Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LWM
Lenox Wealth Management’s
American Electric Power
AEP
Stock Holding History
Lenox Wealth 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
2020
Q2
$7K
Hold
100
–
–
﹤0.01%
482
2020
Q1
$7K
Hold
100
–
–
﹤0.01%
435
2019
Q4
$9K
Hold
100
–
–
﹤0.01%
454
2019
Q3
$9K
Hold
100
–
–
﹤0.01%
458
2019
Q2
$8K
Hold
100
–
–
﹤0.01%
452
2019
Q1
$8K
Hold
100
–
–
﹤0.01%
459
2018
Q4
$7K
Hold
100
–
–
﹤0.01%
427
2018
Q3
$7K
Hold
100
–
–
﹤0.01%
449
2018
Q2
$7K
Buy
100
+41
+69%
+$2.76K
﹤0.01%
399
2018
Q1
$1K
Buy
+59
New
+$3.97K
﹤0.01%
454
2017
Q2
–
Sell
-1,100
Closed
-$74K
–
470
2017
Q1
$74K
Sell
1,100
-26
-2%
-$1.68K
0.05%
71
2016
Q4
$71K
Buy
+1,126
New
+$69.4K
0.05%
83
2016
Q3
–
Sell
-244
Closed
-$16.4K
–
223
2016
Q2
$17K
Buy
244
+120
+97%
+$7.85K
0.01%
148
2016
Q1
$8K
Buy
124
+4
+3%
+$247
0.01%
170
2015
Q4
$7K
Buy
+120
New
+$6.8K
0.01%
177
Other funds holding AEP
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close