Cerity Partners’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 | $12M | Buy |
115,813
+12,336
| +12% | +$1.28M | 0.02% | 474 |
|
|
2025
Q1 | $11.3M | Buy |
103,477
+7,876
| +8% | +$861K | 0.02% | 454 |
|
|
2024
Q4 | $9M | Buy |
95,601
+4,497
| +5% | +$423K | 0.02% | 517 |
|
|
2024
Q3 | $9.35M | Buy |
91,104
+17,438
| +24% | +$1.79M | 0.02% | 501 |
|
|
2024
Q2 | $6.46M | Sell |
73,666
-85,867
| -54% | -$7.53M | 0.02% | 531 |
|
|
2024
Q1 | $13.7M | Buy |
159,533
+119,087
| +294% | +$10.3M | 0.04% | 377 |
|
|
2023
Q4 | $3.28M | Buy |
40,446
+10,842
| +37% | +$881K | 0.01% | 634 |
|
|
2023
Q3 | $2.23M | Sell |
29,604
-8,190
| -22% | -$616K | 0.01% | 556 |
|
|
2023
Q2 | $3.18M | Buy |
37,794
+7,879
| +26% | +$663K | 0.01% | 608 |
|
|
2023
Q1 | $5.38M | Buy |
29,915
+13,072
| +78% | +$2.35M | 0.01% | 478 |
|
|
2022
Q4 | $1.6M | Buy |
16,843
+1,305
| +8% | +$124K | 0.01% | 570 |
|
|
2022
Q3 | $1.34M | Sell |
15,538
-1,197
| -7% | -$103K | 0.02% | 445 |
|
|
2022
Q2 | $1.61M | Buy |
16,735
+3,621
| +28% | +$347K | 0.02% | 446 |
|
|
2022
Q1 | $1.31M | Sell |
13,114
-733
| -5% | -$73.2K | 0.02% | 397 |
|
|
2021
Q4 | $1.23M | Buy |
13,847
+3,388
| +32% | +$302K | 0.02% | 401 |
|
|
2021
Q3 | $849K | Sell |
10,459
-1,592
| -13% | -$129K | 0.02% | 382 |
|
|
2021
Q2 | $1.02M | Buy |
12,051
+1,562
| +15% | +$132K | 0.02% | 361 |
|
|
2021
Q1 | $888K | Buy |
10,489
+1,347
| +15% | +$114K | 0.02% | 361 |
|
|
2020
Q4 | $761K | Buy |
9,142
+919
| +11% | +$76.5K | 0.02% | 342 |
|
|
2020
Q3 | $672K | Buy |
+8,223
| New | +$672K | 0.03% | 288 |
|
|
2020
Q2 | – | Sell |
-3,183
| Closed | -$255K | – | 457 |
|
|
2020
Q1 | $255K | Sell |
3,183
-697
| -18% | -$55.8K | 0.02% | 372 |
|
|
2019
Q4 | $367K | Buy |
3,880
+691
| +22% | +$65.4K | 0.02% | 390 |
|
|
2019
Q3 | $299K | Sell |
3,189
-1,126
| -26% | -$106K | 0.02% | 391 |
|
|
2019
Q2 | $380K | Buy |
+4,315
| New | +$380K | 0.02% | 358 |
|