BerganKDV Wealth Management’s American Electric Power AEP Stock Holding History

BerganKDV Wealth 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 Q2	$5.47M	Buy	65,000 +19,499	+43%	+$1.72M	0.55%	43
2023 Q1	$4.14M	Buy	45,501 +2,409	+6%	+$220K	0.43%	57
2022 Q4	$4.09M	Buy	43,092 +2,942	+7%	+$268K	0.44%	54
2022 Q3	$3.47M	Buy	40,150 +1,407	+4%	+$139K	0.42%	55
2022 Q2	$3.72M	Buy	38,743 +1,226	+3%	+$122K	0.43%	50
2022 Q1	$3.74M	Buy	37,517 +2,187	+6%	+$200K	0.4%	56
2021 Q4	$3.14M	Sell	35,330 -2,179	-6%	-$184K	0.33%	65
2021 Q3	$3.04M	Buy	37,509 +5,828	+18%	+$509K	0.35%	61
2021 Q2	$2.68M	Buy	31,681 +2,318	+8%	+$200K	0.32%	65
2021 Q1	$2.49M	Buy	29,363 +1,193	+4%	+$96.2K	0.32%	66
2020 Q4	$2.35M	Buy	28,170 +286	+1%	+$24.8K	0.33%	65
2020 Q3	$2.28M	Buy	27,884 +1,855	+7%	+$153K	0.36%	57
2020 Q2	$2.07M	Buy	26,029 +2,129	+9%	+$174K	0.36%	59
2020 Q1	$1.91M	Buy	23,900 +5,087	+27%	+$481K	0.39%	57
2019 Q4	$1.78M	Buy	18,813 +420	+2%	+$38.8K	0.32%	73
2019 Q3	$1.72M	Buy	18,393 +578	+3%	+$52.5K	0.34%	68
2019 Q2	$1.57M	Buy	17,815 +896	+5%	+$77.2K	0.31%	67
2019 Q1	$1.42M	Sell	16,919 -1,005	-6%	-$79.9K	0.29%	67
2018 Q4	$1.34M	Buy	17,924 +807	+5%	+$60.6K	0.31%	66
2018 Q3	$1.21M	Buy	17,117 +30	+0.2%	+$2.13K	0.26%	73
2018 Q2	$1.18M	Buy	17,087 +944	+6%	+$63.6K	0.26%	70
2018 Q1	$1.11M	Buy	16,143 +463	+3%	+$31.2K	0.3%	71
2017 Q4	$1.15M	Buy	15,680 +353	+2%	+$26.4K	0.28%	70
2017 Q3	$1.08M	Buy	15,327 +367	+2%	+$26.1K	0.27%	75
2017 Q2	$1.04M	Buy	14,960 +247	+2%	+$17.2K	0.3%	58
2017 Q1	$988K	Buy	14,713 +633	+4%	+$41K	0.29%	63
2016 Q4	$886K	Sell	14,080 -101	-0.7%	-$6.23K	0.3%	65
2016 Q3	$911K	Buy	14,181 +416	+3%	+$28K	0.32%	58
2016 Q2	$965K	Sell	13,765 -2,029	-13%	-$133K	0.41%	52
2016 Q1	$1.05M	Buy	+15,794	New	+$977K	0.63%	48

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 $3.37T AUM 44.26% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

BerganKDV Wealth Management's AEP Position: Q2 2023 in Review

BerganKDV Wealth Management increased its American Electric Power (AEP) stake by 43% in Q2 2023, buying an estimated $1.72M and bringing the position to 65,000 shares worth $5.47M. The position accounts for 0.55% of the portfolio, ranked #43.

BerganKDV Wealth Management first reported a position in AEP in Q1 2016 and has held it in 30 quarters since. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

BerganKDV Wealth Management held 65,000 shares of American Electric Power worth $5.47M as of Q2 2023.
BerganKDV Wealth Management bought 19,499 American Electric Power shares in Q2 2023, an estimated $1.72M.
American Electric Power made up 0.55% of BerganKDV Wealth Management's portfolio in Q2 2023, its #43 holding.
BerganKDV Wealth Management first reported a position in American Electric Power in Q1 2016 and has held it in 30 quarters since.
1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.