Wipfli Financial Advisors’s American Electric Power AEP Stock Holding History

Wipfli Financial Advisors’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	$542K	Buy	+6,267	New	+$620K	0.04%	209

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

Wipfli Financial Advisors's AEP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in American Electric Power (AEP) in Q3 2022: 6,267 shares worth $542K. The stake represents 0.04% of the portfolio and ranks #209 among its holdings.

1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

Wipfli Financial Advisors held 6,267 shares of American Electric Power worth $542K as of Q3 2022.
American Electric Power was a new Wipfli Financial Advisors position in Q3 2022.
American Electric Power made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #209 holding.
1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.