Capital Analysts LLC’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 | $14.2M | Buy |
136,529
+6,097
| +5% | +$633K | 0.47% | 47 |
|
|
2025
Q1 | $14.3M | Buy |
130,432
+5,075
| +4% | +$555K | 0.53% | 38 |
|
|
2024
Q4 | $11.6M | Buy |
125,357
+4,229
| +3% | +$390K | 0.46% | 45 |
|
|
2024
Q3 | $12.4M | Buy |
121,128
+834
| +0.7% | +$85.6K | 0.51% | 42 |
|
|
2024
Q2 | $10.6M | Buy |
120,294
+3,561
| +3% | +$312K | 0.47% | 50 |
|
|
2024
Q1 | $10.1M | Buy |
116,733
+25,732
| +28% | +$2.22M | 0.47% | 49 |
|
|
2023
Q4 | $7.39M | Buy |
91,001
+1,987
| +2% | +$161K | 0.37% | 63 |
|
|
2023
Q3 | $6.7M | Buy |
89,014
+9,026
| +11% | +$679K | 0.37% | 61 |
|
|
2023
Q2 | $6.74M | Buy |
79,988
+5,392
| +7% | +$454K | 0.37% | 65 |
|
|
2023
Q1 | $6.79M | Buy |
74,596
+3,587
| +5% | +$326K | 0.39% | 60 |
|
|
2022
Q4 | $6.74M | Buy |
71,009
+3,173
| +5% | +$301K | 0.41% | 52 |
|
|
2022
Q3 | $5.86M | Buy |
67,836
+4,012
| +6% | +$347K | 0.4% | 56 |
|
|
2022
Q2 | $6.12M | Buy |
63,824
+1,983
| +3% | +$190K | 0.43% | 50 |
|
|
2022
Q1 | $6.17M | Buy |
61,841
+3,547
| +6% | +$354K | 0.39% | 55 |
|
|
2021
Q4 | $5.19M | Buy |
58,294
+4,954
| +9% | +$441K | 0.31% | 68 |
|
|
2021
Q3 | $4.33M | Buy |
53,340
+1,847
| +4% | +$150K | 0.28% | 76 |
|
|
2021
Q2 | $4.36M | Buy |
51,493
+3,263
| +7% | +$276K | 0.29% | 74 |
|
|
2021
Q1 | $4.09M | Buy |
48,230
+1,375
| +3% | +$116K | 0.28% | 79 |
|
|
2020
Q4 | $3.9M | Buy |
46,855
+1,657
| +4% | +$138K | 0.34% | 63 |
|
|
2020
Q3 | $3.69M | Buy |
45,198
+153
| +0.3% | +$12.5K | 0.35% | 59 |
|
|
2020
Q2 | $3.59M | Sell |
45,045
-1,591
| -3% | -$127K | 0.38% | 63 |
|
|
2020
Q1 | $3.73M | Buy |
46,636
+490
| +1% | +$39.2K | 0.46% | 49 |
|
|
2019
Q4 | $4.36M | Sell |
46,146
-175
| -0.4% | -$16.5K | 0.43% | 55 |
|
|
2019
Q3 | $4.34M | Buy |
46,321
+290
| +0.6% | +$27.2K | 0.46% | 47 |
|
|
2019
Q2 | $4.05M | Sell |
46,031
-2,965
| -6% | -$261K | 0.44% | 54 |
|
|
2019
Q1 | $4.1M | Sell |
48,996
-1,236
| -2% | -$104K | 0.47% | 48 |
|
|
2018
Q4 | $3.75M | Buy |
+50,232
| New | +$3.75M | 0.49% | 43 |
|
|
2016
Q3 | – | Sell |
-53,812
| Closed | -$3.77M | – | 386 |
|
|
2016
Q2 | $3.77M | Sell |
53,812
-736
| -1% | -$51.6K | 0.76% | 26 |
|
|
2016
Q1 | $3.62M | Sell |
54,548
-12,163
| -18% | -$808K | 0.73% | 24 |
|
|
2015
Q4 | $3.89M | Sell |
66,711
-65,907
| -50% | -$3.84M | 0.79% | 23 |
|
|
2015
Q3 | $7.54M | Buy |
132,618
+67,137
| +103% | +$3.82M | 1.44% | 15 |
|
|
2015
Q2 | $3.47M | Buy |
65,481
+1,238
| +2% | +$65.6K | 0.71% | 23 |
|
|
2015
Q1 | $3.61M | Buy |
64,243
+1,454
| +2% | +$81.8K | 0.75% | 24 |
|
|
2014
Q4 | $3.81M | Buy |
62,789
+2,029
| +3% | +$123K | 0.84% | 21 |
|
|
2014
Q3 | $3.17M | Buy |
+60,760
| New | +$3.17M | 0.74% | 24 |
|