Ellsworth Advisors’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
$6.33M Sell
2025
Q2
$5.67M Buy
2025
Q1
$5.9M Buy
2024
Q4
$4.87M Buy
2023
Q3
Sell
2023
Q2
$492K Buy
2023
Q1
$497K Buy
2022
Q4
$375K Buy
2022
Q3
$259K Buy