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Bragg Financial Advisors’s American Electric Power AEP Stock Holding History

Bragg Financial 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
2021
Q1 		– Sell
-14,461
Closed -$1.2M – 293
2020
Q4 		$1.2M Buy
14,461
+172
+1% +$14.9K 0.11% 157
2020
Q3 		$1.17M Sell
14,289
-120
-0.8% -$9.88K 0.12% 150
2020
Q2 		$1.15M Sell
14,409
-145
-1% -$11.8K 0.13% 149
2020
Q1 		$1.16M Hold
14,554
– – 0.16% 141
2019
Q4 		$1.38M Sell
14,554
-73
-0.5% -$6.74K 0.15% 149
2019
Q3 		$1.37M Hold
14,627
– – 0.17% 146
2019
Q2 		$1.29M Buy
14,627
+49
+0.3% +$4.22K 0.16% 151
2019
Q1 		$1.22M Hold
14,578
– – 0.16% 151
2018
Q4 		$1.09M Sell
14,578
-531
-4% -$39.8K 0.16% 151
2018
Q3 		$1.07M Sell
15,109
-146
-1% -$10.4K 0.14% 156
2018
Q2 		$1.06M Hold
15,255
– – 0.15% 154
2018
Q1 		$1.05M Buy
15,255
+161
+1% +$10.8K 0.15% 159
2017
Q4 		$1.11M Sell
15,094
-135
-0.9% -$10.1K 0.16% 158
2017
Q3 		$1.07M Hold
15,229
– – 0.16% 157
2017
Q2 		$1.06M Buy
15,229
+1,348
+10% +$93.6K 0.17% 154
2017
Q1 		$932K Sell
13,881
-375
-3% -$24.3K 0.15% 164
2016
Q4 		$898K Buy
14,256
+375
+3% +$23.1K 0.15% 170
2016
Q3 		$891K Hold
13,881
– – 0.16% 168
2016
Q2 		$973K Hold
13,881
– – 0.18% 161
2016
Q1 		$922K Sell
13,881
-75
-0.5% -$4.64K 0.18% 160
2015
Q4 		$813K Hold
13,956
– – 0.17% 155
2015
Q3 		$794K Hold
13,956
– – 0.19% 143
2015
Q2 		$739K Hold
13,956
– – 0.17% 156
2015
Q1 		$785K Buy
13,956
+256
+2% +$15.2K 0.18% 147
2014
Q4 		$832K Hold
13,700
– – 0.2% 147
2014
Q3 		$715K Hold
13,700
– – 0.18% 154
2014
Q2 		$764K Sell
13,700
-181
-1% -$9.55K 0.18% 158
2014
Q1 		$703K Hold
13,881
– – 0.17% 160
2013
Q4 		$649K Hold
13,881
– – 0.16% 162
2013
Q3 		$602K Hold
13,881
– – 0.16% 163
2013
Q2 		$622K Buy
+13,881
New +$666K 0.17% 160

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bragg Financial Advisors's AEP Position: Q1 2021 in Review

Bragg Financial Advisors sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 14,461 shares — an estimated $1.2M sold.

Bragg Financial Advisors first reported a position in AEP in Q2 2013 and held it in 31 quarters. The position peaked at $1.38M in Q4 2019. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • Bragg Financial Advisors reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
  • Bragg Financial Advisors sold 14,461 American Electric Power shares in Q1 2021, an estimated $1.2M.
  • Bragg Financial Advisors first reported a position in American Electric Power in Q2 2013 and held it in 31 quarters.
  • Bragg Financial Advisors's American Electric Power position peaked at $1.38M in Q4 2019.
  • 1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Bragg Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.