estimated $140K.
  • American Electric Power made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #541 holding.
  • American Portfolios Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's American Electric Power position peaked at $918K in Q3 2021.
  • 1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.