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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return