AE Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
164,119
-22,928
| -12% | -$2.38M | 0.12% | 182 |
|
|
2025
Q1 | $20.4M | Buy |
187,047
+28,619
| +18% | +$3.13M | 0.17% | 146 |
|
|
2024
Q4 | $14.6M | Buy |
158,428
+10,599
| +7% | +$978K | 0.12% | 183 |
|
|
2024
Q3 | $15.2M | Sell |
147,829
-5,136
| -3% | -$527K | 0.14% | 167 |
|
|
2024
Q2 | $13.4M | Buy |
152,965
+7,250
| +5% | +$636K | 0.13% | 184 |
|
|
2024
Q1 | $12.5M | Sell |
145,715
-62,076
| -30% | -$5.34M | 0.14% | 195 |
|
|
2023
Q4 | $16.2M | Buy |
207,791
+1,096
| +0.5% | +$85.3K | 0.08% | 281 |
|
|
2023
Q3 | $15.5M | Sell |
206,695
-12,356
| -6% | -$929K | 0.09% | 248 |
|
|
2023
Q2 | $18.4M | Sell |
219,051
-42,112
| -16% | -$3.55M | 0.11% | 212 |
|
|
2023
Q1 | $23.8M | Buy |
261,163
+41,023
| +19% | +$3.73M | 0.15% | 151 |
|
|
2022
Q4 | $20.9M | Buy |
220,140
+42,575
| +24% | +$4.04M | 0.15% | 164 |
|
|
2022
Q3 | $15.4M | Buy |
177,565
+23,197
| +15% | +$2.01M | 0.12% | 179 |
|
|
2022
Q2 | $14.8M | Buy |
154,368
+34,395
| +29% | +$3.3M | 0.12% | 189 |
|
|
2022
Q1 | $12M | Buy |
119,973
+9,173
| +8% | +$915K | 0.08% | 248 |
|
|
2021
Q4 | $9.86M | Buy |
110,800
+15,940
| +17% | +$1.42M | 0.07% | 265 |
|
|
2021
Q3 | $7.7M | Buy |
94,860
+7,968
| +9% | +$647K | 0.06% | 283 |
|
|
2021
Q2 | $7.35M | Buy |
86,892
+14,045
| +19% | +$1.19M | 0.06% | 277 |
|
|
2021
Q1 | $6.17M | Buy |
72,847
+11,872
| +19% | +$1.01M | 0.06% | 279 |
|
|
2020
Q4 | $5.08M | Buy |
60,975
+3,775
| +7% | +$314K | 0.06% | 270 |
|
|
2020
Q3 | $4.68M | Buy |
57,200
+4,426
| +8% | +$362K | 0.07% | 246 |
|
|
2020
Q2 | $4.2M | Buy |
52,774
+11,273
| +27% | +$898K | 0.07% | 253 |
|
|
2020
Q1 | $3.32M | Buy |
41,501
+495
| +1% | +$39.6K | 0.08% | 223 |
|
|
2019
Q4 | $3.88M | Buy |
41,006
+11,790
| +40% | +$1.11M | 0.08% | 220 |
|
|
2019
Q3 | $2.74M | Buy |
29,216
+3,306
| +13% | +$310K | 0.08% | 217 |
|
|
2019
Q2 | $2.28M | Buy |
25,910
+9,660
| +59% | +$850K | 0.07% | 214 |
|
|
2019
Q1 | $1.36M | Buy |
16,250
+3,807
| +31% | +$319K | 0.09% | 173 |
|
|
2018
Q4 | $930K | Sell |
12,443
-11,045
| -47% | -$826K | 0.16% | 153 |
|
|
2018
Q3 | $1.67M | Buy |
23,488
+12,882
| +121% | +$913K | 0.09% | 155 |
|
|
2018
Q2 | $734K | Buy |
10,606
+2,074
| +24% | +$144K | 0.05% | 211 |
|
|
2018
Q1 | $585K | Buy |
8,532
+1,307
| +18% | +$89.6K | 0.05% | 235 |
|
|
2017
Q4 | $532K | Buy |
7,225
+322
| +5% | +$23.7K | 0.05% | 237 |
|
|
2017
Q3 | $485K | Sell |
6,903
-598
| -8% | -$42K | 0.05% | 236 |
|
|
2017
Q2 | $521K | Buy |
7,501
+278
| +4% | +$19.3K | 0.06% | 226 |
|
|
2017
Q1 | $485K | Buy |
7,223
+2,711
| +60% | +$182K | 0.09% | 175 |
|
|
2016
Q4 | $284K | Buy |
+4,512
| New | +$284K | 0.12% | 155 |
|