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

Jackson 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
2023
Q2 		– Sell
-17,588
Closed -$1.6M – 120
2023
Q1 		$1.6M Sell
17,588
-892
-5% -$81.6K 1.2% 34
2022
Q4 		$1.75M Buy
18,480
+365
+2% +$33.2K 0.64% 48
2022
Q3 		$1.57M Buy
18,115
+11,575
+177% +$1.14M 0.31% 64
2022
Q2 		$627K Sell
6,540
-10,242
-61% -$1.02M 0.29% 66
2022
Q1 		$1.67M Buy
16,782
+218
+1% +$19.9K 0.23% 84
2021
Q4 		$1.47M Buy
16,564
+474
+3% +$40K 0.19% 92
2021
Q3 		$8K Buy
16,090
+425
+3% +$37.1K 0.1% 71
2021
Q2 		$1.32M Sell
15,665
-315
-2% -$27.1K 0.17% 95
2021
Q1 		$1.35M Sell
15,980
-309
-2% -$24.9K 0.2% 93
2020
Q4 		$1.36M Buy
16,289
+2,570
+19% +$223K 0.18% 100
2020
Q3 		$1.12M Buy
13,719
+1,748
+15% +$144K 0.17% 99
2020
Q2 		$953K Buy
11,971
+3,659
+44% +$299K 0.17% 99
2020
Q1 		$660K Sell
8,312
-436
-5% -$41.2K 0.14% 90
2019
Q4 		$890K Buy
8,748
+329
+4% +$30.4K 0.15% 112
2019
Q3 		$780K Buy
+8,419
New +$765K 0.16% 101
2017
Q1 		– Sell
-31,703
Closed -$2.02M – 67
2016
Q4 		$2.02M Sell
31,703
-449
-1% -$27.7K 0.79% 27
2016
Q3 		$2.04M Buy
32,152
+724
+2% +$48.7K 0.77% 29
2016
Q2 		$2.2M Sell
31,428
-113
-0.4% -$7.39K 0.82% 29
2016
Q1 		$2.06M Sell
31,541
-1,169
-4% -$72.3K 0.8% 31
2015
Q4 		$1.9M Sell
32,710
-833
-2% -$47.2K 0.75% 33
2015
Q3 		$1.91M Sell
33,543
-2,212
-6% -$123K 0.68% 40
2015
Q2 		$1.89M Sell
35,755
-4,537
-11% -$251K 0.64% 39
2015
Q1 		$2.27M Sell
40,292
-2,300
-5% -$136K 0.73% 36
2014
Q4 		$2.59M Buy
+42,592
New +$2.44M 0.84% 30

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jackson Wealth Management's AEP Position: Q2 2023 in Review

Jackson Wealth Management sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 17,588 shares — an estimated $1.6M sold.

Jackson Wealth Management first reported a position in AEP in Q4 2014 and held it in 24 quarters. The position peaked at $2.59M in Q4 2014. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Jackson Wealth Management reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 17,588 American Electric Power shares in Q2 2023, an estimated $1.6M.
  • Jackson Wealth Management first reported a position in American Electric Power in Q4 2014 and held it in 24 quarters.
  • Jackson Wealth Management's American Electric Power position peaked at $2.59M in Q4 2014.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Jackson Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.