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Hartford Financial Management’s American Electric Power AEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Hold
2,000
0.06% 127
2025
Q1
$219K Hold
2,000
0.05% 153
2024
Q4
$184K Sell
2,000
-800
-29% -$73.8K 0.04% 154
2024
Q3
$287K Hold
2,800
0.06% 147
2024
Q2
$246K Hold
2,800
0.05% 148
2024
Q1
$241K Sell
2,800
-12,000
-81% -$1.03M 0.05% 150
2023
Q4
$1.2M Sell
14,800
-4
-0% -$325 0.27% 104
2023
Q3
$1.11M Sell
14,804
-700
-5% -$52.7K 0.28% 104
2023
Q2
$1.31M Buy
15,504
+4
+0% +$337 0.32% 94
2023
Q1
$1.41M Hold
15,500
0.36% 90
2022
Q4
$1.47M Hold
15,500
0.39% 88
2022
Q3
$1.34M Hold
15,500
0.39% 86
2022
Q2
$1.49M Hold
15,500
0.41% 82
2022
Q1
$1.55M Hold
15,500
0.37% 90
2021
Q4
$1.38M Buy
15,500
+11,921
+333% +$1.06M 0.32% 98
2021
Q3
$291K Buy
3,579
+79
+2% +$6.42K 0.07% 137
2021
Q2
$296K Hold
3,500
0.07% 138
2021
Q1
$296K Hold
3,500
0.07% 136
2020
Q4
$291K Hold
3,500
0.08% 135
2020
Q3
$286K Hold
3,500
0.08% 131
2020
Q2
$279K Hold
3,500
0.09% 132
2020
Q1
$280K Hold
3,500
0.11% 123
2019
Q4
$331K Hold
3,500
0.1% 127
2019
Q3
$328K Sell
3,500
-2,266
-39% -$212K 0.11% 126
2019
Q2
$507K Sell
5,766
-500
-8% -$44K 0.17% 118
2019
Q1
$525K Hold
6,266
0.18% 113
2018
Q4
$468K Sell
6,266
-394
-6% -$29.4K 0.18% 115
2018
Q3
$472K Hold
6,660
0.16% 119
2018
Q2
$461K Buy
6,660
+300
+5% +$20.8K 0.16% 120
2018
Q1
$436K Buy
6,360
+1,500
+31% +$103K 0.22% 87
2017
Q4
$357K Sell
4,860
-500
-9% -$36.7K 0.18% 95
2017
Q3
$376K Hold
5,360
0.19% 92
2017
Q2
$372K Hold
5,360
0.17% 101
2017
Q1
$359K Hold
5,360
0.22% 87
2016
Q4
$337K Buy
5,360
+3,000
+127% +$189K 0.2% 92
2016
Q3
$151K Hold
2,360
0.09% 128
2016
Q2
$165K Hold
2,360
0.1% 121
2016
Q1
$156K Hold
2,360
0.1% 119
2015
Q4
$137K Sell
2,360
-500
-17% -$29K 0.09% 127
2015
Q3
$162K Hold
2,860
0.11% 110
2015
Q2
$151K Buy
+2,860
New +$151K 0.09% 121
2015
Q1
Sell
-2,860
Closed -$173K 112
2014
Q4
$173K Hold
2,860
0.11% 107
2014
Q3
$149K Hold
2,860
0.09% 120
2014
Q2
$159K Sell
2,860
-5,000
-64% -$278K 0.1% 112
2014
Q1
$398K Sell
7,860
-600
-7% -$30.4K 0.26% 85
2013
Q4
$395K Buy
8,460
+5,500
+186% +$257K 0.26% 87
2013
Q3
$128K Buy
2,960
+600
+25% +$25.9K 0.09% 119
2013
Q2
$106K Buy
+2,360
New +$106K 0.07% 129