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DI
Disciplined Investments’s
American Electric Power
AEP
Stock Holding History
Disciplined Investments’s Portfolio
AEP Stock Details
AEP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-450
Closed
-$37.9K
–
139
2023
Q2
$37.9K
Sell
450
-2
-0.4%
-$177
0.02%
223
2023
Q1
$41.1K
Sell
452
-3
-0.7%
-$274
0.02%
244
2022
Q4
$43.2K
Sell
455
-5
-1%
-$455
0.02%
222
2022
Q3
$40K
Buy
460
+1
+0.2%
+$99
0.02%
239
2022
Q2
$44K
Sell
459
-509
-53%
-$50.4K
0.02%
230
2022
Q1
$97K
Buy
968
+27
+3%
+$2.47K
0.04%
175
2021
Q4
$84K
Buy
941
+5
+0.5%
+$422
0.04%
167
2021
Q3
$76K
Buy
936
+4
+0.4%
+$349
0.04%
163
2021
Q2
$79K
Buy
932
+5
+0.5%
+$431
0.04%
154
2021
Q1
$79K
Buy
927
+5
+0.5%
+$403
0.05%
146
2020
Q4
$77K
Buy
922
+4
+0.4%
+$347
0.05%
129
2020
Q3
$75K
Buy
918
+4
+0.4%
+$329
0.06%
135
2020
Q2
$73K
Buy
914
+4
+0.4%
+$326
0.06%
136
2020
Q1
$73K
Buy
910
+788
+646%
+$74.5K
0.07%
124
2019
Q4
$12K
Buy
+122
New
+$11.3K
0.01%
277
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$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
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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