Donaldson Capital 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 | $592K | Sell |
5,708
-400
| -7% | -$41.5K | 0.02% | 163 |
|
|
2025
Q1 | $667K | Buy |
6,108
+600
| +11% | +$65.6K | 0.03% | 154 |
|
|
2024
Q4 | $508K | Sell |
5,508
-222
| -4% | -$20.5K | 0.02% | 169 |
|
|
2024
Q3 | $588K | Buy |
5,730
+22
| +0.4% | +$2.26K | 0.02% | 159 |
|
|
2024
Q2 | $501K | Sell |
5,708
-650
| -10% | -$57K | 0.02% | 157 |
|
|
2024
Q1 | $547K | Sell |
6,358
-948
| -13% | -$81.6K | 0.02% | 151 |
|
|
2023
Q4 | $593K | Sell |
7,306
-758
| -9% | -$61.6K | 0.03% | 153 |
|
|
2023
Q3 | $607K | Sell |
8,064
-341
| -4% | -$25.7K | 0.03% | 150 |
|
|
2023
Q2 | $708K | Hold |
8,405
| – | – | 0.03% | 139 |
|
|
2023
Q1 | $765K | Sell |
8,405
-306
| -4% | -$27.8K | 0.04% | 134 |
|
|
2022
Q4 | $827K | Hold |
8,711
| – | – | 0.04% | 127 |
|
|
2022
Q3 | $753K | Sell |
8,711
-83
| -0.9% | -$7.18K | 0.04% | 128 |
|
|
2022
Q2 | $844K | Hold |
8,794
| – | – | 0.04% | 126 |
|
|
2022
Q1 | $877K | Buy |
8,794
+475
| +6% | +$47.4K | 0.04% | 137 |
|
|
2021
Q4 | $740K | Buy |
8,319
+477
| +6% | +$42.4K | 0.03% | 153 |
|
|
2021
Q3 | $637K | Buy |
7,842
+30
| +0.4% | +$2.44K | 0.03% | 149 |
|
|
2021
Q2 | $661K | Sell |
7,812
-197
| -2% | -$16.7K | 0.03% | 144 |
|
|
2021
Q1 | $678K | Buy |
8,009
+1,647
| +26% | +$139K | 0.04% | 135 |
|
|
2020
Q4 | $530K | Buy |
6,362
+800
| +14% | +$66.6K | 0.03% | 156 |
|
|
2020
Q3 | $455K | Buy |
5,562
+32
| +0.6% | +$2.62K | 0.03% | 160 |
|
|
2020
Q2 | $440K | Hold |
5,530
| – | – | 0.03% | 140 |
|
|
2020
Q1 | $442K | Sell |
5,530
-750
| -12% | -$59.9K | 0.04% | 122 |
|
|
2019
Q4 | $594K | Buy |
6,280
+747
| +14% | +$70.7K | 0.04% | 117 |
|
|
2019
Q3 | $518K | Buy |
5,533
+734
| +15% | +$68.7K | 0.04% | 121 |
|
|
2019
Q2 | $422K | Buy |
+4,799
| New | +$422K | 0.04% | 114 |
|