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Sutton Wealth Advisors’s American Electric Power AEP Stock Holding History

Sutton Wealth Advisors’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 		$30.2K Sell
402
-55
-12% -$4.47K 0.01% 292
2023
Q2 		$38.5K Hold
457
– – 0.02% 261
2023
Q1 		$41.6K Sell
457
-26
-5% -$2.38K 0.02% 217
2022
Q4 		$45.9K Sell
483
-1,206
-71% -$110K 0.02% 413
2022
Q3 		$146K Buy
1,689
+1,314
+350% +$130K 0.06% 200
2022
Q2 		$36K Buy
375
+6
+2% +$595 0.01% 471
2022
Q1 		$36.8K Buy
369
+4
+1% +$365 0.01% 501
2021
Q4 		$32.5K Hold
365
– – 0.01% 549
2021
Q3 		$29.6K Buy
365
+12
+3% +$1.05K 0.01% 568
2021
Q2 		$29.9K Hold
353
– – 0.01% 574
2021
Q1 		$29.9K Buy
353
+8
+2% +$645 0.01% 554
2020
Q4 		$28.7K Buy
345
+2
+0.6% +$174 0.01% 509
2020
Q3 		$28K Buy
343
+1
+0.3% +$82 0.01% 451
2020
Q2 		$27.2K Buy
342
+9
+3% +$735 0.01% 449
2020
Q1 		$26.6K Sell
333
-315
-49% -$29.8K 0.02% 397
2019
Q4 		$61.2K Hold
648
– – 0.03% 270
2019
Q3 		$60.7K Buy
648
+315
+95% +$28.6K 0.03% 259
2019
Q2 		$29.3K Buy
333
+12
+4% +$1.03K 0.02% 464
2019
Q1 		$26.9K Buy
321
+36
+13% +$2.86K 0.02% 482
2018
Q4 		$21.3K Hold
285
– – 0.01% 502
2018
Q3 		$20.2K Hold
285
– – 0.01% 580
2018
Q2 		$19.7K Sell
285
-110
-28% -$7.41K 0.01% 593
2018
Q1 		$27.1K Hold
395
– – 0.02% 453
2017
Q4 		$29.1K Hold
395
– – 0.02% 421
2017
Q3 		$27.7K Hold
395
– – 0.02% 428
2017
Q2 		$27.4K Hold
395
– – 0.02% 430
2017
Q1 		$26.5K Hold
395
– – 0.02% 407
2016
Q4 		$24.9K Buy
395
+7
+2% +$432 0.02% 430
2016
Q3 		$24.9K Buy
388
+110
+40% +$7.4K 0.02% 399
2016
Q2 		$19.5K Hold
278
– – 0.02% 452
2016
Q1 		$18.5K Buy
+278
New +$17.2K 0.02% 454

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

Sutton Wealth Advisors's AEP Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its American Electric Power (AEP) stake by 12% in Q3 2023, selling an estimated $4.47K and leaving 402 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #292.

Sutton Wealth Advisors first reported a position in AEP in Q1 2016 and has held it in 31 quarters since. The position peaked at $146K in Q3 2022. 1,275 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Sutton Wealth Advisors held 402 shares of American Electric Power worth $30.2K as of Q3 2023.
  • Sutton Wealth Advisors sold 55 American Electric Power shares in Q3 2023, an estimated $4.47K.
  • American Electric Power made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #292 holding.
  • Sutton Wealth Advisors first reported a position in American Electric Power in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's American Electric Power position peaked at $146K in Q3 2022.
  • 1,275 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.