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Steward Financial Group’s American Electric Power AEP Stock Holding History

Steward Financial Group’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 		$24K Buy
320
+13
+4% +$1.06K 0.01% 219
2023
Q2 		$25K Buy
307
+33
+12% +$2.92K 0.01% 212
2023
Q1 		$24K Sell
274
-65
-19% -$5.95K 0.01% 122
2022
Q4 		$32K Buy
+339
New +$30.9K 0.02% 90
2022
Q3 		– Sell
-387
Closed -$37K – 82
2022
Q2 		$37K Sell
387
-8
-2% -$793 0.03% 114
2022
Q1 		$39K Buy
+395
New +$36.1K 0.03% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Steward Financial Group's AEP Position: Q3 2023 in Review

Steward Financial Group increased its American Electric Power (AEP) stake by 4.2% in Q3 2023, buying an estimated $1.06K and bringing the position to 320 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #219.

Steward Financial Group first reported a position in AEP in Q1 2022 and has held it in 6 quarters since. The position peaked at $39K in Q1 2022. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Steward Financial Group held 320 shares of American Electric Power worth $24K as of Q3 2023.
  • Steward Financial Group bought 13 American Electric Power shares in Q3 2023, an estimated $1.06K.
  • American Electric Power made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #219 holding.
  • Steward Financial Group first reported a position in American Electric Power in Q1 2022 and has held it in 6 quarters since.
  • Steward Financial Group's American Electric Power position peaked at $39K in Q1 2022.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.