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

Perpetual 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 Q4	$342K	Hold	3,598	–	–	0.04%	170
2022 Q3	$311K	Hold	3,598	–	–	0.05%	179
2022 Q2	$345K	Hold	3,598	–	–	0.05%	173
2022 Q1	$359K	Hold	3,598	–	–	0.05%	177
2021 Q4	$320K	Hold	3,598	–	–	0.04%	190
2021 Q3	$292K	Hold	3,598	–	–	0.04%	181
2021 Q2	$304K	Hold	3,598	–	–	0.04%	177
2021 Q1	$304K	Hold	3,598	–	–	0.05%	164
2020 Q4	$293K	Buy	+3,598	New	+$312K	0.04%	180

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Perpetual Investment Management's AEP Position: Q4 2022 in Review

Perpetual Investment Management held its American Electric Power (AEP) position steady in Q4 2022 at 3,598 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #170.

Perpetual Investment Management first reported a position in AEP in Q4 2020 and has held it in 9 quarters since. The position peaked at $359K in Q1 2022. 1,388 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Perpetual Investment Management held 3,598 shares of American Electric Power worth $342K as of Q4 2022.
Perpetual Investment Management left its American Electric Power share count unchanged in Q4 2022.
American Electric Power made up 0.04% of Perpetual Investment Management's portfolio in Q4 2022, its #170 holding.
Perpetual Investment Management first reported a position in American Electric Power in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's American Electric Power position peaked at $359K in Q1 2022.
1,388 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.