First Capital Advisors Group’s American Electric Power AEP Stock Holding History

First Capital Advisors Group’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 Q2	$53K	Buy	+629	New	+$55.6K	0.03%	295
2023 Q1	–	Sell	-2,921	Closed	-$277K	–	218
2022 Q4	$277K	Buy	2,921 +69	+2%	+$6.28K	0.19%	115
2022 Q3	$247K	Buy	+2,852	New	+$282K	0.21%	113
2018 Q2	–	Sell	-292	Closed	-$20K	–	177
2018 Q1	$20K	Buy	+292	New	+$19.7K	0.01%	429

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

First Capital Advisors Group's AEP Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in American Electric Power (AEP) in Q2 2023: 629 shares worth $53K. The stake represents 0.03% of the portfolio and ranks #295 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in AEP as recently as Q4 2022.

First Capital Advisors Group first reported a position in AEP in Q1 2018 and has held it in 4 quarters since. The position peaked at $277K in Q4 2022. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

First Capital Advisors Group held 629 shares of American Electric Power worth $53K as of Q2 2023.
American Electric Power was a new First Capital Advisors Group position in Q2 2023.
American Electric Power made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #295 holding.
First Capital Advisors Group first reported a position in American Electric Power in Q1 2018 and has held it in 4 quarters since.
First Capital Advisors Group's American Electric Power position peaked at $277K in Q4 2022.
1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.