Cascade Investment Group’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 | $528K | Buy |
5,092
+221
| +5% | +$22.9K | 0.37% | 62 |
|
|
2025
Q1 | $532K | Buy |
4,871
+238
| +5% | +$26K | 0.41% | 56 |
|
|
2024
Q4 | $427K | Buy |
4,633
+2,357
| +104% | +$217K | 0.31% | 73 |
|
|
2024
Q3 | $234K | Buy |
+2,276
| New | +$234K | 0.17% | 122 |
|
|
2024
Q1 | – | Sell |
-2,501
| Closed | -$203K | – | 143 |
|
|
2023
Q4 | $203K | Buy |
+2,501
| New | +$203K | 0.16% | 131 |
|
|
2023
Q3 | – | Sell |
-2,651
| Closed | -$223K | – | 123 |
|
|
2023
Q2 | $223K | Hold |
2,651
| – | – | 0.2% | 110 |
|
|
2023
Q1 | $241K | Hold |
2,651
| – | – | 0.24% | 103 |
|
|
2022
Q4 | $252K | Buy |
+2,651
| New | +$252K | 0.26% | 99 |
|