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J.W. Coons Advisors’s American Electric Power AEP Stock Holding History

J.W. Coons 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
2021
Q2 		– Sell
-2,832
Closed -$240K – 212
2021
Q1 		$240K Hold
2,832
– – 0.09% 197
2020
Q4 		$235K Hold
2,832
– – 0.09% 187
2020
Q3 		$231K Hold
2,832
– – 0.1% 175
2020
Q2 		$226K Hold
2,832
– – 0.1% 177
2020
Q1 		$227K Buy
+2,832
New +$268K 0.12% 168

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

J.W. Coons Advisors's AEP Position: Q2 2021 in Review

J.W. Coons Advisors sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 2,832 shares — an estimated $240K sold.

J.W. Coons Advisors first reported a position in AEP in Q1 2020 and held it in 5 quarters. The position peaked at $240K in Q1 2021. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • J.W. Coons Advisors reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • J.W. Coons Advisors sold 2,832 American Electric Power shares in Q2 2021, an estimated $240K.
  • J.W. Coons Advisors first reported a position in American Electric Power in Q1 2020 and held it in 5 quarters.
  • J.W. Coons Advisors's American Electric Power position peaked at $240K in Q1 2021.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on J.W. Coons Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.