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Bivin & Associates’s American Electric Power AEP Stock Holding History

Bivin & Associates’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
Q2 		$899K Sell
9,370
-1,866
-17% -$185K 0.97% 30
2022
Q1 		$1.12M Sell
11,236
-1,444
-11% -$132K 1.02% 23
2021
Q4 		$1.13M Buy
+12,680
New +$1.07M 0.98% 29

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bivin & Associates's AEP Position: Q2 2022 in Review

Bivin & Associates reduced its American Electric Power (AEP) stake by 17% in Q2 2022, selling an estimated $185K and leaving 9,370 shares worth $899K. The position accounts for 0.97% of the portfolio, ranked #30.

Bivin & Associates first reported a position in AEP in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2021. 1,364 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

  • Bivin & Associates held 9,370 shares of American Electric Power worth $899K as of Q2 2022.
  • Bivin & Associates sold 1,866 American Electric Power shares in Q2 2022, an estimated $185K.
  • American Electric Power made up 0.97% of Bivin & Associates's portfolio in Q2 2022, its #30 holding.
  • Bivin & Associates first reported a position in American Electric Power in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's American Electric Power position peaked at $1.13M in Q4 2021.
  • 1,364 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.