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NuWave Investment Management’s American Electric Power AEP Stock Holding History

NuWave Investment 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
Q3 		$184K Buy
+2,133
New +$211K 0.21% 163
2022
Q1 		– Sell
-2,361
Closed -$210K – 266
2021
Q4 		$210K Buy
2,361
+1,765
+296% +$149K 0.24% 143
2021
Q3 		$48K Buy
596
+107
+22% +$9.34K 0.05% 239
2021
Q2 		$41K Buy
+489
New +$42.1K 0.05% 270
2021
Q1 		– Sell
-6,125
Closed -$510K – 273
2020
Q4 		$510K Buy
6,125
+5,881
+2,410% +$510K 0.67% 37
2020
Q3 		$20K Sell
244
-510
-68% -$42K 0.03% 294
2020
Q2 		$61K Sell
754
-2,076
-73% -$169K 0.08% 180
2020
Q1 		$226K Buy
2,830
+1,557
+122% +$147K 0.49% 43
2019
Q4 		$120K Sell
1,273
-4,905
-79% -$453K 0.12% 209
2019
Q3 		$577K Sell
6,178
-1,751
-22% -$159K 0.57% 56
2019
Q2 		$698K Sell
7,929
-1,803
-19% -$155K 0.73% 45
2019
Q1 		$815K Buy
9,732
+5,656
+139% +$450K 0.96% 25
2018
Q4 		$305K Buy
+4,076
New +$306K 0.52% 71
2018
Q3 		– Sell
-43
Closed -$3K – 400
2018
Q2 		$3K Sell
43
-1,422
-97% -$95.8K ﹤0.01% 251
2018
Q1 		$101K Buy
1,465
+1,329
+977% +$89.5K 0.16% 164
2017
Q4 		$10K Buy
+136
New +$10.2K 0.01% 257
2013
Q3 		– Sell
-11,772
Closed -$527K – 309
2013
Q2 		$527K Buy
+11,772
New +$565K 0.58% 67

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NuWave Investment Management's AEP Position: Q3 2022 in Review

NuWave Investment Management opened a new position in American Electric Power (AEP) in Q3 2022: 2,133 shares worth $184K. The stake represents 0.21% of the portfolio and ranks #163 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in AEP as recently as Q4 2021.

NuWave Investment Management first reported a position in AEP in Q2 2013 and has held it in 17 quarters since. The position peaked at $815K in Q1 2019. 1,337 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • NuWave Investment Management held 2,133 shares of American Electric Power worth $184K as of Q3 2022.
  • American Electric Power was a new NuWave Investment Management position in Q3 2022.
  • American Electric Power made up 0.21% of NuWave Investment Management's portfolio in Q3 2022, its #163 holding.
  • NuWave Investment Management first reported a position in American Electric Power in Q2 2013 and has held it in 17 quarters since.
  • NuWave Investment Management's American Electric Power position peaked at $815K in Q1 2019.
  • 1,337 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.