SWM
AEP icon

SVA Wealth Management’s American Electric Power AEP Stock Holding History

SVA Wealth Management’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
2020
Q4 		$2.48M Sell
29,797
-1,385
-4% -$120K 0.22% 84
2020
Q3 		$2.55M Sell
31,182
-891
-3% -$73.4K 0.25% 77
2020
Q2 		$2.55M Buy
32,073
+188
+0.6% +$15.3K 0.27% 73
2020
Q1 		$2.55M Buy
31,885
+313
+1% +$29.6K 0.29% 62
2019
Q4 		$2.98M Sell
31,572
-620
-2% -$57.3K 0.27% 73
2019
Q3 		$3.02M Sell
32,192
-46
-0.1% -$4.18K 0.3% 70
2019
Q2 		$2.84M Sell
32,238
-26
-0.1% -$2.24K 0.28% 74
2019
Q1 		$2.7M Sell
32,264
-2,686
-8% -$214K 0.26% 84
2018
Q4 		$2.61M Sell
34,950
-2,066
-6% -$155K 0.29% 80
2018
Q3 		$2.62M Sell
37,016
-1,483
-4% -$106K 0.27% 78
2018
Q2 		$2.67M Sell
38,499
-3,521
-8% -$237K 0.29% 75
2018
Q1 		$2.95M Sell
42,020
-885
-2% -$59.6K 0.36% 73
2017
Q4 		$3.16M Buy
42,905
+885
+2% +$66.1K 0.37% 72
2017
Q3 		$2.95M Buy
42,020
+165
+0.4% +$11.8K 0.36% 73
2017
Q2 		$2.91M Buy
41,855
+1,200
+3% +$83.4K 0.38% 73
2017
Q1 		$2.73M Buy
40,655
+3,077
+8% +$199K 0.37% 72
2016
Q4 		$2.37M Buy
37,578
+1,573
+4% +$97K 0.35% 79
2016
Q3 		$2.31M Buy
36,005
+5,965
+20% +$401K 0.36% 78
2016
Q2 		$2.11M Sell
30,040
-92
-0.3% -$6.02K 0.34% 83
2016
Q1 		$2M Buy
30,132
+2,307
+8% +$143K 0.33% 80
2015
Q4 		$1.62M Buy
27,825
+1,274
+5% +$72.2K 0.28% 89
2015
Q3 		$1.51M Buy
26,551
+3,744
+16% +$208K 0.28% 92
2015
Q2 		$1.21M Buy
22,807
+1,478
+7% +$81.8K 0.22% 106
2015
Q1 		$1.2M Buy
21,329
+8,762
+70% +$520K 0.22% 106
2014
Q4 		$763K Buy
12,567
+1,829
+17% +$105K 0.28% 86
2014
Q3 		$561K Buy
10,738
+360
+3% +$19K 0.24% 92
2014
Q2 		$579K Buy
10,378
+4
+0% +$211 0.25% 91
2014
Q1 		$526K Buy
10,374
+2,871
+38% +$140K 0.25% 92
2013
Q4 		$351K Buy
+7,503
New +$346K 0.21% 103

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVA Wealth Management's AEP Position: Q4 2020 in Review

SVA Wealth Management reduced its American Electric Power (AEP) stake by 4.4% in Q4 2020, selling an estimated $120K and leaving 29,797 shares worth $2.48M. The position accounts for 0.22% of the portfolio, ranked #84.

SVA Wealth Management first reported a position in AEP in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.16M in Q4 2017. 1,208 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

  • SVA Wealth Management held 29,797 shares of American Electric Power worth $2.48M as of Q4 2020.
  • SVA Wealth Management sold 1,385 American Electric Power shares in Q4 2020, an estimated $120K.
  • American Electric Power made up 0.22% of SVA Wealth Management's portfolio in Q4 2020, its #84 holding.
  • SVA Wealth Management first reported a position in American Electric Power in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's American Electric Power position peaked at $3.16M in Q4 2017.
  • 1,208 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.