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

Frontier 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 Q2	$4.82M	Buy	50,269 +13,661	+37%	+$1.35M	0.35%	63
2022 Q1	$3.75M	Buy	36,608 +6,820	+23%	+$623K	0.05%	77
2021 Q4	$2.65M	Buy	29,788 +1,627	+6%	+$137K	0.17%	100
2021 Q3	$2.29M	Buy	28,161 +3,898	+16%	+$340K	0.16%	108
2021 Q2	$2.05M	Sell	24,263 -540	-2%	-$46.5K	0.14%	116
2021 Q1	$2.1M	Buy	24,803 +3,450	+16%	+$278K	0.16%	105
2020 Q4	$1.78M	Buy	21,353 +6,827	+47%	+$592K	0.15%	109
2020 Q3	$1.19M	Buy	14,526 +463	+3%	+$38.1K	0.11%	131
2020 Q2	$1.12M	Buy	14,063 +2,837	+25%	+$232K	0.1%	131
2020 Q1	$898K	Buy	11,226 +2,821	+34%	+$267K	0.15%	126
2019 Q4	$794K	Sell	8,405 -789	-9%	-$72.9K	0.13%	134
2019 Q3	$861K	Sell	9,194 -130	-1%	-$11.8K	0.13%	135
2019 Q2	$821K	Hold	9,324	–	–	0.12%	136
2019 Q1	$781K	Buy	9,324 +1,635	+21%	+$130K	0.11%	168
2018 Q4	$575K	Buy	7,689 +15	+0.2%	+$1.13K	0.09%	188
2018 Q3	$544K	Hold	7,674	–	–	0.05%	216
2018 Q2	$531K	Buy	7,674 +1	+0%	+$67	0.08%	209
2018 Q1	$526K	Buy	7,673 +243	+3%	+$16.4K	0.07%	222
2017 Q4	$547K	Sell	7,430 -500	-6%	-$37.4K	0.09%	199
2017 Q3	$557K	Sell	7,930 -475	-6%	-$33.8K	0.08%	212
2017 Q2	$584K	Sell	8,405 -300	-3%	-$20.8K	0.09%	200
2017 Q1	$584K	Buy	8,705 +200	+2%	+$13K	0.09%	201
2016 Q4	$535K	Buy	8,505 +100	+1%	+$6.17K	0.09%	205
2016 Q3	$540K	Sell	8,405 -1,489	-15%	-$100K	0.08%	196
2016 Q2	$693K	Hold	9,894	–	–	0.11%	169
2016 Q1	$657K	Hold	9,894	–	–	0.06%	175
2015 Q4	$577K	Hold	9,894	–	–	0.09%	181
2015 Q3	$563K	Buy	9,894 +1,540	+18%	+$85.5K	0.09%	194
2015 Q2	$443K	Buy	8,354 +4,249	+104%	+$235K	0.07%	214
2015 Q1	$231K	Hold	4,105	–	–	0.04%	261
2014 Q4	$249K	Buy	+4,105	New	+$235K	0.05%	215

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Frontier Wealth Management's AEP Position: Q2 2022 in Review

Frontier Wealth Management increased its American Electric Power (AEP) stake by 37% in Q2 2022, buying an estimated $1.35M and bringing the position to 50,269 shares worth $4.82M. The position accounts for 0.35% of the portfolio, ranked #63.

Frontier Wealth Management first reported a position in AEP in Q4 2014 and has held it in 31 quarters since. 1,364 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

Frontier Wealth Management held 50,269 shares of American Electric Power worth $4.82M as of Q2 2022.
Frontier Wealth Management bought 13,661 American Electric Power shares in Q2 2022, an estimated $1.35M.
American Electric Power made up 0.35% of Frontier Wealth Management's portfolio in Q2 2022, its #63 holding.
Frontier Wealth Management first reported a position in American Electric Power in Q4 2014 and has held it in 31 quarters since.
1,364 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.