MD Financial Management
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MD Financial Management’s American Electric Power AEP Stock Holding History

MD Financial 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
2021
Q4 		$2.61M Buy
29,386
+2,375
+9% +$200K 0.06% 145
2021
Q3 		$2.19M Buy
27,011
+958
+4% +$83.6K 0.06% 162
2021
Q2 		$2.2M Buy
+26,053
New +$2.24M 0.06% 163

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MD Financial Management's AEP Position: Q4 2021 in Review

MD Financial Management increased its American Electric Power (AEP) stake by 8.8% in Q4 2021, buying an estimated $200K and bringing the position to 29,386 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #145.

MD Financial Management first reported a position in AEP in Q2 2021 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • MD Financial Management held 29,386 shares of American Electric Power worth $2.61M as of Q4 2021.
  • MD Financial Management bought 2,375 American Electric Power shares in Q4 2021, an estimated $200K.
  • American Electric Power made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #145 holding.
  • MD Financial Management first reported a position in American Electric Power in Q2 2021 and has held it in 3 quarters since.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.