Creative Planning’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 | $31.4M | Buy |
302,475
+4,434
| +1% | +$460K | 0.03% | 242 |
|
|
2025
Q1 | $32.6M | Buy |
298,041
+11,324
| +4% | +$1.24M | 0.03% | 228 |
|
|
2024
Q4 | $26.4M | Buy |
286,717
+9,076
| +3% | +$837K | 0.03% | 241 |
|
|
2024
Q3 | $28.5M | Buy |
277,641
+56
| +0% | +$5.75K | 0.03% | 218 |
|
|
2024
Q2 | $24.4M | Buy |
277,585
+1,213
| +0.4% | +$106K | 0.03% | 231 |
|
|
2024
Q1 | $23.8M | Buy |
276,372
+6,474
| +2% | +$557K | 0.03% | 228 |
|
|
2023
Q4 | $21.9M | Sell |
269,898
-72,212
| -21% | -$5.87M | 0.04% | 228 |
|
|
2023
Q3 | $25.7M | Buy |
342,110
+146,778
| +75% | +$11M | 0.03% | 207 |
|
|
2023
Q2 | $16.4M | Sell |
195,332
-434
| -0.2% | -$36.5K | 0.02% | 254 |
|
|
2023
Q1 | $17.8M | Sell |
195,766
-3,379
| -2% | -$307K | 0.03% | 237 |
|
|
2022
Q4 | $18.9M | Buy |
199,145
+15,289
| +8% | +$1.45M | 0.03% | 224 |
|
|
2022
Q3 | $15.9M | Sell |
183,856
-7,556
| -4% | -$653K | 0.03% | 219 |
|
|
2022
Q2 | $18.4M | Buy |
191,412
+7,002
| +4% | +$672K | 0.03% | 208 |
|
|
2022
Q1 | $18.4M | Buy |
184,410
+88,228
| +92% | +$8.8M | 0.03% | 215 |
|
|
2021
Q4 | $8.56M | Sell |
96,182
-621
| -0.6% | -$55.2K | 0.01% | 316 |
|
|
2021
Q3 | $7.86M | Sell |
96,803
-1,816
| -2% | -$147K | 0.01% | 309 |
|
|
2021
Q2 | $8.34M | Sell |
98,619
-3,383
| -3% | -$286K | 0.01% | 296 |
|
|
2021
Q1 | $8.64M | Buy |
102,002
+13,504
| +15% | +$1.14M | 0.02% | 298 |
|
|
2020
Q4 | $7.37M | Sell |
88,498
-4,544
| -5% | -$378K | 0.02% | 303 |
|
|
2020
Q3 | $7.6M | Buy |
93,042
+2,770
| +3% | +$226K | 0.02% | 248 |
|
|
2020
Q2 | $7.19M | Buy |
90,272
+276
| +0.3% | +$22K | 0.02% | 229 |
|
|
2020
Q1 | $7.2M | Sell |
89,996
-3,187
| -3% | -$255K | 0.03% | 208 |
|
|
2019
Q4 | $8.81M | Buy |
93,183
+3,063
| +3% | +$289K | 0.03% | 213 |
|
|
2019
Q3 | $8.44M | Buy |
90,120
+6,602
| +8% | +$619K | 0.03% | 207 |
|
|
2019
Q2 | $7.35M | Sell |
83,518
-3,023
| -3% | -$266K | 0.02% | 229 |
|
|
2019
Q1 | $7.25M | Buy |
86,541
+10,844
| +14% | +$908K | 0.03% | 214 |
|
|
2018
Q4 | $5.66M | Sell |
75,697
-2,942
| -4% | -$220K | 0.02% | 224 |
|
|
2018
Q3 | $5.57M | Buy |
78,639
+2,099
| +3% | +$149K | 0.02% | 247 |
|
|
2018
Q2 | $5.3M | Sell |
76,540
-334
| -0.4% | -$23.1K | 0.02% | 242 |
|
|
2018
Q1 | $5.27M | Sell |
76,874
-534
| -0.7% | -$36.6K | 0.02% | 235 |
|
|
2017
Q4 | $5.7M | Buy |
77,408
+9,231
| +14% | +$679K | 0.02% | 219 |
|
|
2017
Q3 | $4.79M | Buy |
68,177
+3,270
| +5% | +$230K | 0.02% | 247 |
|
|
2017
Q2 | $4.51M | Sell |
64,907
-308
| -0.5% | -$21.4K | 0.02% | 238 |
|
|
2017
Q1 | $4.38M | Buy |
65,215
+3,319
| +5% | +$223K | 0.02% | 229 |
|
|
2016
Q4 | $3.9M | Buy |
61,896
+1,345
| +2% | +$84.7K | 0.02% | 251 |
|
|
2016
Q3 | $3.89M | Buy |
60,551
+3,890
| +7% | +$250K | 0.02% | 235 |
|
|
2016
Q2 | $3.97M | Buy |
56,661
+13,493
| +31% | +$946K | 0.03% | 199 |
|
|
2016
Q1 | $2.87M | Sell |
43,168
-109
| -0.3% | -$7.24K | 0.02% | 245 |
|
|
2015
Q4 | $2.52M | Sell |
43,277
-6,123
| -12% | -$357K | 0.02% | 264 |
|
|
2015
Q3 | $2.81M | Sell |
49,400
-1,187
| -2% | -$67.5K | 0.02% | 236 |
|
|
2015
Q2 | $2.68M | Sell |
50,587
-3,148
| -6% | -$167K | 0.02% | 238 |
|
|
2015
Q1 | $3.02M | Buy |
53,735
+7,081
| +15% | +$398K | 0.03% | 210 |
|
|
2014
Q4 | $2.83M | Buy |
46,654
+2,674
| +6% | +$162K | 0.03% | 204 |
|
|
2014
Q3 | $2.3M | Buy |
43,980
+18,139
| +70% | +$947K | 0.03% | 217 |
|
|
2014
Q2 | $1.44M | Buy |
25,841
+6,077
| +31% | +$339K | 0.02% | 294 |
|
|
2014
Q1 | $1M | Buy |
19,764
+4,599
| +30% | +$233K | 0.02% | 369 |
|
|
2013
Q4 | $709K | Buy |
15,165
+502
| +3% | +$23.5K | 0.01% | 408 |
|
|
2013
Q3 | $636K | Buy |
14,663
+781
| +6% | +$33.9K | 0.01% | 375 |
|
|
2013
Q2 | $622K | Buy |
+13,882
| New | +$622K | 0.01% | 347 |
|