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Steph & Co’s American Electric Power AEP Stock Holding History

Steph & Co’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
Q2 		– Sell
-200
Closed -$20K – 234
2022
Q1 		$20K Hold
200
– – 0.01% 236
2021
Q4 		$18K Hold
200
– – 0.01% 263
2021
Q3 		$16K Buy
+200
New +$17.5K 0.01% 232

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steph & Co's AEP Position: Q2 2022 in Review

Steph & Co sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 200 shares — an estimated $20K sold.

Steph & Co first reported a position in AEP in Q3 2021 and held it in 3 quarters. The position peaked at $20K in Q1 2022. 1,363 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

  • Steph & Co reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
  • Steph & Co sold 200 American Electric Power shares in Q2 2022, an estimated $20K.
  • Steph & Co first reported a position in American Electric Power in Q3 2021 and held it in 3 quarters.
  • Steph & Co's American Electric Power position peaked at $20K in Q1 2022.
  • 1,363 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Steph & Co's 13F filing for Q2 2022, filed 13 Jul 2022.