Leelyn Smith’s American Electric Power AEP Stock Holding History

Leelyn Smith’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	-760	Closed	-$72.2K	–	117
2022 Q4	$72.2K	Buy	760 +660	+660%	+$60.1K	0.02%	150
2022 Q3	$9K	Sell	100 -1,260	-93%	-$125K	﹤0.01%	290
2022 Q2	$130K	Hold	1,360	–	–	0.03%	142
2022 Q1	$136K	Hold	1,360	–	–	0.04%	131
2021 Q4	$121K	Hold	1,360	–	–	0.03%	146
2021 Q3	$110K	Hold	1,360	–	–	0.03%	152
2021 Q2	$115K	Sell	1,360 -30	-2%	-$2.58K	0.03%	152
2021 Q1	$118K	Buy	1,390 +290	+26%	+$23.4K	0.04%	155
2020 Q4	$92K	Sell	1,100 -220	-17%	-$19.1K	0.03%	168
2020 Q3	$108K	Hold	1,320	–	–	0.04%	154
2020 Q2	$105K	Buy	1,320 +130	+11%	+$10.6K	0.04%	150
2020 Q1	$95K	Sell	1,190 -30	-2%	-$2.84K	0.05%	140
2019 Q4	$115K	Buy	+1,220	New	+$113K	0.06%	144

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 $3.38T AUM 44.17% 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

Leelyn Smith's AEP Position: Q1 2023 in Review

Leelyn Smith sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 760 shares — an estimated $72.2K sold.

Leelyn Smith first reported a position in AEP in Q4 2019 and held it in 13 quarters. The position peaked at $136K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

Leelyn Smith reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 760 American Electric Power shares in Q1 2023, an estimated $72.2K.
Leelyn Smith first reported a position in American Electric Power in Q4 2019 and held it in 13 quarters.
Leelyn Smith's American Electric Power position peaked at $136K in Q1 2022.
1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.