Waddell & Reed Financial’s American Electric Power AEP Stock Holding History

Waddell & Reed Financial’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 Q1	$1.14M	Buy	13,485 +182	+1%	+$14.7K	﹤0.01%	467
2020 Q4	$1.11M	Sell	13,303 -9,004	-40%	-$781K	﹤0.01%	469
2020 Q3	$1.82M	Sell	22,307 -963	-4%	-$79.3K	﹤0.01%	445
2020 Q2	$1.85M	Buy	23,270 +9,688	+71%	+$791K	﹤0.01%	439
2020 Q1	$1.09M	Buy	+13,582	New	+$1.28M	﹤0.01%	422
2016 Q2	–	Sell	-52,688	Closed	-$3.5M	–	584
2016 Q1	$3.5M	Buy	+52,688	New	+$3.26M	0.01%	518

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waddell & Reed Financial's AEP Position: Q1 2021 in Review

Waddell & Reed Financial increased its American Electric Power (AEP) stake by 1.4% in Q1 2021, buying an estimated $14.7K and bringing the position to 13,485 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Waddell & Reed Financial first reported a position in AEP in Q1 2016 and has held it in 6 quarters since. The position peaked at $3.5M in Q1 2016. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

Waddell & Reed Financial held 13,485 shares of American Electric Power worth $1.14M as of Q1 2021.
Waddell & Reed Financial bought 182 American Electric Power shares in Q1 2021, an estimated $14.7K.
American Electric Power made up ﹤0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #467 holding.
Waddell & Reed Financial first reported a position in American Electric Power in Q1 2016 and has held it in 6 quarters since.
Waddell & Reed Financial's American Electric Power position peaked at $3.5M in Q1 2016.
1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.