Kings Point Capital Management’s American Electric Power AEP Stock Holding History

Kings Point Capital 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
2022 Q1	$58K	Buy	582 +55	+10%	+$5.03K	0.01%	330
2021 Q4	$47K	Hold	527	–	–	﹤0.01%	395
2021 Q3	$43K	Hold	527	–	–	﹤0.01%	376
2021 Q2	$45K	Sell	527 -420	-44%	-$36.2K	﹤0.01%	357
2021 Q1	$80K	Sell	947 -12	-1%	-$967	0.01%	287
2020 Q4	$80K	Buy	959 +84	+10%	+$7.29K	0.01%	272
2020 Q3	$72K	Sell	875 -10	-1%	-$824	0.01%	273
2020 Q2	$71K	Hold	885	–	–	0.01%	243
2020 Q1	$71K	Hold	885	–	–	0.01%	240
2019 Q4	$84K	Buy	885 +442	+100%	+$40.8K	0.01%	253
2019 Q3	$42K	Hold	443	–	–	0.01%	316
2019 Q2	$39K	Buy	+443	New	+$38.2K	0.01%	287
2017 Q4	–	Sell	-663	Closed	-$47K	–	371
2017 Q3	$47K	Buy	+663	New	+$47.2K	0.01%	226
2015 Q4	–	Sell	-560	Closed	-$32K	–	351
2015 Q3	$32K	Buy	+560	New	+$31.1K	0.01%	262

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kings Point Capital Management's AEP Position: Q1 2022 in Review

Kings Point Capital Management increased its American Electric Power (AEP) stake by 10% in Q1 2022, buying an estimated $5.03K and bringing the position to 582 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #330.

Kings Point Capital Management first reported a position in AEP in Q3 2015 and has held it in 14 quarters since. The position peaked at $84K in Q4 2019. 1,380 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

Kings Point Capital Management held 582 shares of American Electric Power worth $58K as of Q1 2022.
Kings Point Capital Management bought 55 American Electric Power shares in Q1 2022, an estimated $5.03K.
American Electric Power made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #330 holding.
Kings Point Capital Management first reported a position in American Electric Power in Q3 2015 and has held it in 14 quarters since.
Kings Point Capital Management's American Electric Power position peaked at $84K in Q4 2019.
1,380 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.