Fulcrum Asset 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 | $447K | Buy |
+4,310
| New | +$447K | 0.34% | 64 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 9 |
|
|
2022
Q1 | – | Hold |
0
| – | -$647K | – | 77 |
|
|
2021
Q4 | – | Hold |
0
| – | -$647K | – | 105 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 106 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1.05M | – | 157 |
|
|
2021
Q1 | – | Hold |
0
| – | -$2.97M | – | 39 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 26 |
|
|
2020
Q3 | – | Sell |
-34,902
| Closed | -$2.97M | – | 127 |
|
|
2020
Q2 | $2.97M | Buy |
+34,902
| New | +$2.97M | 1% | 26 |
|