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

Brophy 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
2024
Q3 		$226K Buy
+2,203
New +$215K 0.08% 197

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brophy Wealth Management's AEP Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in American Electric Power (AEP) in Q3 2024: 2,203 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #197 among its holdings.

1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Brophy Wealth Management held 2,203 shares of American Electric Power worth $226K as of Q3 2024.
  • American Electric Power was a new Brophy Wealth Management position in Q3 2024.
  • American Electric Power made up 0.08% of Brophy Wealth Management's portfolio in Q3 2024, its #197 holding.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.