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BTR Capital Management’s American Electric Power AEP Stock Holding History

BTR Capital 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
2022
Q3 		$207K Hold
2,389
– – 0.03% 159
2022
Q2 		$229K Sell
2,389
-48
-2% -$4.76K 0.03% 150
2022
Q1 		$243K Buy
+2,437
New +$223K 0.03% 151
2017
Q2 		– Sell
-5,380
Closed -$361K – 151
2017
Q1 		$361K Buy
5,380
+450
+9% +$29.1K 0.08% 114
2016
Q4 		$317K Hold
4,930
– – 0.07% 131
2016
Q3 		$317K Buy
+4,930
New +$332K 0.07% 131

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
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
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

BTR Capital Management's AEP Position: Q3 2022 in Review

BTR Capital Management held its American Electric Power (AEP) position steady in Q3 2022 at 2,389 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #159.

BTR Capital Management first reported a position in AEP in Q3 2016 and has held it in 6 quarters since. The position peaked at $361K in Q1 2017. 1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • BTR Capital Management held 2,389 shares of American Electric Power worth $207K as of Q3 2022.
  • BTR Capital Management left its American Electric Power share count unchanged in Q3 2022.
  • American Electric Power made up 0.03% of BTR Capital Management's portfolio in Q3 2022, its #159 holding.
  • BTR Capital Management first reported a position in American Electric Power in Q3 2016 and has held it in 6 quarters since.
  • BTR Capital Management's American Electric Power position peaked at $361K in Q1 2017.
  • 1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.