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PCA
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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