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

MinichMacGregor 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
2023
Q1 		– Sell
-176
Closed -$16.8K – 107
2022
Q4 		$16.8K Buy
+176
New +$16K 0.01% 344
2019
Q1 		– Sell
-3,287
Closed -$231K – 50
2018
Q4 		$231K Buy
3,287
+3,216
+4,530% +$241K 0.16% 86
2018
Q3 		$5K Hold
71
– – ﹤0.01% 379
2018
Q2 		$4K Buy
71
+1
+1% +$67 ﹤0.01% 395
2018
Q1 		$4K Sell
70
-16
-19% -$1.08K ﹤0.01% 381
2017
Q4 		$6K Hold
86
– – ﹤0.01% 347
2017
Q3 		$6K Buy
86
+1
+1% +$71 0.01% 328
2017
Q2 		$5K Buy
85
+17
+25% +$1.18K ﹤0.01% 344
2017
Q1 		$4K Buy
68
+1
+1% +$65 ﹤0.01% 347
2016
Q4 		$4K Buy
67
+1
+2% +$62 ﹤0.01% 345
2016
Q3 		$4K Hold
66
– – ﹤0.01% 340
2016
Q2 		$4K Buy
66
+1
+2% +$65 ﹤0.01% 331
2016
Q1 		$4K Buy
65
+2
+3% +$124 ﹤0.01% 319
2015
Q4 		$3K Buy
+63
New +$3.57K ﹤0.01% 307

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
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

MinichMacGregor Wealth Management's AEP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 176 shares — an estimated $16.8K sold.

MinichMacGregor Wealth Management first reported a position in AEP in Q4 2015 and held it in 14 quarters. The position peaked at $231K in Q4 2018. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 176 American Electric Power shares in Q1 2023, an estimated $16.8K.
  • MinichMacGregor Wealth Management first reported a position in American Electric Power in Q4 2015 and held it in 14 quarters.
  • MinichMacGregor Wealth Management's American Electric Power position peaked at $231K in Q4 2018.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.