MS
AEP icon

Madden Securities’s American Electric Power AEP Stock Holding History

Madden Securities’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
-1,935
Closed -$184K – 94
2022
Q4 		$184K Buy
+1,935
New +$176K 0.1% 95
2022
Q2 		– Sell
-2,030
Closed -$203K – 102
2022
Q1 		$203K Buy
+2,030
New +$185K 0.09% 114
2021
Q4 		– Sell
-2,470
Closed -$201K – 112
2021
Q3 		$201K Sell
2,470
-10
-0.4% -$873 0.11% 107
2021
Q2 		$210K Sell
2,480
-23
-0.9% -$1.98K 0.11% 134
2021
Q1 		$212K Hold
2,503
– – 0.12% 125
2020
Q4 		$208K Sell
2,503
-121
-5% -$10.5K 0.13% 122
2020
Q3 		$214K Buy
2,624
+1
+0% +$82 0.16% 111
2020
Q2 		$209K Buy
+2,623
New +$214K 0.19% 97
2019
Q4 		$234K Buy
+2,495
New +$230K 0.23% 98

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 $3.38T AUM 44.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Madden Securities's AEP Position: Q1 2023 in Review

Madden Securities sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 1,935 shares — an estimated $184K sold.

Madden Securities first reported a position in AEP in Q4 2019 and held it in 9 quarters. The position peaked at $234K in Q4 2019. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • Madden Securities reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 1,935 American Electric Power shares in Q1 2023, an estimated $184K.
  • Madden Securities first reported a position in American Electric Power in Q4 2019 and held it in 9 quarters.
  • Madden Securities's American Electric Power position peaked at $234K in Q4 2019.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.