Ferguson Wellman 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 | $58.1M | Buy |
559,775
+55,110
| +11% | +$5.72M | 1.02% | 32 |
|
|
2025
Q1 | $55.1M | Buy |
504,665
+16,858
| +3% | +$1.84M | 1.07% | 29 |
|
|
2024
Q4 | $45M | Buy |
487,807
+7,692
| +2% | +$709K | 0.86% | 33 |
|
|
2024
Q3 | $49.3M | Buy |
480,115
+6,684
| +1% | +$686K | 0.95% | 32 |
|
|
2024
Q2 | $41.5M | Sell |
473,431
-1,212
| -0.3% | -$106K | 0.84% | 34 |
|
|
2024
Q1 | $40.9M | Buy |
474,643
+394,370
| +491% | +$34M | 0.83% | 39 |
|
|
2023
Q4 | $6.52M | Sell |
80,273
-166,520
| -67% | -$13.5M | 0.15% | 84 |
|
|
2023
Q3 | $18.6M | Buy |
246,793
+1,418
| +0.6% | +$107K | 0.45% | 64 |
|
|
2023
Q2 | $20.7M | Buy |
245,375
+3,645
| +2% | +$307K | 0.49% | 60 |
|
|
2023
Q1 | $22M | Buy |
241,730
+142,175
| +143% | +$12.9M | 0.55% | 58 |
|
|
2022
Q4 | $9.45M | Buy |
99,555
+90,675
| +1,021% | +$8.61M | 0.25% | 76 |
|
|
2022
Q3 | $768K | Buy |
8,880
+27
| +0.3% | +$2.34K | 0.03% | 179 |
|
|
2022
Q2 | $849K | Sell |
8,853
-16
| -0.2% | -$1.53K | 0.03% | 183 |
|
|
2022
Q1 | $885K | Sell |
8,869
-134
| -1% | -$13.4K | 0.03% | 189 |
|
|
2021
Q4 | $801K | Buy |
9,003
+125
| +1% | +$11.1K | 0.02% | 203 |
|
|
2021
Q3 | $721K | Hold |
8,878
| – | – | 0.02% | 211 |
|
|
2021
Q2 | $751K | Hold |
8,878
| – | – | 0.02% | 204 |
|
|
2021
Q1 | $752K | Buy |
8,878
+25
| +0.3% | +$2.12K | 0.03% | 202 |
|
|
2020
Q4 | $737K | Hold |
8,853
| – | – | 0.02% | 245 |
|
|
2020
Q3 | $724K | Sell |
8,853
-231
| -3% | -$18.9K | 0.02% | 233 |
|
|
2020
Q2 | $723K | Buy |
+9,084
| New | +$723K | 0.02% | 225 |
|