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Huber Financial Advisors’s American Electric Power AEP Stock Holding History

Huber Financial Advisors’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
2020
Q1 		$252K Buy
3,145
+100
+3% +$9.46K 0.09% 97
2019
Q4 		$288K Hold
3,045
– – 0.1% 99
2019
Q3 		$285K Hold
3,045
– – 0.11% 97
2019
Q2 		$268K Sell
3,045
-119
-4% -$10.3K 0.12% 98
2019
Q1 		$265K Buy
3,164
+13
+0.4% +$1.03K 0.13% 94
2018
Q4 		$235K Buy
3,151
+14
+0.4% +$1.05K 0.13% 87
2018
Q3 		$222K Buy
3,137
+15
+0.5% +$1.07K 0.17% 93
2018
Q2 		$216K Buy
+3,122
New +$210K 0.2% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Huber Financial Advisors's AEP Position: Q1 2020 in Review

Huber Financial Advisors increased its American Electric Power (AEP) stake by 3.3% in Q1 2020, buying an estimated $9.46K and bringing the position to 3,145 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #97.

Huber Financial Advisors first reported a position in AEP in Q2 2018 and has held it in 8 quarters since. The position peaked at $288K in Q4 2019. 1,142 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

  • Huber Financial Advisors held 3,145 shares of American Electric Power worth $252K as of Q1 2020.
  • Huber Financial Advisors bought 100 American Electric Power shares in Q1 2020, an estimated $9.46K.
  • American Electric Power made up 0.09% of Huber Financial Advisors's portfolio in Q1 2020, its #97 holding.
  • Huber Financial Advisors first reported a position in American Electric Power in Q2 2018 and has held it in 8 quarters since.
  • Huber Financial Advisors's American Electric Power position peaked at $288K in Q4 2019.
  • 1,142 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.