DC Investments 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 | $1.89M | Hold |
18,232
| – | – | 0.79% | 32 |
|
2025
Q1 | $1.99M | Buy |
18,232
+10,127
| +125% | +$1.11M | 1.02% | 28 |
|
2024
Q4 | $748K | Buy |
+8,105
| New | +$748K | 0.49% | 45 |
|
2020
Q3 | – | Sell |
-4,169
| Closed | -$332K | – | 81 |
|
2020
Q2 | $332K | Sell |
4,169
-2,655
| -39% | -$211K | 0.12% | 156 |
|
2020
Q1 | $546K | Buy |
6,824
+636
| +10% | +$50.9K | 0.44% | 55 |
|
2019
Q4 | $585K | Sell |
6,188
-378
| -6% | -$35.7K | 0.45% | 60 |
|
2019
Q3 | $615K | Sell |
6,566
-605
| -8% | -$56.7K | 0.36% | 47 |
|
2019
Q2 | $631K | Sell |
7,171
-1,103
| -13% | -$97.1K | 0.35% | 59 |
|
2019
Q1 | $693K | Hold |
8,274
| – | – | 0.44% | 53 |
|
2018
Q4 | $618K | Buy |
8,274
+740
| +10% | +$55.3K | 0.5% | 45 |
|
2018
Q3 | $534K | Sell |
7,534
-114
| -1% | -$8.08K | 0.36% | 131 |
|
2018
Q2 | $530K | Sell |
7,648
-6,719
| -47% | -$466K | 0.34% | 166 |
|
2018
Q1 | $985K | Hold |
14,367
| – | – | 0.66% | 42 |
|
2017
Q4 | $1.06M | Buy |
+14,367
| New | +$1.06M | 0.44% | 36 |
|