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

Janiczek 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
2024
Q2 		$49K Buy
559
+30
+6% +$2.62K 0.01% 404
2024
Q1 		$45.5K Sell
529
-276
-34% -$22.4K 0.01% 421
2023
Q4 		$65.4K Sell
805
-64
-7% -$4.97K 0.02% 349
2023
Q3 		$65.4K Buy
869
+817
+1,571% +$66.5K 0.02% 326
2023
Q2 		$4.38K Sell
52
-35
-40% -$3.09K ﹤0.01% 676
2023
Q1 		$8.05K Sell
87
-13
-13% -$1.19K ﹤0.01% 608
2022
Q4 		$9.64K Buy
100
+39
+64% +$3.55K ﹤0.01% 566
2022
Q3 		$5K Buy
61
+48
+369% +$4.75K ﹤0.01% 644
2022
Q2 		$1K Hold
13
– – ﹤0.01% 818
2022
Q1 		$1K Hold
13
– – ﹤0.01% 812
2021
Q4 		$1K Sell
13
-10
-43% -$844 ﹤0.01% 868
2021
Q3 		$2K Hold
23
– – ﹤0.01% 791
2021
Q2 		$2K Hold
23
– – ﹤0.01% 742
2021
Q1 		$2K Buy
23
+7
+44% +$564 ﹤0.01% 722
2020
Q4 		$1K Buy
16
+10
+167% +$868 ﹤0.01% 705
2020
Q3 		$0 Buy
+6
New +$494 ﹤0.01% 633
2019
Q3 		– Sell
-350
Closed -$31K – 157
2019
Q2 		$31K Buy
+350
New +$30.2K 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Janiczek Wealth Management's AEP Position: Q2 2024 in Review

Janiczek Wealth Management increased its American Electric Power (AEP) stake by 5.7% in Q2 2024, buying an estimated $2.62K and bringing the position to 559 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #404.

Janiczek Wealth Management first reported a position in AEP in Q2 2019 and has held it in 17 quarters since. The position peaked at $65.4K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • Janiczek Wealth Management held 559 shares of American Electric Power worth $49K as of Q2 2024.
  • Janiczek Wealth Management bought 30 American Electric Power shares in Q2 2024, an estimated $2.62K.
  • American Electric Power made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #404 holding.
  • Janiczek Wealth Management first reported a position in American Electric Power in Q2 2019 and has held it in 17 quarters since.
  • Janiczek Wealth Management's American Electric Power position peaked at $65.4K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.