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American Electric Power Company shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of American Electric Power Company (AEP) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in American Electric Power Company

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All positions including American Electric Power Company held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Electric Power Company by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $767k 8.3k 92.24
2024-09-30 $854k 8.3k 102.60
2024-06-30 $118k 1.3k 87.76
2024-03-31 $114k 1.3k 86.07
2023-12-31 $105k 1.3k 81.24
2023-09-30 $101k 1.3k 75.25
2023-06-30 $133k 1.6k 84.20
2023-03-31 $118k 1.3k 90.97
2022-12-31 $124k 1.3k 94.95
2022-09-30 $101k 1.2k 86.62
2022-06-30 $110k 1.1k 95.99
2022-03-31 $111k 1.1k 99.55
2021-12-31 $93k 1.0k 89.34
2021-09-30 $81k 995 81.41
2021-06-30 $95k 1.1k 84.67
2021-03-31 $86k 1.0k 84.81
2020-12-31 $84k 1.0k 83.58
2020-09-30 $81k 996 81.33
2020-06-30 $110k 1.4k 79.94
2020-03-31 $78k 980 79.59
2019-12-31 $92k 973 94.55
2019-09-30 $87k 931 93.45
2019-06-30 $81k 924 87.66
2019-03-31 $77k 918 83.88
2018-12-31 $68k 910 74.73
2018-09-30 $66k 928 71.12
2018-06-30 $62k 895 69.27
2018-03-31 $61k 886 68.85
2017-12-31 $65k 878 74.03
2017-09-30 $61k 871 70.03
2017-06-30 $60k 864 69.44
2017-03-31 $53k 849 62.43
2016-12-31 $53k 849 62.43
2016-09-30 $54k 841 64.21
2016-06-30 $70k 992 70.56
2016-03-31 $65k 984 66.06
2015-09-30 $55k 966 56.94
2015-06-30 $62k 1.2k 52.63
2015-03-31 $66k 1.2k 56.46
2014-12-31 $62k 1.0k 61.14
2014-09-30 $53k 1.0k 52.63
2014-06-30 $13k 229 56.77

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Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding American Electric Power Company

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
GQG Partners
Geode Capital Management
Morgan Stanley
Dodge & Cox
Invesco
Royal Bank of Canada
Lazard Asset Management
Bank of America Corporation
Massachusetts Financial Services
Northern Trust
Ameriprise Financial

View all funds holding American Electric Power Company