Beese Fulmer 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 | $1.73M | Buy |
16,656
+872
| +6% | +$90.5K | 0.13% | 113 |
|
|
2025
Q1 | $1.72M | Sell |
15,784
-132
| -0.8% | -$14.4K | 0.15% | 97 |
|
|
2024
Q4 | $1.47M | Sell |
15,916
-13
| -0.1% | -$1.2K | 0.13% | 102 |
|
|
2024
Q3 | $1.63M | Buy |
15,929
+34
| +0.2% | +$3.49K | 0.14% | 96 |
|
|
2024
Q2 | $1.39M | Sell |
15,895
-35,349
| -69% | -$3.1M | 0.13% | 102 |
|
|
2024
Q1 | $4.41M | Buy |
51,244
+8,629
| +20% | +$743K | 0.42% | 61 |
|
|
2023
Q4 | $3.46M | Sell |
42,615
-3,557
| -8% | -$289K | 0.36% | 61 |
|
|
2023
Q3 | $3.47M | Buy |
46,172
+1,707
| +4% | +$128K | 0.39% | 64 |
|
|
2023
Q2 | $3.74M | Buy |
44,465
+3,764
| +9% | +$317K | 0.41% | 64 |
|
|
2023
Q1 | $3.7M | Buy |
40,701
+5,116
| +14% | +$466K | 0.42% | 64 |
|
|
2022
Q4 | $3.38M | Buy |
35,585
+4,789
| +16% | +$455K | 0.41% | 67 |
|
|
2022
Q3 | $2.66M | Buy |
30,796
+1,444
| +5% | +$125K | 0.36% | 73 |
|
|
2022
Q2 | $2.82M | Buy |
29,352
+426
| +1% | +$40.9K | 0.36% | 71 |
|
|
2022
Q1 | $2.89M | Sell |
28,926
-1,006
| -3% | -$100K | 0.31% | 78 |
|
|
2021
Q4 | $2.66M | Buy |
29,932
+6,830
| +30% | +$608K | 0.28% | 84 |
|
|
2021
Q3 | $1.88M | Buy |
23,102
+6,165
| +36% | +$500K | 0.21% | 93 |
|
|
2021
Q2 | $1.43M | Hold |
16,937
| – | – | 0.16% | 106 |
|
|
2021
Q1 | $1.44M | Buy |
16,937
+642
| +4% | +$54.4K | 0.17% | 106 |
|
|
2020
Q4 | $1.36M | Sell |
16,295
-819
| -5% | -$68.2K | 0.17% | 102 |
|
|
2020
Q3 | $1.4M | Buy |
17,114
+260
| +2% | +$21.3K | 0.2% | 97 |
|
|
2020
Q2 | $1.34M | Sell |
16,854
-1,459
| -8% | -$116K | 0.2% | 95 |
|
|
2020
Q1 | $1.47M | Sell |
18,313
-348
| -2% | -$27.8K | 0.26% | 86 |
|
|
2019
Q4 | $1.76M | Buy |
18,661
+100
| +0.5% | +$9.45K | 0.25% | 96 |
|
|
2019
Q3 | $1.74M | Buy |
18,561
+2,785
| +18% | +$261K | 0.26% | 94 |
|
|
2019
Q2 | $1.39M | Sell |
15,776
-100
| -0.6% | -$8.8K | 0.26% | 83 |
|
|
2019
Q1 | $1.33M | Hold |
15,876
| – | – | 0.26% | 84 |
|
|
2018
Q4 | $1.19M | Sell |
15,876
-800
| -5% | -$59.8K | 0.27% | 84 |
|
|
2018
Q3 | $1.18M | Buy |
16,676
+2,032
| +14% | +$144K | 0.23% | 91 |
|
|
2018
Q2 | $1.01M | Hold |
14,644
| – | – | 0.21% | 93 |
|
|
2018
Q1 | $1M | Sell |
14,644
-500
| -3% | -$34.3K | 0.22% | 93 |
|
|
2017
Q4 | $1.11M | Sell |
15,144
-750
| -5% | -$55.2K | 0.24% | 91 |
|
|
2017
Q3 | $1.12M | Buy |
15,894
+459
| +3% | +$32.2K | 0.25% | 88 |
|
|
2017
Q2 | $1.07M | Sell |
15,435
-399
| -3% | -$27.7K | 0.26% | 87 |
|
|
2017
Q1 | $1.06M | Sell |
15,834
-1
| -0% | -$67 | 0.26% | 84 |
|
|
2016
Q4 | $997K | Hold |
15,835
| – | – | 0.26% | 86 |
|
|
2016
Q3 | $1.02M | Sell |
15,835
-500
| -3% | -$32.1K | 0.27% | 81 |
|
|
2016
Q2 | $1.15M | Hold |
16,335
| – | – | 0.33% | 73 |
|
|
2016
Q1 | $1.08M | Hold |
16,335
| – | – | 0.31% | 77 |
|
|
2015
Q4 | $952K | Hold |
16,335
| – | – | 0.29% | 80 |
|
|
2015
Q3 | $929K | Hold |
16,335
| – | – | 0.31% | 78 |
|
|
2015
Q2 | $865K | Sell |
16,335
-700
| -4% | -$37.1K | 0.28% | 80 |
|
|
2015
Q1 | $958K | Sell |
17,035
-200
| -1% | -$11.2K | 0.32% | 74 |
|
|
2014
Q4 | $1.05M | Sell |
17,235
-300
| -2% | -$18.2K | 0.33% | 77 |
|
|
2014
Q3 | $916K | Sell |
17,535
-100
| -0.6% | -$5.22K | 0.3% | 85 |
|
|
2014
Q2 | $984K | Hold |
17,635
| – | – | 0.32% | 81 |
|
|
2014
Q1 | $893K | Buy |
17,635
+548
| +3% | +$27.8K | 0.31% | 81 |
|
|
2013
Q4 | $799K | Buy |
17,087
+1,013
| +6% | +$47.4K | 0.28% | 85 |
|
|
2013
Q3 | $697K | Buy |
16,074
+250
| +2% | +$10.8K | 0.27% | 86 |
|
|
2013
Q2 | $709K | Buy |
+15,824
| New | +$709K | 0.3% | 78 |
|