Edgemoor Investment Advisors’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 | $12.8M | Sell |
123,004
-3,853
| -3% | -$400K | 1.1% | 25 |
|
|
2025
Q1 | $13.9M | Sell |
126,857
-2,016
| -2% | -$220K | 1.27% | 22 |
|
|
2024
Q4 | $11.9M | Buy |
128,873
+2,266
| +2% | +$209K | 1.05% | 24 |
|
|
2024
Q3 | $13M | Sell |
126,607
-685
| -0.5% | -$70.3K | 1.13% | 22 |
|
|
2024
Q2 | $11.2M | Buy |
127,292
+1,912
| +2% | +$168K | 1.04% | 23 |
|
|
2024
Q1 | $10.8M | Buy |
125,380
+6,268
| +5% | +$540K | 1.02% | 26 |
|
|
2023
Q4 | $9.67M | Sell |
119,112
-715
| -0.6% | -$58.1K | 1.01% | 26 |
|
|
2023
Q3 | $9.01M | Buy |
119,827
+3,017
| +3% | +$227K | 1.07% | 24 |
|
|
2023
Q2 | $9.84M | Sell |
116,810
-593
| -0.5% | -$49.9K | 1.11% | 24 |
|
|
2023
Q1 | $10.7M | Buy |
117,403
+2,167
| +2% | +$197K | 1.3% | 23 |
|
|
2022
Q4 | $10.9M | Buy |
115,236
+358
| +0.3% | +$34K | 1.37% | 22 |
|
|
2022
Q3 | $9.93M | Sell |
114,878
-282
| -0.2% | -$24.4K | 1.32% | 21 |
|
|
2022
Q2 | $11M | Sell |
115,160
-442
| -0.4% | -$42.4K | 1.39% | 22 |
|
|
2022
Q1 | $11.5M | Buy |
115,602
+1,815
| +2% | +$181K | 1.22% | 25 |
|
|
2021
Q4 | $10.1M | Buy |
113,787
+14,825
| +15% | +$1.32M | 1.04% | 32 |
|
|
2021
Q3 | $8.03M | Sell |
98,962
-9,721
| -9% | -$789K | 0.91% | 35 |
|
|
2021
Q2 | $9.19M | Sell |
108,683
-904
| -0.8% | -$76.5K | 0.86% | 40 |
|
|
2021
Q1 | $9.28M | Sell |
109,587
-1,764
| -2% | -$149K | 0.93% | 40 |
|
|
2020
Q4 | $9.27M | Sell |
111,351
-543
| -0.5% | -$45.2K | 1.04% | 37 |
|
|
2020
Q3 | $9.15M | Sell |
111,894
-1,072
| -0.9% | -$87.6K | 1.13% | 33 |
|
|
2020
Q2 | $9M | Sell |
112,966
-1,004
| -0.9% | -$80K | 1.21% | 33 |
|
|
2020
Q1 | $9.12M | Sell |
113,970
-1,892
| -2% | -$151K | 1.49% | 23 |
|
|
2019
Q4 | $11M | Sell |
115,862
-1,818
| -2% | -$172K | 1.25% | 30 |
|
|
2019
Q3 | $11M | Sell |
117,680
-1,140
| -1% | -$107K | 1.36% | 28 |
|
|
2019
Q2 | $10.5M | Sell |
118,820
-2,546
| -2% | -$224K | 1.32% | 30 |
|
|
2019
Q1 | $10.2M | Sell |
121,366
-1,035
| -0.8% | -$86.7K | 1.34% | 27 |
|
|
2018
Q4 | $9.15M | Sell |
122,401
-1,574
| -1% | -$118K | 1.37% | 28 |
|
|
2018
Q3 | $8.79M | Sell |
123,975
-795
| -0.6% | -$56.3K | 1.09% | 34 |
|
|
2018
Q2 | $8.64M | Sell |
124,770
-1,579
| -1% | -$109K | 1.16% | 31 |
|
|
2018
Q1 | $8.67M | Sell |
126,349
-2,727
| -2% | -$187K | 1.15% | 35 |
|
|
2017
Q4 | $8.71M | Buy |
129,076
+700
| +0.5% | +$47.3K | 1.1% | 34 |
|
|
2017
Q3 | $9.02M | Sell |
128,376
-1,327
| -1% | -$93.2K | 1.22% | 32 |
|
|
2017
Q2 | $9.01M | Sell |
129,703
-1,389
| -1% | -$96.5K | 1.23% | 32 |
|
|
2017
Q1 | $8.8M | Buy |
131,092
+4,330
| +3% | +$291K | 1.25% | 34 |
|
|
2016
Q4 | $7.98M | Buy |
126,762
+258
| +0.2% | +$16.2K | 1.21% | 33 |
|
|
2016
Q3 | $8.12M | Sell |
126,504
-3,681
| -3% | -$236K | 1.25% | 32 |
|
|
2016
Q2 | $9.13M | Sell |
130,185
-918
| -0.7% | -$64.3K | 1.44% | 22 |
|
|
2016
Q1 | $8.7M | Sell |
131,103
-3,401
| -3% | -$226K | 1.36% | 25 |
|
|
2015
Q4 | $7.84M | Buy |
134,504
+9,372
| +7% | +$546K | 1.18% | 32 |
|
|
2015
Q3 | $7.12M | Buy |
125,132
+1,017
| +0.8% | +$57.8K | 1.08% | 36 |
|
|
2015
Q2 | $6.57M | Buy |
124,115
+26,550
| +27% | +$1.41M | 0.96% | 38 |
|
|
2015
Q1 | $5.49M | Sell |
97,565
-460
| -0.5% | -$25.9K | 0.78% | 44 |
|
|
2014
Q4 | $5.95M | Sell |
98,025
-1,189
| -1% | -$72.2K | 0.87% | 45 |
|
|
2014
Q3 | $5.18M | Buy |
99,214
+17,525
| +21% | +$915K | 0.76% | 52 |
|
|
2014
Q2 | $4.56M | Sell |
81,689
-360
| -0.4% | -$20.1K | 0.67% | 53 |
|
|
2014
Q1 | $4.16M | Buy |
82,049
+25,040
| +44% | +$1.27M | 0.66% | 53 |
|
|
2013
Q4 | $2.67M | Buy |
57,009
+20,870
| +58% | +$976K | 0.42% | 64 |
|
|
2013
Q3 | $1.57M | Buy |
36,139
+1,100
| +3% | +$47.7K | 0.27% | 72 |
|
|
2013
Q2 | $1.57M | Buy |
+35,039
| New | +$1.57M | 0.28% | 78 |
|