Donaldson Capital Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $672K | Buy |
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|
2025
Q2 | $592K | Sell |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $708K | Hold |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $827K | Hold |
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|
2022
Q3 | $753K | Sell |
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|
2022
Q2 | $844K | Hold |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $740K | Buy |
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|
2021
Q3 | $637K | Buy |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $678K | Buy |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $455K | Buy |
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|
2020
Q2 | $440K | Hold |
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|
2020
Q1 | $442K | Sell |
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|
2019
Q4 | $594K | Buy |
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|
2019
Q3 | $518K | Buy |
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|
2019
Q2 | $422K | Buy |
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