Bogart Wealth LLC’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $433K | Buy |
3,167
+262
| +9% | +$34.5K | 0.01% | 200 |
|
|
2026
Q1 | $381K | Buy |
2,905
+82
| +3% | +$10.3K | 0.01% | 195 |
|
|
2025
Q4 | $326K | Buy |
2,823
+849
| +43% | +$100K | 0.01% | 200 |
|
|
2025
Q3 | $222K | Buy |
1,974
+12
| +0.6% | +$1.31K | 0.01% | 235 |
|
|
2025
Q2 | $204K | Buy |
1,962
+40
| +2% | +$4.16K | 0.01% | 235 |
|
|
2025
Q1 | $210K | Sell |
1,922
-46
| -2% | -$4.66K | 0.01% | 223 |
|
|
2024
Q4 | $181K | Buy |
1,968
+23
| +1% | +$2.23K | 0.01% | 229 |
|
|
2024
Q3 | $200K | Buy |
1,945
+80
| +4% | +$7.81K | 0.01% | 212 |
|
|
2024
Q2 | $164K | Buy |
1,865
+215
| +13% | +$18.8K | 0.01% | 226 |
|
|
2024
Q1 | $142K | Buy |
1,650
+119
| +8% | +$9.67K | 0.01% | 229 |
|
|
2023
Q4 | $124K | Sell |
1,531
-163
| -10% | -$12.7K | 0.01% | 235 |
|
|
2023
Q3 | $127K | Buy |
1,694
+172
| +11% | +$14K | 0.01% | 224 |
|
|
2023
Q2 | $128K | Buy |
1,522
+714
| +88% | +$63.1K | 0.01% | 221 |
|
|
2023
Q1 | $73.5K | Sell |
808
-899
| -53% | -$82.2K | ﹤0.01% | 266 |
|
|
2022
Q4 | $162K | Sell |
1,707
-67
| -4% | -$6.1K | 0.01% | 191 |
|
|
2022
Q3 | $153K | Buy |
1,774
+51
| +3% | +$5.04K | 0.01% | 186 |
|
|
2022
Q2 | $165K | Hold |
1,723
| – | – | 0.01% | 170 |
|
|
2022
Q1 | $172K | Buy |
1,723
+102
| +6% | +$9.32K | 0.01% | 165 |
|
|
2021
Q4 | $144K | Hold |
1,621
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $132K | Sell |
1,621
-72
| -4% | -$6.29K | 0.01% | 171 |
|
|
2021
Q2 | $143K | Buy |
1,693
+16
| +1% | +$1.38K | 0.02% | 162 |
|
|
2021
Q1 | $142K | Hold |
1,677
| – | – | 0.02% | 150 |
|
|
2020
Q4 | $139K | Sell |
1,677
-78
| -4% | -$6.77K | 0.03% | 144 |
|
|
2020
Q3 | $143K | Sell |
1,755
-1,062
| -38% | -$87.5K | 0.03% | 137 |
|
|
2020
Q2 | $224K | Sell |
2,817
-444
| -14% | -$36.2K | 0.05% | 118 |
|
|
2020
Q1 | $261K | Sell |
3,261
-27
| -0.8% | -$2.55K | 0.07% | 109 |
|
|
2019
Q4 | $311K | Hold |
3,288
| – | – | 0.1% | 100 |
|
|
2019
Q3 | $308K | Sell |
3,288
-28,550
| -90% | -$2.59M | 0.15% | 82 |
|
|
2019
Q2 | $2.8M | Buy |
31,838
+2,569
| +9% | +$221K | 1.69% | 7 |
|
|
2019
Q1 | $2.45M | Buy |
29,269
+1,113
| +4% | +$88.5K | 1.18% | 13 |
|
|
2018
Q4 | $2.1M | Buy |
28,156
+872
| +3% | +$65.4K | 1.05% | 13 |
|
|
2018
Q3 | $1.93M | Buy |
27,284
+1,802
| +7% | +$128K | 1.12% | 23 |
|
|
2018
Q2 | $1.76M | Buy |
25,482
+1,333
| +6% | +$89.8K | 1.07% | 23 |
|
|
2018
Q1 | $1.67M | Buy |
24,149
+1,970
| +9% | +$133K | 0.96% | 23 |
|
|
2017
Q4 | $1.63M | Sell |
22,179
-3,609
| -14% | -$270K | 1.05% | 22 |
|
|
2017
Q3 | $1.85M | Sell |
25,788
-240
| -0.9% | -$17.1K | 1.37% | 11 |
|
|
2017
Q2 | $1.81M | Buy |
26,028
+7,169
| +38% | +$498K | 1.16% | 13 |
|
|
2017
Q1 | $1.27M | Buy |
18,859
+1,299
| +7% | +$84.1K | 0.84% | 17 |
|
|
2016
Q4 | $1.11M | Buy |
+17,560
| New | +$1.08M | 0.75% | 20 |
|
Other funds holding AEP
Bogart Wealth LLC's AEP Position: Q2 2026 in Review
Bogart Wealth LLC increased its American Electric Power (AEP) stake by 9% in Q2 2026, buying an estimated $34.5K and bringing the position to 3,167 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #200.
Bogart Wealth LLC first reported a position in AEP in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.8M in Q2 2019. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- Bogart Wealth LLC held 3,167 shares of American Electric Power worth $433K as of Q2 2026.
- Bogart Wealth LLC bought 262 American Electric Power shares in Q2 2026, an estimated $34.5K.
- American Electric Power made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #200 holding.
- Bogart Wealth LLC first reported a position in American Electric Power in Q4 2016 and has held it in 39 quarters since.
- Bogart Wealth LLC's American Electric Power position peaked at $2.8M in Q2 2019.
- 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.