Fiduciary Group’s American Electric Power AEP Stock Holding History

Fiduciary Group’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$233K	Sell	2,249 -140	-6%	-$14.5K	0.02%	268
2025 Q1	$261K	Hold	2,389	–	–	0.03%	244
2024 Q4	$220K	Sell	2,389 -10	-0.4%	-$922	0.02%	257
2024 Q3	$246K	Buy	2,399 +10	+0.4%	+$1.03K	0.02%	251
2024 Q2	$210K	Hold	2,389	–	–	0.02%	267
2024 Q1	$206K	Buy	+2,389	New	+$206K	0.02%	263
2023 Q4	–	Sell	-3,858	Closed	-$290K	–	259
2023 Q3	$290K	Hold	3,858	–	–	0.04%	203
2023 Q2	$325K	Sell	3,858 -101	-3%	-$8.5K	0.04%	194
2023 Q1	$360K	Buy	3,959 +101	+3%	+$9.19K	0.05%	185
2022 Q4	$366K	Hold	3,858	–	–	0.05%	176
2022 Q3	$354K	Hold	3,858	–	–	0.05%	180
2022 Q2	$390K	Hold	3,858	–	–	0.05%	176
2022 Q1	$385K	Hold	3,858	–	–	0.05%	167
2021 Q4	$343K	Sell	3,858 -142	-4%	-$12.6K	0.04%	187
2021 Q3	$338K	Hold	4,000	–	–	0.04%	184
2021 Q2	$355K	Hold	4,000	–	–	0.04%	183
2021 Q1	$355K	Hold	4,000	–	–	0.04%	174
2020 Q4	$316K	Sell	4,000 -7	-0.2%	-$553	0.04%	175
2020 Q3	$327K	Buy	4,007 +7	+0.2%	+$571	0.05%	162
2020 Q2	$319K	Hold	4,000	–	–	0.05%	155
2020 Q1	$320K	Hold	4,000	–	–	0.06%	141
2019 Q4	$378K	Sell	4,000 -582	-13%	-$55K	0.06%	148
2019 Q3	$429K	Hold	4,582	–	–	0.08%	141
2019 Q2	$403K	Hold	4,582	–	–	0.07%	142
2019 Q1	$384K	Buy	4,582 +1,082	+31%	+$90.7K	0.07%	140
2018 Q4	$262K	Hold	3,500	–	–	0.05%	152
2018 Q3	$248K	Sell	3,500 -12	-0.3%	-$850	0.05%	161
2018 Q2	$243K	Buy	3,512 +12	+0.3%	+$830	0.05%	156
2018 Q1	$240K	Hold	3,500	–	–	0.05%	158
2017 Q4	$257K	Hold	3,500	–	–	0.05%	153
2017 Q3	$246K	Hold	3,500	–	–	0.06%	157
2017 Q2	$243K	Hold	3,500	–	–	0.06%	155
2017 Q1	$235K	Hold	3,500	–	–	0.06%	160
2016 Q4	$220K	Sell	3,500 -29	-0.8%	-$1.82K	0.06%	164
2016 Q3	$227K	Hold	3,529	–	–	0.06%	157
2016 Q2	$247K	Hold	3,529	–	–	0.07%	154
2016 Q1	$234K	Buy	3,529 +29	+0.8%	+$1.92K	0.07%	158
2015 Q4	$204K	Buy	+3,500	New	+$204K	0.06%	166