AR
Advisory Research’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
113,717
+15,508
| +16% | +$1.61M | 1.81% | 18 |
|
|
2025
Q1 | $10.7M | Sell |
98,209
-7,995
| -8% | -$874K | 1.89% | 17 |
|
|
2024
Q4 | $9.8M | Sell |
106,204
-868
| -0.8% | -$80.1K | 1.63% | 20 |
|
|
2024
Q3 | $11M | Buy |
107,072
+18,838
| +21% | +$1.93M | 1.95% | 17 |
|
|
2024
Q2 | $7.74M | Buy |
+88,234
| New | +$7.74M | 1.46% | 25 |
|
|
2023
Q3 | – | Sell |
-2,996
| Closed | -$252K | – | 426 |
|
|
2023
Q2 | $252K | Buy |
+2,996
| New | +$252K | 0.03% | 410 |
|
|
2014
Q2 | – | Sell |
-1,370
| Closed | -$69K | – | 332 |
|
|
2014
Q1 | $69K | Buy |
+1,370
| New | +$69K | ﹤0.01% | 543 |
|