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Strategic Wealth Management Group’s American Electric Power AEP Stock Holding History

Strategic Wealth Management 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
2021
Q2 		$240K Buy
2,837
+16
+0.6% +$1.38K 0.09% 111
2021
Q1 		$239K Buy
+2,821
New +$227K 0.09% 121

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Management Group's AEP Position: Q2 2021 in Review

Strategic Wealth Management Group increased its American Electric Power (AEP) stake by 0.57% in Q2 2021, buying an estimated $1.38K and bringing the position to 2,837 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #111.

Strategic Wealth Management Group first reported a position in AEP in Q1 2021 and has held it in 2 quarters since. 1,192 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Strategic Wealth Management Group held 2,837 shares of American Electric Power worth $240K as of Q2 2021.
  • Strategic Wealth Management Group bought 16 American Electric Power shares in Q2 2021, an estimated $1.38K.
  • American Electric Power made up 0.09% of Strategic Wealth Management Group's portfolio in Q2 2021, its #111 holding.
  • Strategic Wealth Management Group first reported a position in American Electric Power in Q1 2021 and has held it in 2 quarters since.
  • 1,192 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.