SIS
AEP icon

Strategic Investment Solutions’s American Electric Power AEP Stock Holding History

Strategic Investment Solutions’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
Q2 		– Sell
-60
Closed -$5.46K – 872
2023
Q1 		$5.46K Buy
+60
New +$5.49K ﹤0.01% 745

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Strategic Investment Solutions's AEP Position: Q2 2023 in Review

Strategic Investment Solutions sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 60 shares — an estimated $5.46K sold.

Strategic Investment Solutions first reported a position in AEP in Q1 2023 and held it in 1 quarter. The position peaked at $5.46K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Strategic Investment Solutions reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 60 American Electric Power shares in Q2 2023, an estimated $5.46K.
  • Strategic Investment Solutions first reported a position in American Electric Power in Q1 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's American Electric Power position peaked at $5.46K in Q1 2023.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Strategic Investment Solutions's 13F filing for Q2 2023, filed 15 Aug 2023.