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Leo Brokerage’s American Electric Power AEP Stock Holding History

Leo Brokerage’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
Q2 		$362K Sell
4,300
-21
-0.5% -$1.85K 0.04% 218
2023
Q1 		$393K Buy
+4,321
New +$395K 0.06% 201
2022
Q2 		– Sell
-4,361
Closed -$435K – 177
2022
Q1 		$435K Buy
+4,361
New +$398K 0.07% 160

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Leo Brokerage's AEP Position: Q2 2023 in Review

Leo Brokerage reduced its American Electric Power (AEP) stake by 0.49% in Q2 2023, selling an estimated $1.85K and leaving 4,300 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #218.

Leo Brokerage first reported a position in AEP in Q1 2022 and has held it in 3 quarters since. The position peaked at $435K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Leo Brokerage held 4,300 shares of American Electric Power worth $362K as of Q2 2023.
  • Leo Brokerage sold 21 American Electric Power shares in Q2 2023, an estimated $1.85K.
  • American Electric Power made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #218 holding.
  • Leo Brokerage first reported a position in American Electric Power in Q1 2022 and has held it in 3 quarters since.
  • Leo Brokerage's American Electric Power position peaked at $435K in Q1 2022.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.