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

Regent 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	$1.49M	Sell	15,710 -90	-0.6%	-$8.19K	0.4%	70
2022 Q3	$1.37M	Buy	15,800 +1,825	+13%	+$180K	0.4%	69
2022 Q2	$1.34M	Sell	13,975 -680	-5%	-$67.4K	0.37%	72
2022 Q1	$1.46M	Sell	14,655 -205	-1%	-$18.7K	0.34%	76
2021 Q4	$1.32M	Buy	14,860 +3,775	+34%	+$318K	0.29%	84
2021 Q3	$900K	Buy	11,085 +2,700	+32%	+$236K	0.22%	104
2021 Q2	$709K	Buy	8,385 +335	+4%	+$28.8K	0.17%	119
2021 Q1	$682K	Buy	+8,050	New	+$649K	0.17%	111

Other funds holding AEP

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

BlackRock New York $5.72T 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 $432B 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 $1.02T AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Regent Investment Management reduced its American Electric Power (AEP) stake by 0.57% in Q4 2022, selling an estimated $8.19K and leaving 15,710 shares worth $1.49M. The position accounts for 0.4% of the portfolio, ranked #70.

Regent Investment Management first reported a position in AEP in Q1 2021 and has held it in 8 quarters since. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Regent Investment Management held 15,710 shares of American Electric Power worth $1.49M as of Q4 2022.
Regent Investment Management sold 90 American Electric Power shares in Q4 2022, an estimated $8.19K.
American Electric Power made up 0.4% of Regent Investment Management's portfolio in Q4 2022, its #70 holding.
Regent Investment Management first reported a position in American Electric Power in Q1 2021 and has held it in 8 quarters since.
1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.