Baldrige Asset Management’s American Electric Power AEP Stock Holding History

Baldrige Asset 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 Q1	$19K	Sell	208 -92	-31%	-$8.42K	0.01%	223
2022 Q4	$28K	Buy	300 +200	+200%	+$18.2K	0.01%	198
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	247
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	250
2022 Q1	$10K	Hold	100	–	–	﹤0.01%	258
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	271
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	288
2021 Q2	$8K	Buy	+100	New	+$8.61K	﹤0.01%	301

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldrige Asset Management's AEP Position: Q1 2023 in Review

Baldrige Asset Management reduced its American Electric Power (AEP) stake by 31% in Q1 2023, selling an estimated $8.42K and leaving 208 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #223.

Baldrige Asset Management first reported a position in AEP in Q2 2021 and has held it in 8 quarters since. The position peaked at $28K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

Baldrige Asset Management held 208 shares of American Electric Power worth $19K as of Q1 2023.
Baldrige Asset Management sold 92 American Electric Power shares in Q1 2023, an estimated $8.42K.
American Electric Power made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #223 holding.
Baldrige Asset Management first reported a position in American Electric Power in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's American Electric Power position peaked at $28K in Q4 2022.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.