Evercore Wealth 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
Q1 | – | Sell |
-3,918
| Closed | -$361K | – | 417 |
|
|
2024
Q4 | $361K | Buy |
3,918
+46
| +1% | +$4.45K | 0.01% | 320 |
|
|
2024
Q3 | $397K | Sell |
3,872
-473
| -11% | -$46.2K | 0.01% | 303 |
|
|
2024
Q2 | $381K | Buy |
4,345
+13
| +0.3% | +$1.14K | 0.01% | 309 |
|
|
2024
Q1 | $373K | Sell |
4,332
-141
| -3% | -$11.5K | 0.01% | 315 |
|
|
2023
Q4 | $363K | Hold |
4,473
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $336K | Sell |
4,473
-311
| -7% | -$25.3K | 0.01% | 305 |
|
|
2023
Q2 | $403K | Sell |
4,784
-796
| -14% | -$70.3K | 0.01% | 297 |
|
|
2023
Q1 | $508K | Buy |
5,580
+92
| +2% | +$8.42K | 0.01% | 273 |
|
|
2022
Q4 | $521K | Sell |
5,488
-1,946
| -26% | -$177K | 0.01% | 263 |
|
|
2022
Q3 | $643K | Hold |
7,434
| – | – | 0.01% | 235 |
|
|
2022
Q2 | $713K | Sell |
7,434
-11
| -0.1% | -$1.09K | 0.02% | 235 |
|
|
2022
Q1 | $743K | Sell |
7,445
-25
| -0.3% | -$2.28K | 0.01% | 253 |
|
|
2021
Q4 | $665K | Hold |
7,470
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $606K | Hold |
7,470
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $632K | Sell |
7,470
-166
| -2% | -$14.3K | 0.01% | 269 |
|
|
2021
Q1 | $646K | Sell |
7,636
-881
| -10% | -$71K | 0.01% | 263 |
|
|
2020
Q4 | $709K | Sell |
8,517
-2,636
| -24% | -$229K | 0.02% | 247 |
|
|
2020
Q3 | $912K | Buy |
11,153
+2,754
| +33% | +$227K | 0.02% | 204 |
|
|
2020
Q2 | $669K | Sell |
8,399
-250
| -3% | -$20.4K | 0.02% | 236 |
|
|
2020
Q1 | $692K | Sell |
8,649
-1,944
| -18% | -$184K | 0.02% | 206 |
|
|
2019
Q4 | $1M | Sell |
10,593
-401
| -4% | -$37K | 0.03% | 201 |
|
|
2019
Q3 | $1.03M | Sell |
10,994
-3,739
| -25% | -$340K | 0.03% | 200 |
|
|
2019
Q2 | $1.3M | Buy |
14,733
+2,776
| +23% | +$239K | 0.04% | 178 |
|
|
2019
Q1 | $1M | Buy |
11,957
+177
| +2% | +$14.1K | 0.03% | 199 |
|
|
2018
Q4 | $881K | Sell |
11,780
-1,677
| -12% | -$126K | 0.03% | 190 |
|
|
2018
Q3 | $954K | Sell |
13,457
-3,150
| -19% | -$224K | 0.03% | 205 |
|
|
2018
Q2 | $1.15M | Sell |
16,607
-1,502
| -8% | -$101K | 0.04% | 183 |
|
|
2018
Q1 | $1.24M | Sell |
18,109
-1,735
| -9% | -$117K | 0.05% | 167 |
|
|
2017
Q4 | $1.46M | Sell |
19,844
-2,000
| -9% | -$149K | 0.05% | 163 |
|
|
2017
Q3 | $1.53M | Buy |
21,844
+45
| +0.2% | +$3.21K | 0.06% | 154 |
|
|
2017
Q2 | $1.51M | Sell |
21,799
-2,084
| -9% | -$145K | 0.06% | 157 |
|
|
2017
Q1 | $1.6M | Sell |
23,883
-2,272
| -9% | -$147K | 0.06% | 155 |
|
|
2016
Q4 | $1.65M | Sell |
26,155
-2,726
| -9% | -$168K | 0.07% | 145 |
|
|
2016
Q3 | $1.85M | Buy |
28,881
+17,503
| +154% | +$1.18M | 0.08% | 134 |
|
|
2016
Q2 | $798K | Buy |
11,378
+457
| +4% | +$29.9K | 0.04% | 194 |
|
|
2016
Q1 | $725K | Buy |
10,921
+1,163
| +12% | +$71.9K | 0.03% | 202 |
|
|
2015
Q4 | $568K | Buy |
9,758
+635
| +7% | +$36K | 0.03% | 236 |
|
|
2015
Q3 | $518K | Sell |
9,123
-433
| -5% | -$24K | 0.02% | 249 |
|
|
2015
Q2 | $505K | Sell |
9,556
-762
| -7% | -$42.2K | 0.02% | 271 |
|
|
2015
Q1 | $583K | Buy |
10,318
+2,060
| +25% | +$122K | 0.03% | 251 |
|
|
2014
Q4 | $501K | Sell |
8,258
-524
| -6% | -$30K | 0.03% | 234 |
|
|
2014
Q3 | $460K | Hold |
8,782
| – | – | 0.02% | 270 |
|
|
2014
Q2 | $490K | Buy |
8,782
+507
| +6% | +$26.7K | 0.03% | 269 |
|
|
2014
Q1 | $418K | Buy |
8,275
+4,500
| +119% | +$219K | 0.02% | 280 |
|
|
2013
Q4 | $176K | Sell |
3,775
-2,497
| -40% | -$115K | 0.01% | 382 |
|
|
2013
Q3 | $272K | Buy |
6,272
+276
| +5% | +$12.3K | 0.02% | 367 |
|
|
2013
Q2 | $269K | Buy |
+5,996
| New | +$288K | 0.02% | 363 |
|
Other funds holding AEP
