Heathbridge 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 | $23.1M | Sell |
222,350
-3,050
| -1% | -$316K | 9.27% | 1 |
|
|
2025
Q1 | $24.6M | Sell |
225,400
-5,350
| -2% | -$585K | 10% | 1 |
|
|
2024
Q4 | $21.3M | Sell |
230,750
-1,750
| -0.8% | -$161K | 8.47% | 1 |
|
|
2024
Q3 | $23.9M | Sell |
232,500
-1,550
| -0.7% | -$159K | 9.06% | 2 |
|
|
2024
Q2 | $20.5M | Buy |
234,050
+62,800
| +37% | +$5.51M | 8.7% | 2 |
|
|
2024
Q1 | $14.7M | Sell |
171,250
-5,600
| -3% | -$482K | 5.7% | 7 |
|
|
2023
Q4 | $14.4M | Buy |
176,850
+300
| +0.2% | +$24.4K | 6.16% | 7 |
|
|
2023
Q3 | $13.3M | Buy |
176,550
+50,450
| +40% | +$3.79M | 6.08% | 6 |
|
|
2023
Q2 | $10.6M | Buy |
126,100
+123,000
| +3,968% | +$10.4M | 4.62% | 10 |
|
|
2023
Q1 | $282K | Buy |
+3,100
| New | +$282K | 0.12% | 24 |
|