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WealthStone’s American Electric Power AEP Stock Holding History

WealthStone’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 		$230K Buy
+2,716
New +$219K 0.08% 218
2019
Q3 		– Sell
-1,864
Closed -$164K – 61
2019
Q2 		$164K Buy
+1,864
New +$161K 0.07% 113

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

WealthStone's AEP Position: Q1 2021 in Review

WealthStone opened a new position in American Electric Power (AEP) in Q1 2021: 2,716 shares worth $230K. The stake represents 0.08% of the portfolio and ranks #218 among its holdings. This is a return to the name: WealthStone previously reported a position in AEP as recently as Q2 2019.

WealthStone first reported a position in AEP in Q2 2019 and has held it in 2 quarters since. 1,176 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • WealthStone held 2,716 shares of American Electric Power worth $230K as of Q1 2021.
  • American Electric Power was a new WealthStone position in Q1 2021.
  • American Electric Power made up 0.08% of WealthStone's portfolio in Q1 2021, its #218 holding.
  • WealthStone first reported a position in American Electric Power in Q2 2019 and has held it in 2 quarters since.
  • 1,176 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.