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Dixon Hughes Goodman Wealth Advisors’s American Electric Power AEP Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$148K Buy
1,487
+273
+22% +$24.9K 0.04% 196
2021
Q4 		$108K Buy
+1,214
New +$102K 0.04% 201

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's AEP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its American Electric Power (AEP) stake by 22% in Q1 2022, buying an estimated $24.9K and bringing the position to 1,487 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #196.

Dixon Hughes Goodman Wealth Advisors first reported a position in AEP in Q4 2021 and has held it in 2 quarters since. 1,380 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,487 shares of American Electric Power worth $148K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 273 American Electric Power shares in Q1 2022, an estimated $24.9K.
  • American Electric Power made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #196 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 2 quarters since.
  • 1,380 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.