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Omnia Family Wealth’s American Electric Power AEP Stock Holding History

Omnia Family 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
2026
Q2 		$201K Buy
+1,472
New +$194K 0.05% 100
2023
Q2 		– Sell
-2,367
Closed -$215K – 66
2023
Q1 		$215K Hold
2,367
– – 0.17% 60
2022
Q4 		$225K Hold
2,367
– – 0.18% 59
2022
Q3 		$205K Hold
2,367
– – 0.17% 60
2022
Q2 		$227K Hold
2,367
– – 0.17% 58
2022
Q1 		$236K Hold
2,367
– – 0.16% 61
2021
Q4 		$211K Buy
+2,367
New +$200K 0.13% 69
2021
Q3 		– Sell
-2,424
Closed -$205K – 70
2021
Q2 		$205K Buy
2,424
+57
+2% +$4.91K 0.13% 66
2021
Q1 		$200K Buy
+2,367
New +$191K 0.15% 66
2020
Q4 		– Sell
-2,697
Closed -$220K – 73
2020
Q3 		$220K Hold
2,697
– – 0.21% 64
2020
Q2 		$215K Hold
2,697
– – 0.21% 65
2020
Q1 		$216K Buy
2,697
+288
+12% +$27.2K 0.22% 66
2019
Q4 		$228K Buy
2,409
+42
+2% +$3.88K 0.1% 85
2019
Q3 		$222K Sell
2,367
-1,054
-31% -$95.7K 0.16% 81
2019
Q2 		$301K Sell
3,421
-61
-2% -$5.26K 0.15% 68
2019
Q1 		$292K Buy
3,482
+61
+2% +$4.85K 0.14% 68
2018
Q4 		$256K Hold
3,421
– – 0.14% 72
2018
Q3 		$242K Sell
3,421
-122
-3% -$8.68K 0.11% 79
2018
Q2 		$245K Sell
3,543
-1,814
-34% -$122K 0.11% 78
2018
Q1 		$367K Buy
5,357
+1,497
+39% +$101K 0.17% 50
2017
Q4 		$284K Buy
3,860
+260
+7% +$19.4K 0.13% 69
2017
Q3 		$253K Sell
3,600
-45
-1% -$3.21K 0.12% 74
2017
Q2 		$253K Sell
3,645
-526
-13% -$36.5K 0.12% 73
2017
Q1 		$280K Buy
4,171
+9
+0.2% +$583 0.14% 67
2016
Q4 		$262K Buy
+4,162
New +$257K 0.13% 75

Other funds holding AEP

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return