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FormulaFolio Investments’s American Electric Power AEP Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$9K Buy
112
+37
+49% +$3.19K ﹤0.01% 273
2021
Q1 		$6K Sell
75
-9,658
-99% -$779K ﹤0.01% 319
2020
Q4 		$810K Buy
+9,733
New +$845K 0.02% 356
2020
Q3 		– Sell
-2,860
Closed -$228K – 316
2020
Q2 		$228K Sell
2,860
-289
-9% -$23.6K 0.01% 262
2020
Q1 		$252K Sell
3,149
-646
-17% -$61.1K 0.01% 238
2019
Q4 		$359K Buy
3,795
+1,533
+68% +$142K 0.01% 278
2019
Q3 		$212K Sell
2,262
-69
-3% -$6.27K 0.01% 322
2019
Q2 		$205K Sell
2,331
-585
-20% -$50.4K 0.01% 305
2019
Q1 		$244K Sell
2,916
-254
-8% -$20.2K 0.01% 293
2018
Q4 		$225K Hold
3,170
– – 0.01% 295
2018
Q3 		$225K Sell
3,170
-815
-20% -$58K 0.01% 295
2018
Q2 		$276K Buy
3,985
+745
+23% +$50.2K 0.01% 259
2018
Q1 		$222K Sell
3,240
-9,417
-74% -$634K 0.01% 251
2017
Q4 		$931K Buy
12,657
+9,609
+315% +$718K 0.06% 102
2017
Q3 		$214K Sell
3,048
-31
-1% -$2.21K 0.02% 210
2017
Q2 		$214K Sell
3,079
-108
-3% -$7.5K 0.02% 207
2017
Q1 		$214K Buy
+3,187
New +$206K 0.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments's AEP Position: Q2 2021 in Review

FormulaFolio Investments increased its American Electric Power (AEP) stake by 49% in Q2 2021, buying an estimated $3.19K and bringing the position to 112 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

FormulaFolio Investments first reported a position in AEP in Q1 2017 and has held it in 17 quarters since. The position peaked at $931K in Q4 2017. 1,192 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • FormulaFolio Investments held 112 shares of American Electric Power worth $9K as of Q2 2021.
  • FormulaFolio Investments bought 37 American Electric Power shares in Q2 2021, an estimated $3.19K.
  • American Electric Power made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #273 holding.
  • FormulaFolio Investments first reported a position in American Electric Power in Q1 2017 and has held it in 17 quarters since.
  • FormulaFolio Investments's American Electric Power position peaked at $931K in Q4 2017.
  • 1,192 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.