Lee Financial Group Hawaii’s American Electric Power AEP Stock Holding History

Lee Financial Group Hawaii’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 Q1	–	Sell	-2,343	Closed	-$222K	–	32
2022 Q4	$222K	Hold	2,343	–	–	0.22%	26
2022 Q3	$203K	Hold	2,343	–	–	0.16%	31
2022 Q2	$225K	Hold	2,343	–	–	0.22%	30
2022 Q1	$234K	Hold	2,343	–	–	0.16%	36
2021 Q4	$208K	Buy	+2,343	New	+$198K	0.15%	36
2020 Q1	–	Sell	-16,887	Closed	-$1.6M	–	25
2019 Q4	$1.6M	Sell	16,887 -47	-0.3%	-$4.34K	1.26%	22
2019 Q3	$1.59M	Buy	16,934 +129	+0.8%	+$11.7K	1.42%	20
2019 Q2	$1.48M	Sell	16,805 -394	-2%	-$34K	1.26%	22
2019 Q1	$1.44M	Sell	17,199 -1,472	-8%	-$117K	1.34%	17
2018 Q4	$1.4M	Sell	18,671 -835	-4%	-$62.7K	1.5%	18
2018 Q3	$1.38M	Sell	19,506 -289	-1%	-$20.6K	1.23%	23
2018 Q2	$1.37M	Sell	19,795 -180	-0.9%	-$12.1K	1.27%	24
2018 Q1	$1.37M	Buy	19,975 +759	+4%	+$51.1K	1.32%	24
2017 Q4	$1.41M	Buy	+19,216	New	+$1.44M	1.31%	26

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial Group Hawaii's AEP Position: Q1 2023 in Review

Lee Financial Group Hawaii sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 2,343 shares — an estimated $222K sold.

Lee Financial Group Hawaii first reported a position in AEP in Q4 2017 and held it in 14 quarters. The position peaked at $1.6M in Q4 2019. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

Lee Financial Group Hawaii reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 2,343 American Electric Power shares in Q1 2023, an estimated $222K.
Lee Financial Group Hawaii first reported a position in American Electric Power in Q4 2017 and held it in 14 quarters.
Lee Financial Group Hawaii's American Electric Power position peaked at $1.6M in Q4 2019.
1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2023, filed 4 May 2023.