DB Wealth Management Group’s American Electric Power AEP Stock Holding History

DB Wealth Management Group’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 Q4	$5.28K	Hold	65	–	–	﹤0.01%	312
2023 Q3	$4.89K	Hold	65	–	–	﹤0.01%	310
2023 Q2	$5.47K	Hold	65	–	–	﹤0.01%	308
2023 Q1	$5.91K	Hold	65	–	–	﹤0.01%	301
2022 Q4	$6.17K	Buy	+65	New	+$5.92K	﹤0.01%	296
2022 Q1	–	Sell	-65	Closed	-$6K	–	314
2021 Q4	$6K	Hold	65	–	–	﹤0.01%	297
2021 Q3	$5K	Hold	65	–	–	﹤0.01%	292
2021 Q2	$5K	Hold	65	–	–	﹤0.01%	296
2021 Q1	$6K	Hold	65	–	–	﹤0.01%	299
2020 Q4	$5K	Buy	+65	New	+$5.64K	﹤0.01%	303

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DB Wealth Management Group's AEP Position: Q4 2023 in Review

DB Wealth Management Group held its American Electric Power (AEP) position steady in Q4 2023 at 65 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

DB Wealth Management Group first reported a position in AEP in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.17K in Q4 2022. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

DB Wealth Management Group held 65 shares of American Electric Power worth $5.28K as of Q4 2023.
DB Wealth Management Group left its American Electric Power share count unchanged in Q4 2023.
American Electric Power made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #312 holding.
DB Wealth Management Group first reported a position in American Electric Power in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's American Electric Power position peaked at $6.17K in Q4 2022.
1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.