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Regent Peak Wealth Advisors’s American Electric Power AEP Stock Holding History

Regent Peak Wealth 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
2023
Q3 		– Sell
-2,616
Closed -$220K – 152
2023
Q2 		$220K Sell
2,616
-62
-2% -$5.48K 0.06% 138
2023
Q1 		$244K Sell
2,678
-122
-4% -$11.2K 0.08% 126
2022
Q4 		$266K Sell
2,800
-68
-2% -$6.19K 0.09% 124
2022
Q3 		$248K Buy
2,868
+199
+7% +$19.7K 0.09% 127
2022
Q2 		$256K Buy
2,669
+16
+0.6% +$1.59K 0.08% 128
2022
Q1 		$265K Buy
2,653
+24
+0.9% +$2.19K 0.08% 136
2021
Q4 		$234K Buy
2,629
+24
+0.9% +$2.02K 0.06% 151
2021
Q3 		$211K Buy
2,605
+16
+0.6% +$1.4K 0.06% 158
2021
Q2 		$228K Buy
+2,589
New +$223K 0.06% 154
2021
Q1 		– Sell
-2,263
Closed -$188K – 169
2020
Q4 		$188K Buy
+2,263
New +$196K 0.06% 144
2020
Q1 		– Sell
-3,270
Closed -$309K – 111
2019
Q4 		$309K Buy
+3,270
New +$302K 0.14% 94

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Regent Peak Wealth Advisors's AEP Position: Q3 2023 in Review

Regent Peak Wealth Advisors sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 2,616 shares — an estimated $220K sold.

Regent Peak Wealth Advisors first reported a position in AEP in Q4 2019 and held it in 11 quarters. The position peaked at $309K in Q4 2019. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Regent Peak Wealth Advisors reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,616 American Electric Power shares in Q3 2023, an estimated $220K.
  • Regent Peak Wealth Advisors first reported a position in American Electric Power in Q4 2019 and held it in 11 quarters.
  • Regent Peak Wealth Advisors's American Electric Power position peaked at $309K in Q4 2019.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.