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Laurel Wealth Advisors (California)’s American Electric Power AEP Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.28M Buy
13,468
+639
+5% +$58.2K 0.13% 176
2022
Q3 		$1.11M Sell
12,829
-18
-0.1% -$1.78K 0.12% 192
2022
Q2 		$1.23M Sell
12,847
-225
-2% -$22.3K 0.13% 185
2022
Q1 		$1.3M Sell
13,072
-1,147
-8% -$105K 0.11% 201
2021
Q4 		$1.26M Buy
14,219
+2,530
+22% +$213K 0.1% 216
2021
Q3 		$949K Sell
11,689
-1,879
-14% -$164K 0.17% 139
2021
Q2 		$1.15M Sell
13,568
-356
-3% -$30.7K 0.15% 154
2021
Q1 		$1.18M Sell
13,924
-184
-1% -$14.8K 0.18% 138
2020
Q4 		$1.18M Hold
14,108
– – 0.17% 136
2020
Q3 		$1.15M Sell
14,108
-528
-4% -$43.5K 0.19% 124
2020
Q2 		$1.17M Sell
14,636
-2,004
-12% -$164K 0.21% 118
2020
Q1 		$1.33M Buy
16,640
+1,284
+8% +$121K 0.31% 83
2019
Q4 		$1.45M Sell
15,356
-5,949
-28% -$550K 0.24% 112
2019
Q3 		$2M Buy
21,305
+561
+3% +$50.9K 0.34% 75
2019
Q2 		$1.83M Sell
20,744
-68
-0.3% -$5.86K 0.4% 60
2019
Q1 		$1.74M Sell
20,812
-521
-2% -$41.4K 0.43% 61
2018
Q4 		$1.59M Sell
21,333
-2,373
-10% -$178K 0.47% 55
2018
Q3 		$1.68M Sell
23,706
-488
-2% -$34.7K 0.41% 59
2018
Q2 		$1.68M Buy
24,194
+250
+1% +$16.8K 0.45% 57
2018
Q1 		$1.64M Sell
23,944
-1,719
-7% -$116K 0.51% 52
2017
Q4 		$1.89M Buy
25,663
+2,122
+9% +$159K 0.54% 48
2017
Q3 		$1.65M Hold
23,541
– – 0.55% 46
2017
Q2 		$1.64M Sell
23,541
-112
-0.5% -$7.78K 0.58% 43
2017
Q1 		$1.59M Sell
23,653
-205
-0.9% -$13.3K 0.61% 41
2016
Q4 		$1.5M Sell
23,858
-1,426
-6% -$87.9K 0.66% 39
2016
Q3 		$1.62M Sell
25,284
-3
-0% -$202 0.77% 29
2016
Q2 		$1.77M Buy
25,287
+316
+1% +$20.7K 0.85% 26
2016
Q1 		$1.66M Buy
24,971
+58
+0.2% +$3.59K 0.83% 29
2015
Q4 		$1.45M Buy
+24,913
New +$1.41M 0.75% 32

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AEP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its American Electric Power (AEP) stake by 5% in Q4 2022, buying an estimated $58.2K and bringing the position to 13,468 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #176.

Laurel Wealth Advisors (California) first reported a position in AEP in Q4 2015 and has held it in 29 quarters since. The position peaked at $2M in Q3 2019. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Laurel Wealth Advisors (California) held 13,468 shares of American Electric Power worth $1.28M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 639 American Electric Power shares in Q4 2022, an estimated $58.2K.
  • American Electric Power made up 0.13% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #176 holding.
  • Laurel Wealth Advisors (California) first reported a position in American Electric Power in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s American Electric Power position peaked at $2M in Q3 2019.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.