SI
AEPPZ

Stephens Inc’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Stephens Inc’s Portfolio AEPPZ Stock Details AEPPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,165
Closed -$1.04M – 1254
2022
Q4 		$1.04M Sell
20,165
-250
-1% -$12.7K 0.02% 501
2022
Q3 		$1.01M Sell
20,415
-150
-0.7% -$8.2K 0.02% 514
2022
Q2 		$1.12M Sell
20,565
-1,450
-7% -$80.6K 0.02% 502
2022
Q1 		$1.23M Buy
22,015
+650
+3% +$34.6K 0.02% 537
2021
Q4 		$1.12M Buy
21,365
+1,350
+7% +$68.6K 0.02% 597
2021
Q3 		$995K Buy
20,015
+400
+2% +$20.9K 0.02% 653
2021
Q2 		$1M Buy
19,615
+2,250
+13% +$114K 0.02% 661
2021
Q1 		$848K Buy
17,365
+1,975
+13% +$95.3K 0.01% 672
2020
Q4 		$779K Buy
15,390
+4,500
+41% +$232K 0.01% 659
2020
Q3 		$534K Buy
+10,890
New +$531K 0.01% 715

Other funds holding AEPPZ

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return