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Heritage Wealth Management (Arizona)’s American Electric Power AEP Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$7.79K Buy
82
+67
+447% +$6.1K ﹤0.01% 812
2022
Q3 		$1K Buy
+15
New +$1.48K ﹤0.01% 914
2021
Q3 		$0 Buy
+1
New +$87 ﹤0.01% 885
2021
Q2 		– Sell
-715
Closed -$61K – 893
2021
Q1 		$61K Buy
+715
New +$57.6K 0.03% 335

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AEP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its American Electric Power (AEP) stake by 447% in Q4 2022, buying an estimated $6.1K and bringing the position to 82 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Heritage Wealth Management (Arizona) first reported a position in AEP in Q1 2021 and has held it in 4 quarters since. The position peaked at $61K in Q1 2021. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 82 shares of American Electric Power worth $7.79K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 67 American Electric Power shares in Q4 2022, an estimated $6.1K.
  • American Electric Power made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #812 holding.
  • Heritage Wealth Management (Arizona) first reported a position in American Electric Power in Q1 2021 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s American Electric Power position peaked at $61K in Q1 2021.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.