Lehman & Derafelo Financial Resources’s American Electric Power AEP Stock Holding History

Lehman & Derafelo Financial Resources’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	$407K	Hold	4,290	–	–	0.12%	69
2022 Q3	$371K	Sell	4,290 -14	-0.3%	-$1.38K	0.12%	65
2022 Q2	$413K	Hold	4,304	–	–	0.13%	66
2022 Q1	$429K	Buy	4,304 +14	+0.3%	+$1.28K	0.12%	70
2021 Q4	$382K	Hold	4,290	–	–	0.12%	71
2021 Q3	$348K	Sell	4,290 -987	-19%	-$86.2K	0.11%	72
2021 Q2	$446K	Hold	5,277	–	–	0.12%	72
2021 Q1	$447K	Buy	5,277 +600	+13%	+$48.4K	0.13%	71
2020 Q4	$389K	Hold	4,677	–	–	0.12%	75
2020 Q3	$382K	Hold	4,677	–	–	0.12%	87
2020 Q2	$372K	Sell	4,677 -104	-2%	-$8.49K	0.13%	82
2020 Q1	$382K	Sell	4,781 -187	-4%	-$17.7K	0.16%	59
2019 Q4	$470K	Buy	4,968 +4	+0.1%	+$370	0.17%	61
2019 Q3	$465K	Hold	4,964	–	–	0.18%	60
2019 Q2	$446K	Hold	4,964	–	–	0.18%	57
2019 Q1	$416K	Hold	4,964	–	–	0.18%	60
2018 Q4	$371K	Buy	+4,964	New	+$372K	0.18%	58

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lehman & Derafelo Financial Resources's AEP Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its American Electric Power (AEP) position steady in Q4 2022 at 4,290 shares worth $407K. The position accounts for 0.12% of the portfolio, ranked #69.

Lehman & Derafelo Financial Resources first reported a position in AEP in Q4 2018 and has held it in 17 quarters since. The position peaked at $470K in Q4 2019. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Lehman & Derafelo Financial Resources held 4,290 shares of American Electric Power worth $407K as of Q4 2022.
Lehman & Derafelo Financial Resources left its American Electric Power share count unchanged in Q4 2022.
American Electric Power made up 0.12% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #69 holding.
Lehman & Derafelo Financial Resources first reported a position in American Electric Power in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's American Electric Power position peaked at $470K in Q4 2019.
1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.