Wagner Wealth Management (South Carolina)’s American Electric Power AEP Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q3	–	Sell	-14	Closed	-$1K	–	678
2022 Q2	$1K	Buy	+14	New	+$1.39K	﹤0.01%	644
2021 Q4	–	Sell	-30	Closed	-$3K	–	675
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	572
2021 Q2	$3K	Buy	+30	New	+$2.58K	﹤0.01%	607
2018 Q3	$71K	Buy	+999	New	+$71.1K	0.05%	224
2018 Q2	–	Sell	-28	Closed	-$2K	–	670
2018 Q1	$2K	Buy	+28	New	+$1.89K	﹤0.01%	465

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AEP Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of American Electric Power (AEP) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in AEP in Q1 2018 and held it in 5 quarters. The position peaked at $71K in Q3 2018. 1,337 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining American Electric Power position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 14 American Electric Power shares in Q3 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in American Electric Power in Q1 2018 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s American Electric Power position peaked at $71K in Q3 2018.
1,337 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.