JC
AEP icon

Jacobs & Co’s American Electric Power AEP Stock Holding History

Jacobs & Co’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
-3,004
Closed -$259K – 125
2022
Q3 		$259K Hold
3,004
– – 0.04% 108
2022
Q2 		$288K Hold
3,004
– – 0.04% 103
2022
Q1 		$299K Buy
3,004
+355
+13% +$32.4K 0.03% 109
2021
Q4 		$235K Hold
2,649
– – 0.02% 113
2021
Q3 		$215K Hold
2,649
– – 0.02% 115
2021
Q2 		$224K Hold
2,649
– – 0.03% 116
2021
Q1 		$224K Hold
2,649
– – 0.03% 112
2020
Q4 		$220K Hold
2,649
– – 0.03% 109
2020
Q3 		$216K Hold
2,649
– – 0.03% 106
2020
Q2 		$210K Hold
2,649
– – 0.03% 112
2020
Q1 		$211K Hold
2,649
– – 0.04% 119
2019
Q4 		$250K Hold
2,649
– – 0.04% 118
2019
Q3 		$248K Hold
2,649
– – 0.04% 125
2019
Q2 		$233K Buy
+2,649
New +$228K 0.04% 131

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return