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Doyle Wealth Management’s American Electric Power AEP Stock Holding History

Doyle Wealth Management’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 		$670K Buy
7,753
+144
+2% +$14.2K 0.06% 117
2022
Q2 		$730K Buy
7,609
+279
+4% +$27.7K 0.06% 118
2022
Q1 		$731K Buy
7,330
+5
+0.1% +$457 0.05% 135
2021
Q4 		$652K Sell
7,325
-411
-5% -$34.7K 0.05% 131
2021
Q3 		$628K Sell
7,736
-99
-1% -$8.64K 0.05% 129
2021
Q2 		$663K Sell
7,835
-305
-4% -$26.3K 0.06% 125
2021
Q1 		$689K Sell
8,140
-598
-7% -$48.2K 0.07% 118
2020
Q4 		$728K Sell
8,738
-254
-3% -$22K 0.07% 113
2020
Q3 		$735K Sell
8,992
-255
-3% -$21K 0.09% 109
2020
Q2 		$736K Sell
9,247
-92
-1% -$7.51K 0.1% 98
2020
Q1 		$747K Sell
9,339
-73
-0.8% -$6.9K 0.12% 86
2019
Q4 		$890K Sell
9,412
-79
-0.8% -$7.3K 0.11% 88
2019
Q3 		$889K Sell
9,491
-121
-1% -$11K 0.12% 87
2019
Q2 		$846K Buy
9,612
+18
+0.2% +$1.55K 0.12% 80
2019
Q1 		$812K Sell
9,594
-1,948
-17% -$155K 0.12% 85
2018
Q4 		$863K Sell
11,542
-167
-1% -$12.5K 0.15% 73
2018
Q3 		$830K Sell
11,709
-310
-3% -$22.1K 0.13% 78
2018
Q2 		$832K Buy
12,019
+1,543
+15% +$104K 0.14% 80
2018
Q1 		$719K Sell
10,476
-203
-2% -$13.7K 0.12% 78
2017
Q4 		$786K Sell
10,679
-94
-0.9% -$7.02K 0.13% 74
2017
Q3 		$757K Sell
10,773
-173
-2% -$12.3K 0.13% 70
2017
Q2 		$760K Buy
10,946
+937
+9% +$65.1K 0.14% 68
2017
Q1 		$672K Buy
+10,009
New +$648K 0.14% 68

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Doyle Wealth Management's AEP Position: Q3 2022 in Review

Doyle Wealth Management increased its American Electric Power (AEP) stake by 1.9% in Q3 2022, buying an estimated $14.2K and bringing the position to 7,753 shares worth $670K. The position accounts for 0.06% of the portfolio, ranked #117.

Doyle Wealth Management first reported a position in AEP in Q1 2017 and has held it in 23 quarters since. The position peaked at $890K in Q4 2019. 1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • Doyle Wealth Management held 7,753 shares of American Electric Power worth $670K as of Q3 2022.
  • Doyle Wealth Management bought 144 American Electric Power shares in Q3 2022, an estimated $14.2K.
  • American Electric Power made up 0.06% of Doyle Wealth Management's portfolio in Q3 2022, its #117 holding.
  • Doyle Wealth Management first reported a position in American Electric Power in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's American Electric Power position peaked at $890K in Q4 2019.
  • 1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.