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Parsec Financial Management’s American Electric Power AEP Stock Holding History

Parsec Financial 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 		$480K Buy
5,279
+1,665
+46% +$152K 0.02% 207
2022
Q4 		$343K Sell
3,614
-1,600
-31% -$146K 0.02% 234
2022
Q3 		$451K Sell
5,214
-751
-13% -$74.2K 0.02% 203
2022
Q2 		$572K Buy
5,965
+1,766
+42% +$175K 0.03% 193
2022
Q1 		$419K Buy
4,199
+613
+17% +$56K 0.02% 234
2021
Q4 		$319K Sell
3,586
-231
-6% -$19.5K 0.01% 246
2021
Q3 		$317K Buy
3,817
+709
+23% +$61.9K 0.01% 239
2021
Q2 		$263K Hold
3,108
– – 0.01% 242
2021
Q1 		$263K Sell
3,108
-366
-11% -$29.5K 0.01% 231
2020
Q4 		$289K Buy
3,474
+512
+17% +$44.4K 0.02% 215
2020
Q3 		$242K Buy
2,962
+118
+4% +$9.72K 0.01% 212
2020
Q2 		$226K Sell
2,844
-169
-6% -$13.8K 0.01% 219
2020
Q1 		$241K Hold
3,013
– – 0.02% 202
2019
Q4 		$285K Hold
3,013
– – 0.02% 209
2019
Q3 		$282K Hold
3,013
– – 0.02% 205
2019
Q2 		$265K Sell
3,013
-430
-12% -$37.1K 0.02% 207
2019
Q1 		$288K Buy
3,443
+100
+3% +$7.95K 0.02% 199
2018
Q4 		$250K Buy
3,343
+169
+5% +$12.7K 0.02% 208
2018
Q3 		$225K Sell
3,174
-19
-0.6% -$1.35K 0.01% 217
2018
Q2 		$221K Buy
+3,193
New +$215K 0.01% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parsec Financial Management's AEP Position: Q1 2023 in Review

Parsec Financial Management increased its American Electric Power (AEP) stake by 46% in Q1 2023, buying an estimated $152K and bringing the position to 5,279 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #207.

Parsec Financial Management first reported a position in AEP in Q2 2018 and has held it in 20 quarters since. The position peaked at $572K in Q2 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • Parsec Financial Management held 5,279 shares of American Electric Power worth $480K as of Q1 2023.
  • Parsec Financial Management bought 1,665 American Electric Power shares in Q1 2023, an estimated $152K.
  • American Electric Power made up 0.02% of Parsec Financial Management's portfolio in Q1 2023, its #207 holding.
  • Parsec Financial Management first reported a position in American Electric Power in Q2 2018 and has held it in 20 quarters since.
  • Parsec Financial Management's American Electric Power position peaked at $572K in Q2 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.