Evergreen 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 | $947K | Buy |
9,123
+341
| +4% | +$35.4K | 0.03% | 375 |
|
|
2025
Q1 | $960K | Buy |
8,782
+303
| +4% | +$33.1K | 0.03% | 340 |
|
|
2024
Q4 | $782K | Buy |
8,479
+835
| +11% | +$77K | 0.03% | 388 |
|
|
2024
Q3 | $784K | Sell |
7,644
-51
| -0.7% | -$5.23K | 0.03% | 373 |
|
|
2024
Q2 | $675K | Buy |
7,695
+133
| +2% | +$11.7K | 0.02% | 390 |
|
|
2024
Q1 | $651K | Buy |
7,562
+676
| +10% | +$58.2K | 0.02% | 375 |
|
|
2023
Q4 | $559K | Buy |
+6,886
| New | +$559K | 0.02% | 397 |
|
|
2022
Q2 | – | Sell |
-2,463
| Closed | -$246K | – | 566 |
|
|
2022
Q1 | $246K | Buy |
+2,463
| New | +$246K | 0.01% | 542 |
|