Agate Pass Investment 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
$413K Sell
3,985
-3,775
-49% -$392K 0.17% 91
2025
Q1
$848K Buy
7,760
+3,055
+65% +$334K 0.36% 75
2024
Q4
$434K Buy
+4,705
New +$434K 0.2% 90