HEIP
Hudson Edge Investment Partners’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Buy |
61,153
+1,360
| +2% | +$141K | 1.09% | 33 |
|
|
2025
Q1 | $6.53M | Sell |
59,793
-1,085
| -2% | -$119K | 1.33% | 22 |
|
|
2024
Q4 | $5.61M | Buy |
60,878
+1,070
| +2% | +$98.7K | 1.04% | 39 |
|
|
2024
Q3 | $6.14M | Sell |
59,808
-9,590
| -14% | -$984K | 1.14% | 31 |
|
|
2024
Q2 | $6.09M | Sell |
69,398
-3,385
| -5% | -$297K | 1.18% | 19 |
|
|
2024
Q1 | $6.27M | Buy |
72,783
+6,016
| +9% | +$518K | 1.22% | 26 |
|
|
2023
Q4 | $5.42M | Sell |
66,767
-1,653
| -2% | -$134K | 1.26% | 35 |
|
|
2023
Q3 | $5.15M | Buy |
68,420
+1,593
| +2% | +$120K | 1.68% | 32 |
|
|
2023
Q2 | $5.63M | Buy |
66,827
+2,250
| +3% | +$189K | 1.79% | 26 |
|
|
2023
Q1 | $5.88M | Buy |
64,577
+18,921
| +41% | +$1.72M | 1.83% | 11 |
|
|
2022
Q4 | $4.34M | Buy |
45,656
+300
| +0.7% | +$28.5K | 1.48% | 40 |
|
|
2022
Q3 | $3.92M | Buy |
+45,356
| New | +$3.92M | 1.46% | 33 |
|
|
2017
Q2 | – | Sell |
-220,740
| Closed | -$14.8M | – | 158 |
|
|
2017
Q1 | $14.8M | Sell |
220,740
-760
| -0.3% | -$51K | 1.97% | 24 |
|
|
2016
Q4 | $13.9M | Buy |
221,500
+25,935
| +13% | +$1.63M | 1.9% | 29 |
|
|
2016
Q3 | $12.6M | Sell |
195,565
-8,099
| -4% | -$520K | 1.88% | 28 |
|
|
2016
Q2 | $14.3M | Sell |
203,664
-37,345
| -15% | -$2.62M | 2.13% | 12 |
|
|
2016
Q1 | $16M | Sell |
241,009
-25,318
| -10% | -$1.68M | 1.58% | 19 |
|
|
2015
Q4 | $15.5M | Sell |
266,327
-309,276
| -54% | -$18M | 1.5% | 32 |
|
|
2015
Q3 | $32.7M | Sell |
575,603
-79,302
| -12% | -$4.51M | 1.76% | 29 |
|
|
2015
Q2 | $34.7M | Sell |
654,905
-12,783
| -2% | -$677K | 1.46% | 41 |
|
|
2015
Q1 | $37.6M | Sell |
667,688
-173,930
| -21% | -$9.78M | 1.55% | 42 |
|
|
2014
Q4 | $51.1M | Sell |
841,618
-11,449
| -1% | -$695K | 1.85% | 25 |
|
|
2014
Q3 | $44.5M | Sell |
853,067
-21,481
| -2% | -$1.12M | 1.64% | 35 |
|
|
2014
Q2 | $48.8M | Sell |
874,548
-111,010
| -11% | -$6.19M | 1.73% | 30 |
|
|
2014
Q1 | $49.9M | Sell |
985,558
-9,150
| -0.9% | -$464K | 1.89% | 21 |
|
|
2013
Q4 | $46.5M | Buy |
994,708
+61,755
| +7% | +$2.89M | 1.79% | 26 |
|
|
2013
Q3 | $40.4M | Sell |
932,953
-98,830
| -10% | -$4.28M | 1.68% | 28 |
|
|
2013
Q2 | $46.2M | Buy |
+1,031,783
| New | +$46.2M | 1.83% | 26 |
|