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

Sonora 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
2021
Q3 		$211K Hold
2,599
– – 0.03% 198
2021
Q2 		$220K Buy
2,599
+100
+4% +$8.61K 0.03% 184
2021
Q1 		$212K Buy
2,499
+15
+0.6% +$1.21K 0.02% 285
2020
Q4 		$207K Buy
2,484
+3
+0.1% +$260 0.02% 291
2020
Q3 		$203K Sell
2,481
-72
-3% -$5.93K 0.02% 268
2020
Q2 		$203K Buy
2,553
+110
+5% +$8.98K 0.02% 242
2020
Q1 		$195K Buy
2,443
+167
+7% +$15.8K 0.02% 232
2019
Q4 		$215K Buy
+2,276
New +$210K 0.02% 246
2019
Q3 		– Sell
-2,057
Closed -$181K – 1669
2019
Q2 		$181K Buy
2,057
+495
+32% +$42.7K 0.02% 249
2019
Q1 		$131K Sell
1,562
-28
-2% -$2.23K 0.02% 276
2018
Q4 		$119K Sell
1,590
-491
-24% -$36.8K 0.02% 266
2018
Q3 		$148K Buy
2,081
+519
+33% +$36.9K 0.02% 239
2018
Q2 		$108K Hold
1,562
– – 0.02% 264
2018
Q1 		$107K Buy
1,562
+479
+44% +$32.3K 0.02% 255
2017
Q4 		$79.7K Buy
+1,083
New +$80.9K 0.01% 294
2017
Q3 		– Sell
-1,000
Closed -$69.5K – 1157
2017
Q2 		$69.5K Hold
1,000
– – 0.01% 289
2017
Q1 		$67.1K Hold
1,000
– – 0.01% 289
2016
Q4 		$63K Hold
1,000
– – 0.01% 263
2016
Q3 		$64.2K Hold
1,000
– – 0.01% 264
2016
Q2 		$70.1K Hold
1,000
– – 0.02% 228
2016
Q1 		$62.8K Sell
1,000
-229
-19% -$14.2K 0.02% 251
2015
Q4 		$72K Sell
1,229
-164
-12% -$9.29K 0.02% 188
2015
Q3 		$73K Buy
+1,393
New +$77.3K 0.02% 171

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sonora Investment Management's AEP Position: Q3 2021 in Review

Sonora Investment Management held its American Electric Power (AEP) position steady in Q3 2021 at 2,599 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #198.

Sonora Investment Management first reported a position in AEP in Q3 2015 and has held it in 23 quarters since. The position peaked at $220K in Q2 2021. 1,193 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

  • Sonora Investment Management held 2,599 shares of American Electric Power worth $211K as of Q3 2021.
  • Sonora Investment Management left its American Electric Power share count unchanged in Q3 2021.
  • American Electric Power made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #198 holding.
  • Sonora Investment Management first reported a position in American Electric Power in Q3 2015 and has held it in 23 quarters since.
  • Sonora Investment Management's American Electric Power position peaked at $220K in Q2 2021.
  • 1,193 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.