Johnson Midwest Financial’s American Electric Power AEP Stock Holding History

Johnson Midwest Financial’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 Q3	$122K	Hold	1,627	–	–	0.27%	47
2023 Q2	$137K	Hold	1,627	–	–	0.12%	42
2023 Q1	$148K	Hold	1,627	–	–	0.21%	37
2022 Q4	$154K	Hold	1,627	–	–	0.56%	33
2022 Q3	$141	Hold	1,627	–	–	0.54%	37
2022 Q2	$156K	Hold	1,627	–	–	0.21%	42
2022 Q1	$162K	Hold	1,627	–	–	0.23%	34
2021 Q4	$145K	Hold	1,627	–	–	0.11%	40
2021 Q3	$132K	Hold	1,627	–	–	0.11%	49
2021 Q2	$138K	Hold	1,627	–	–	0.14%	48
2021 Q1	$138K	Hold	1,627	–	–	0.14%	44
2020 Q4	$135K	Buy	+1,627	New	+$141K	0.13%	50

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Johnson Midwest Financial's AEP Position: Q3 2023 in Review

Johnson Midwest Financial held its American Electric Power (AEP) position steady in Q3 2023 at 1,627 shares worth $122K. The position accounts for 0.27% of the portfolio, ranked #47.

Johnson Midwest Financial first reported a position in AEP in Q4 2020 and has held it in 12 quarters since. The position peaked at $162K in Q1 2022. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

Johnson Midwest Financial held 1,627 shares of American Electric Power worth $122K as of Q3 2023.
Johnson Midwest Financial left its American Electric Power share count unchanged in Q3 2023.
American Electric Power made up 0.27% of Johnson Midwest Financial's portfolio in Q3 2023, its #47 holding.
Johnson Midwest Financial first reported a position in American Electric Power in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's American Electric Power position peaked at $162K in Q1 2022.
1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.