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Milestone Wealth’s American Electric Power AEP Stock Holding History

Milestone Wealth’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
Q3 		$15K Hold
179
– – 0.02% 156
2022
Q2 		$17K Hold
179
– – 0.02% 150
2022
Q1 		$16K Hold
179
– – 0.01% 192
2021
Q4 		$16K Buy
+179
New +$15.1K 0.01% 192

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Milestone Wealth's AEP Position: Q3 2022 in Review

Milestone Wealth held its American Electric Power (AEP) position steady in Q3 2022 at 179 shares worth $15K. The position accounts for 0.02% of the portfolio, ranked #156.

Milestone Wealth first reported a position in AEP in Q4 2021 and has held it in 4 quarters since. The position peaked at $17K in Q2 2022. 1,337 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • Milestone Wealth held 179 shares of American Electric Power worth $15K as of Q3 2022.
  • Milestone Wealth left its American Electric Power share count unchanged in Q3 2022.
  • American Electric Power made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #156 holding.
  • Milestone Wealth first reported a position in American Electric Power in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's American Electric Power position peaked at $17K in Q2 2022.
  • 1,337 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.