HH
AEP icon

HWG Holdings’s American Electric Power AEP Stock Holding History

HWG Holdings’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 		– Sell
-7
Closed -$1K – 117
2022
Q3 		$1K Buy
+7
New +$692 ﹤0.01% 107
2019
Q2 		– Sell
-20
Closed -$2K – 111
2019
Q1 		$2K Hold
20
– – ﹤0.01% 77
2018
Q4 		$1K Buy
+20
New +$1.5K ﹤0.01% 81

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 $3.37T AUM 44.26% 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

HWG Holdings's AEP Position: Q4 2022 in Review

HWG Holdings sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

HWG Holdings first reported a position in AEP in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • HWG Holdings reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
  • HWG Holdings sold 7 American Electric Power shares in Q4 2022, an estimated $1K.
  • HWG Holdings first reported a position in American Electric Power in Q4 2018 and held it in 3 quarters.
  • HWG Holdings's American Electric Power position peaked at $2K in Q1 2019.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on HWG Holdings's 13F filing for Q4 2022, filed 31 Jan 2023.