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Syverson Strege & Co’s American Electric Power AEP Stock Holding History

Syverson Strege & Co’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
-261
Closed -$23.7K – 75
2023
Q1 		$23.7K Hold
261
– – 0.01% 179
2022
Q4 		$24.7K Hold
261
– – 0.01% 164
2022
Q3 		$23K Hold
261
– – 0.01% 157
2022
Q2 		$25K Sell
261
-528
-67% -$52.3K 0.01% 171
2022
Q1 		$79K Hold
789
– – 0.09% 101
2021
Q4 		$70K Hold
789
– – 0.05% 111
2021
Q3 		$64K Sell
789
-176
-18% -$15.4K 0.05% 124
2021
Q2 		$82K Sell
965
-264
-21% -$22.7K 0.07% 99
2021
Q1 		$104K Buy
1,229
+10
+0.8% +$806 0.11% 88
2020
Q4 		$102K Buy
+1,219
New +$106K 0.1% 87

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Syverson Strege & Co's AEP Position: Q2 2023 in Review

Syverson Strege & Co sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 261 shares — an estimated $23.7K sold.

Syverson Strege & Co first reported a position in AEP in Q4 2020 and held it in 10 quarters. The position peaked at $104K in Q1 2021. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Syverson Strege & Co reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 261 American Electric Power shares in Q2 2023, an estimated $23.7K.
  • Syverson Strege & Co first reported a position in American Electric Power in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's American Electric Power position peaked at $104K in Q1 2021.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.