FFG
AEP icon

Frisch Financial Group’s American Electric Power AEP Stock Holding History

Frisch Financial 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
Q4 		– Sell
-2,701
Closed -$203K – 127
2023
Q3 		$203K Buy
+2,701
New +$220K 0.08% 114
2023
Q1 		– Sell
-2,649
Closed -$252K – 115
2022
Q4 		$252K Buy
2,649
+22
+0.8% +$2K 0.09% 110
2022
Q3 		$227K Buy
2,627
+20
+0.8% +$1.98K 0.1% 103
2022
Q2 		$250K Buy
2,607
+20
+0.8% +$1.98K 0.1% 104
2022
Q1 		$258K Buy
2,587
+21
+0.8% +$1.92K 0.08% 119
2021
Q4 		$228K Buy
2,566
+24
+0.9% +$2.02K 0.07% 141
2021
Q3 		$206K Buy
2,542
+21
+0.8% +$1.83K 0.07% 141
2021
Q2 		$213K Buy
2,521
+22
+0.9% +$1.89K 0.07% 142
2021
Q1 		$212K Buy
+2,499
New +$201K 0.07% 141

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return