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American Electric Power Company shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of American Electric Power Company (AEP) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in American Electric Power Company

Tip: Access up to 7 years of quarterly data

All positions including American Electric Power Company held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Electric Power Company by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $319k 3.9k 81.22
2023-09-30 $291k 3.9k 75.22
2023-06-30 $325k 3.9k 84.20
2023-03-31 $353k 3.9k 90.99
2022-12-31 $334k 3.5k 94.95

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
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Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding American Electric Power Company

Vanguard Group
Wellington Management Company
Lazard Asset Management
Royal Bank of Canada
Bank of America Corporation
Massachusetts Financial Services
Franklin Resources
Legal & General Group
UBS Group
Alliancebernstein
Federated Investors
Wells Fargo & Company
Allspring Global Investments Holdings
Neuberger Berman Group
Bank of New York Mellon

View all funds holding American Electric Power Company