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

CCG 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
2023
Q1 		– Sell
-2,117
Closed -$201K – 66
2022
Q4 		$201K Buy
+2,117
New +$193K 0.11% 95
2022
Q3 		– Sell
-2,953
Closed -$283K – 97
2022
Q2 		$283K Hold
2,953
– – 0.16% 71
2022
Q1 		$295K Buy
+2,953
New +$270K 0.14% 85

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

CCG Wealth Management's AEP Position: Q1 2023 in Review

CCG Wealth Management sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 2,117 shares — an estimated $201K sold.

CCG Wealth Management first reported a position in AEP in Q1 2022 and held it in 3 quarters. The position peaked at $295K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • CCG Wealth Management reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
  • CCG Wealth Management sold 2,117 American Electric Power shares in Q1 2023, an estimated $201K.
  • CCG Wealth Management first reported a position in American Electric Power in Q1 2022 and held it in 3 quarters.
  • CCG Wealth Management's American Electric Power position peaked at $295K in Q1 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on CCG Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.