Loveless Wealth Management’s American Electric Power AEP Stock Holding History

Loveless 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
2022 Q2	$1.42M	Buy	14,755 +450	+3%	+$44.6K	0.93%	36
2022 Q1	$1.43M	Hold	14,305	–	–	0.81%	45
2021 Q4	$1.27M	Hold	14,305	–	–	0.7%	47
2021 Q3	$1.16M	Buy	14,305 +110	+0.8%	+$9.6K	0.71%	52
2021 Q2	$1.2M	Buy	14,195 +845	+6%	+$72.8K	0.73%	49
2021 Q1	$1.13M	Hold	13,350	–	–	0.75%	49
2020 Q4	$1.11M	Buy	13,350 +75	+0.6%	+$6.51K	0.82%	45
2020 Q3	$1.08M	Buy	13,275 +1,010	+8%	+$83.2K	0.92%	42
2020 Q2	$977K	Buy	12,265 +1,555	+15%	+$127K	0.91%	41
2020 Q1	$857K	Buy	10,710 +200	+2%	+$18.9K	1.01%	36
2019 Q4	$981K	Buy	+10,510	New	+$971K	0.85%	46

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Loveless Wealth Management's AEP Position: Q2 2022 in Review

Loveless Wealth Management increased its American Electric Power (AEP) stake by 3.1% in Q2 2022, buying an estimated $44.6K and bringing the position to 14,755 shares worth $1.42M. The position accounts for 0.93% of the portfolio, ranked #36.

Loveless Wealth Management first reported a position in AEP in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.43M in Q1 2022. 1,363 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

Loveless Wealth Management held 14,755 shares of American Electric Power worth $1.42M as of Q2 2022.
Loveless Wealth Management bought 450 American Electric Power shares in Q2 2022, an estimated $44.6K.
American Electric Power made up 0.93% of Loveless Wealth Management's portfolio in Q2 2022, its #36 holding.
Loveless Wealth Management first reported a position in American Electric Power in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's American Electric Power position peaked at $1.43M in Q1 2022.
1,363 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.