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

Midwest 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
Q1 		$269K Hold
2,692
– – 0.16% 90
2021
Q4 		$240K Hold
2,692
– – 0.15% 86
2021
Q3 		$219K Hold
2,692
– – 0.15% 92
2021
Q2 		$228K Hold
2,692
– – 0.16% 91
2021
Q1 		$228K Buy
+2,692
New +$217K 0.19% 88

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Midwest Wealth Management's AEP Position: Q1 2022 in Review

Midwest Wealth Management held its American Electric Power (AEP) position steady in Q1 2022 at 2,692 shares worth $269K. The position accounts for 0.16% of the portfolio, ranked #90.

Midwest Wealth Management first reported a position in AEP in Q1 2021 and has held it in 5 quarters since. 1,380 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

  • Midwest Wealth Management held 2,692 shares of American Electric Power worth $269K as of Q1 2022.
  • Midwest Wealth Management left its American Electric Power share count unchanged in Q1 2022.
  • American Electric Power made up 0.16% of Midwest Wealth Management's portfolio in Q1 2022, its #90 holding.
  • Midwest Wealth Management first reported a position in American Electric Power in Q1 2021 and has held it in 5 quarters since.
  • 1,380 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.