Gallagher Fiduciary Advisors’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
2026 Q1	$267K	Buy	2,038 +9	+0.4%	+$1.13K	0.01%	282
2025 Q4	$234K	Buy	2,029 +32	+2%	+$3.78K	0.01%	300
2025 Q3	$225K	Sell	1,997 -2	-0.1%	-$219	0.01%	287
2025 Q2	$207K	Sell	1,999 -8,527	-81%	-$887K	0.01%	299
2025 Q1	$1.15M	Buy	10,526 +173	+2%	+$17.5K	0.04%	79
2024 Q4	$955K	Buy	10,353 +1,358	+15%	+$131K	0.19%	63
2024 Q3	$923K	Sell	8,995 -1,278	-12%	-$125K	0.19%	59
2024 Q2	$901K	Buy	10,273 +381	+4%	+$33.3K	0.2%	56
2024 Q1	$852K	Buy	9,892 +28	+0.3%	+$2.28K	0.03%	66
2023 Q4	$801K	Buy	9,864 +256	+3%	+$19.9K	0.03%	67
2023 Q3	$723K	Buy	9,608 +295	+3%	+$24K	0.06%	65
2023 Q2	$785K	Sell	9,313 -14	-0.2%	-$1.24K	0.06%	77
2023 Q1	$849K	Buy	+9,327	New	+$853K	0.07%	77