RFN
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RDA Financial Network’s American Electric Power AEP Stock Holding History

RDA Financial Network’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
Q4 		– Sell
-3,696
Closed -$278K – 227
2023
Q3 		$278K Buy
3,696
+464
+14% +$37.8K 0.12% 176
2023
Q2 		$272K Sell
3,232
-250
-7% -$22.1K 0.11% 180
2023
Q1 		$317K Buy
3,482
+1
+0% +$91 0.14% 152
2022
Q4 		$331K Buy
3,481
+873
+33% +$79.5K 0.17% 143
2022
Q3 		$225K Buy
2,608
+39
+2% +$3.86K 0.12% 173
2022
Q2 		$246K Sell
2,569
-37
-1% -$3.67K 0.12% 168
2022
Q1 		$260K Buy
+2,606
New +$238K 0.11% 184
2021
Q4 		– Sell
-2,521
Closed -$205K – 220
2021
Q3 		$205K Buy
+2,521
New +$220K 0.09% 202

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return