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Dowling & Yahnke’s American Electric Power AEP Stock Holding History

Dowling & Yahnke’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
Q3 		$313K Buy
3,626
+56
+2% +$5.54K 0.01% 315
2022
Q2 		$343K Buy
+3,570
New +$354K 0.02% 302

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dowling & Yahnke's AEP Position: Q3 2022 in Review

Dowling & Yahnke increased its American Electric Power (AEP) stake by 1.6% in Q3 2022, buying an estimated $5.54K and bringing the position to 3,626 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #315.

Dowling & Yahnke first reported a position in AEP in Q2 2022 and has held it in 2 quarters since. The position peaked at $343K in Q2 2022. 1,337 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • Dowling & Yahnke held 3,626 shares of American Electric Power worth $313K as of Q3 2022.
  • Dowling & Yahnke bought 56 American Electric Power shares in Q3 2022, an estimated $5.54K.
  • American Electric Power made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #315 holding.
  • Dowling & Yahnke first reported a position in American Electric Power in Q2 2022 and has held it in 2 quarters since.
  • Dowling & Yahnke's American Electric Power position peaked at $343K in Q2 2022.
  • 1,337 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.