Cresset Asset Management’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 | $999K | Buy |
9,625
+1,442
| +18% | +$150K | ﹤0.01% | 776 |
|
|
2025
Q1 | $894K | Sell |
8,183
-1,357
| -14% | -$148K | ﹤0.01% | 813 |
|
|
2024
Q4 | $880K | Sell |
9,540
-29,136
| -75% | -$2.69M | ﹤0.01% | 820 |
|
|
2024
Q3 | $3.97M | Buy |
38,676
+2,437
| +7% | +$250K | 0.02% | 499 |
|
|
2024
Q2 | $3.18M | Buy |
36,239
+2,043
| +6% | +$179K | 0.01% | 528 |
|
|
2024
Q1 | $2.94M | Buy |
34,196
+3,464
| +11% | +$298K | 0.01% | 489 |
|
|
2023
Q4 | $2.5M | Sell |
30,732
-1,173
| -4% | -$95.3K | 0.01% | 482 |
|
|
2023
Q3 | $2.4M | Sell |
31,905
-2,578
| -7% | -$194K | 0.01% | 459 |
|
|
2023
Q2 | $2.9M | Buy |
34,483
+18,290
| +113% | +$1.54M | ﹤0.01% | 415 |
|
|
2023
Q1 | $1.47M | Sell |
16,193
-2,008
| -11% | -$183K | 0.03% | 270 |
|
|
2022
Q4 | $1.64M | Buy |
18,201
+7,074
| +64% | +$636K | 0.02% | 230 |
|
|
2022
Q3 | $963K | Sell |
11,127
-5,202
| -32% | -$450K | 0.01% | 365 |
|
|
2022
Q2 | $1.57M | Sell |
16,329
-2,278
| -12% | -$219K | 0.02% | 269 |
|
|
2022
Q1 | $1.86M | Sell |
18,607
-1,061
| -5% | -$106K | 0.02% | 257 |
|
|
2021
Q4 | $1.75M | Sell |
19,668
-116
| -0.6% | -$10.3K | 0.02% | 322 |
|
|
2021
Q3 | $1.61M | Buy |
19,784
+689
| +4% | +$55.9K | 0.02% | 270 |
|
|
2021
Q2 | $1.62M | Sell |
19,095
-120
| -0.6% | -$10.1K | 0.02% | 244 |
|
|
2021
Q1 | $1.63M | Buy |
19,215
+960
| +5% | +$81.3K | 0.03% | 202 |
|
|
2020
Q4 | $1.52M | Sell |
18,255
-1,160
| -6% | -$96.6K | 0.02% | 186 |
|
|
2020
Q3 | $1.59M | Buy |
19,415
+1,331
| +7% | +$109K | 0.03% | 180 |
|
|
2020
Q2 | $1.44M | Buy |
18,084
+12,446
| +221% | +$991K | 0.03% | 183 |
|
|
2020
Q1 | $451K | Buy |
5,638
+2,250
| +66% | +$180K | 0.01% | 307 |
|
|
2019
Q4 | $320K | Buy |
3,388
+545
| +19% | +$51.5K | 0.01% | 406 |
|
|
2019
Q3 | $266K | Sell |
2,843
-77
| -3% | -$7.2K | 0.01% | 420 |
|
|
2019
Q2 | $257K | Sell |
2,920
-217
| -7% | -$19.1K | 0.01% | 368 |
|
|
2019
Q1 | $263K | Buy |
3,137
+2,380
| +314% | +$200K | 0.01% | 301 |
|
|
2018
Q4 | $57K | Buy |
+757
| New | +$57K | ﹤0.01% | 449 |
|