Domani Wealth’s American Electric Power AEP Stock Holding History

Domani Wealth’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	$722K	Hold	7,934	–	–	0.17%	62
2022 Q4	$753K	Buy	7,934 +57	+0.7%	+$5.19K	0.19%	58
2022 Q3	$681K	Hold	7,877	–	–	0.2%	51
2022 Q2	$756K	Hold	7,877	–	–	0.21%	50
2022 Q1	$786K	Buy	7,877 +107	+1%	+$9.78K	0.17%	59
2021 Q4	$691K	Hold	7,770	–	–	0.14%	64
2021 Q3	$631K	Sell	7,770 -5	-0.1%	-$436	0.13%	60
2021 Q2	$658K	Sell	7,775 -100	-1%	-$8.61K	0.13%	58
2021 Q1	$667K	Sell	7,875 -1,101	-12%	-$88.8K	0.13%	58
2020 Q4	$747K	Buy	8,976 +155	+2%	+$13.5K	0.15%	53
2020 Q3	$721K	Hold	8,821	–	–	0.16%	56
2020 Q2	$703K	Sell	8,821 -50	-0.6%	-$4.08K	0.16%	55
2020 Q1	$710K	Buy	8,871 +375	+4%	+$35.5K	0.19%	56
2019 Q4	$803K	Hold	8,496	–	–	0.27%	43
2019 Q3	$796K	Hold	8,496	–	–	0.29%	43
2019 Q2	$748K	Hold	8,496	–	–	0.28%	42
2019 Q1	$712K	Hold	8,496	–	–	0.29%	43
2018 Q4	$635K	Hold	8,496	–	–	0.3%	43
2018 Q3	$602K	Hold	8,496	–	–	0.26%	47
2018 Q2	$588K	Hold	8,496	–	–	0.27%	48
2018 Q1	$583K	Hold	8,496	–	–	0.25%	48
2017 Q4	$625K	Hold	8,496	–	–	0.27%	49
2017 Q3	$597K	Hold	8,496	–	–	0.26%	51
2017 Q2	$590K	Hold	8,496	–	–	0.24%	53
2017 Q1	$570K	Hold	8,496	–	–	0.23%	57
2016 Q4	$535K	Hold	8,496	–	–	0.22%	60
2016 Q3	$546K	Hold	8,496	–	–	0.21%	64
2016 Q2	$595K	Hold	8,496	–	–	0.23%	64
2016 Q1	$561K	Hold	8,496	–	–	0.21%	72
2015 Q4	$495K	Sell	8,496 -968	-10%	-$54.9K	0.19%	71
2015 Q3	$538K	Hold	9,464	–	–	0.29%	49
2015 Q2	$501K	Buy	9,464 +8,932	+1,679%	+$494K	0.27%	51
2015 Q1	$9.46K	Buy	+532	New	+$31.6K	0.14%	51

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Domani Wealth's AEP Position: Q1 2023 in Review

Domani Wealth held its American Electric Power (AEP) position steady in Q1 2023 at 7,934 shares worth $722K. The position accounts for 0.17% of the portfolio, ranked #62.

Domani Wealth first reported a position in AEP in Q1 2015 and has held it in 33 quarters since. The position peaked at $803K in Q4 2019. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

Domani Wealth held 7,934 shares of American Electric Power worth $722K as of Q1 2023.
Domani Wealth left its American Electric Power share count unchanged in Q1 2023.
American Electric Power made up 0.17% of Domani Wealth's portfolio in Q1 2023, its #62 holding.
Domani Wealth first reported a position in American Electric Power in Q1 2015 and has held it in 33 quarters since.
Domani Wealth's American Electric Power position peaked at $803K in Q4 2019.
1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.