Wellington Management Group
AEPPZ

Wellington Management Group’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Wellington Management Group’s Portfolio AEPPZ Stock Details AEPPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-59,455
Closed -$2.94M – 1915
2023
Q2 		$2.94M Hold
59,455
– – ﹤0.01% 1397
2023
Q1 		$2.98M Sell
59,455
-7,401
-11% -$374K ﹤0.01% 1404
2022
Q4 		$3.47M Sell
66,856
-3,000
-4% -$153K ﹤0.01% 1368
2022
Q3 		$3.46M Sell
69,856
-42,623
-38% -$2.33M ﹤0.01% 1382
2022
Q2 		$6.07M Buy
112,479
+20,053
+22% +$1.11M ﹤0.01% 1258
2022
Q1 		$5.16M Buy
92,426
+4,500
+5% +$239K ﹤0.01% 1387
2021
Q4 		$4.62M Buy
87,926
+3,680
+4% +$187K ﹤0.01% 1480
2021
Q3 		$4.19M Buy
84,246
+1,700
+2% +$89K ﹤0.01% 1547
2021
Q2 		$4.23M Hold
82,546
– – ﹤0.01% 1545
2021
Q1 		$4.03M Sell
82,546
-590,440
-88% -$28.5M ﹤0.01% 1472
2020
Q4 		$34.1M Sell
672,986
-7,162
-1% -$369K 0.01% 888
2020
Q3 		$33.3M Buy
+680,148
New +$33.2M 0.01% 810

Wellington Management Group's AEPPZ Position: Q3 2023 in Review

Wellington Management Group sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 59,455 shares — an estimated $2.94M sold.

Wellington Management Group first reported a position in AEPPZ in Q3 2020 and held it in 12 quarters. The position peaked at $34.1M in Q4 2020. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

  • Wellington Management Group reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Wellington Management Group sold 59,455 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $2.94M.
  • Wellington Management Group first reported a position in American Electric Power Company, Inc. Corporate Units in Q3 2020 and held it in 12 quarters.
  • Wellington Management Group's American Electric Power Company, Inc. Corporate Units position peaked at $34.1M in Q4 2020.
  • 0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Wellington Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.