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Personal Capital Advisors’s American Electric Power AEP Stock Holding History

Personal Capital Advisors’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 		$701K Buy
+7,388
New +$673K ﹤0.01% 262
2022
Q3 		– Sell
-2,575
Closed -$247K – 454
2022
Q2 		$247K Buy
2,575
+52
+2% +$5.15K ﹤0.01% 386
2022
Q1 		$252K Sell
2,523
-117
-4% -$10.7K ﹤0.01% 425
2021
Q4 		$235K Sell
2,640
-1,109
-30% -$93.5K ﹤0.01% 496
2021
Q3 		$304K Sell
3,749
-114,908
-97% -$10M ﹤0.01% 403
2021
Q2 		$10M Buy
118,657
+21,212
+22% +$1.83M 0.05% 170
2021
Q1 		$8.25M Buy
97,445
+22,174
+29% +$1.79M 0.05% 179
2020
Q4 		$6.27M Buy
75,271
+17,400
+30% +$1.51M 0.04% 178
2020
Q3 		$4.73M Buy
57,871
+5,706
+11% +$470K 0.04% 177
2020
Q2 		$4.15M Buy
52,165
+6,412
+14% +$523K 0.03% 176
2020
Q1 		$3.7M Buy
45,753
+5,051
+12% +$478K 0.04% 174
2019
Q4 		$3.85M Buy
40,702
+6,722
+20% +$621K 0.03% 176
2019
Q3 		$3.18M Buy
33,980
+3,476
+11% +$316K 0.03% 170
2019
Q2 		$2.69M Buy
30,504
+5,467
+22% +$471K 0.03% 169
2019
Q1 		$2.1M Buy
25,037
+6,135
+32% +$488K 0.02% 176
2018
Q4 		$1.41M Buy
+18,902
New +$1.42M 0.02% 181

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

Personal Capital Advisors's AEP Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in American Electric Power (AEP) in Q4 2022: 7,388 shares worth $701K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in AEP as recently as Q2 2022.

Personal Capital Advisors first reported a position in AEP in Q4 2018 and has held it in 16 quarters since. The position peaked at $10M in Q2 2021. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Personal Capital Advisors held 7,388 shares of American Electric Power worth $701K as of Q4 2022.
  • American Electric Power was a new Personal Capital Advisors position in Q4 2022.
  • American Electric Power made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #262 holding.
  • Personal Capital Advisors first reported a position in American Electric Power in Q4 2018 and has held it in 16 quarters since.
  • Personal Capital Advisors's American Electric Power position peaked at $10M in Q2 2021.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.