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Voya Financial Advisors’s American Electric Power AEP Stock Holding History

Voya Financial 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 		– Sell
-2,460
Closed -$205K – 222
2023
Q2 		$205K Buy
+2,460
New +$217K 0.02% 227
2021
Q2 		– Sell
-11,134
Closed -$943K – 255
2021
Q1 		$943K Buy
11,134
+1,192
+12% +$96.1K 0.04% 295
2020
Q4 		$810K Sell
9,942
-3,072
-24% -$267K 0.03% 301
2020
Q3 		$1.05M Buy
13,014
+954
+8% +$78.6K 0.05% 246
2020
Q2 		$960K Buy
12,060
+2,370
+24% +$193K 0.05% 257
2020
Q1 		$811K Buy
9,690
+2,373
+32% +$224K 0.04% 262
2019
Q4 		$688K Sell
7,317
-39
-0.5% -$3.6K 0.03% 335
2019
Q3 		$693K Sell
7,356
-1,306
-15% -$119K 0.04% 318
2019
Q2 		$761K Sell
8,662
-2,445
-22% -$211K 0.04% 292
2019
Q1 		$931K Sell
11,107
-905
-8% -$72K 0.05% 242
2018
Q4 		$898K Buy
12,012
+1,047
+10% +$78.6K 0.06% 221
2018
Q3 		$765K Buy
10,965
+139
+1% +$9.89K 0.04% 273
2018
Q2 		$751K Sell
10,826
-189
-2% -$12.7K 0.05% 252
2018
Q1 		$756K Sell
11,015
-39,400
-78% -$2.65M 0.05% 258
2017
Q4 		$3.71M Sell
50,415
-4,658
-8% -$348K 0.24% 93
2017
Q3 		$3.88M Sell
55,073
-1,548
-3% -$110K 0.26% 82
2017
Q2 		$3.94M Buy
56,621
+6,021
+12% +$418K 0.28% 74
2017
Q1 		$3.41M Buy
50,600
+9,856
+24% +$638K 0.27% 79
2016
Q4 		$2.58M Buy
40,744
+12,477
+44% +$770K 0.22% 89
2016
Q3 		$1.82M Buy
28,267
+11,277
+66% +$758K 0.19% 103
2016
Q2 		$1.17M Buy
16,990
+12,550
+283% +$821K 0.14% 126
2016
Q1 		$293K Buy
+4,440
New +$275K 0.04% 279

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Voya Financial Advisors's AEP Position: Q3 2023 in Review

Voya Financial Advisors sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 2,460 shares — an estimated $205K sold.

Voya Financial Advisors first reported a position in AEP in Q1 2016 and held it in 22 quarters. The position peaked at $3.94M in Q2 2017. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Voya Financial Advisors reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Voya Financial Advisors sold 2,460 American Electric Power shares in Q3 2023, an estimated $205K.
  • Voya Financial Advisors first reported a position in American Electric Power in Q1 2016 and held it in 22 quarters.
  • Voya Financial Advisors's American Electric Power position peaked at $3.94M in Q2 2017.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Voya Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.