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Berger Financial Group’s American Electric Power AEP Stock Holding History

Berger Financial Group’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 		– Sell
-2,136
Closed -$203K – 271
2022
Q4 		$203K Buy
+2,136
New +$194K 0.03% 250
2022
Q3 		– Sell
-2,254
Closed -$216K – 234
2022
Q2 		$216K Hold
2,254
– – 0.03% 225
2022
Q1 		$225K Hold
2,254
– – 0.03% 248
2021
Q4 		$201K Buy
+2,254
New +$190K 0.03% 251

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berger Financial Group's AEP Position: Q1 2023 in Review

Berger Financial Group sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 2,136 shares — an estimated $203K sold.

Berger Financial Group first reported a position in AEP in Q4 2021 and held it in 4 quarters. The position peaked at $225K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • Berger Financial Group reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
  • Berger Financial Group sold 2,136 American Electric Power shares in Q1 2023, an estimated $203K.
  • Berger Financial Group first reported a position in American Electric Power in Q4 2021 and held it in 4 quarters.
  • Berger Financial Group's American Electric Power position peaked at $225K in Q1 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Berger Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.