KCM Investment Advisors’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 | $663K | Sell |
6,387
-376
| -6% | -$39K | 0.02% | 245 |
|
|
2025
Q1 | $739K | Buy |
6,763
+16
| +0.2% | +$1.75K | 0.03% | 226 |
|
|
2024
Q4 | $622K | Buy |
6,747
+353
| +6% | +$32.6K | 0.02% | 240 |
|
|
2024
Q3 | $656K | Buy |
6,394
+4
| +0.1% | +$410 | 0.02% | 246 |
|
|
2024
Q2 | $561K | Buy |
6,390
+27
| +0.4% | +$2.37K | 0.02% | 250 |
|
|
2024
Q1 | $548K | Buy |
6,363
+37
| +0.6% | +$3.19K | 0.02% | 252 |
|
|
2023
Q4 | $514K | Buy |
6,326
+4
| +0.1% | +$325 | 0.02% | 250 |
|
|
2023
Q3 | $476K | Sell |
6,322
-196
| -3% | -$14.7K | 0.02% | 254 |
|
|
2023
Q2 | $549K | Sell |
6,518
-2,759
| -30% | -$232K | 0.02% | 251 |
|
|
2023
Q1 | $844K | Sell |
9,277
-551
| -6% | -$50.1K | 0.03% | 224 |
|
|
2022
Q4 | $933K | Buy |
9,828
+3
| +0% | +$285 | 0.04% | 211 |
|
|
2022
Q3 | $849K | Buy |
9,825
+545
| +6% | +$47.1K | 0.04% | 208 |
|
|
2022
Q2 | $890K | Buy |
9,280
+42
| +0.5% | +$4.03K | 0.04% | 213 |
|
|
2022
Q1 | $922K | Buy |
9,238
+674
| +8% | +$67.3K | 0.03% | 224 |
|
|
2021
Q4 | $762K | Buy |
8,564
+573
| +7% | +$51K | 0.03% | 235 |
|
|
2021
Q3 | $649K | Buy |
7,991
+3
| +0% | +$244 | 0.03% | 244 |
|
|
2021
Q2 | $676K | Buy |
7,988
+3
| +0% | +$254 | 0.03% | 233 |
|
|
2021
Q1 | $676K | Buy |
7,985
+355
| +5% | +$30.1K | 0.03% | 227 |
|
|
2020
Q4 | $635K | Buy |
7,630
+1,545
| +25% | +$129K | 0.03% | 217 |
|
|
2020
Q3 | $497K | Sell |
6,085
-40
| -0.7% | -$3.27K | 0.03% | 219 |
|
|
2020
Q2 | $488K | Sell |
6,125
-532
| -8% | -$42.4K | 0.03% | 226 |
|
|
2020
Q1 | $532K | Buy |
6,657
+1,130
| +20% | +$90.3K | 0.04% | 211 |
|
|
2019
Q4 | $522K | Buy |
5,527
+3
| +0.1% | +$283 | 0.03% | 235 |
|
|
2019
Q3 | $518K | Buy |
5,524
+2
| +0% | +$188 | 0.03% | 230 |
|
|
2019
Q2 | $486K | Buy |
5,522
+3
| +0.1% | +$264 | 0.03% | 236 |
|
|
2019
Q1 | $462K | Sell |
5,519
-963
| -15% | -$80.6K | 0.03% | 232 |
|
|
2018
Q4 | $484K | Sell |
6,482
-258
| -4% | -$19.3K | 0.03% | 336 |
|
|
2018
Q3 | $478K | Buy |
6,740
+1,003
| +17% | +$71.1K | 0.03% | 362 |
|
|
2018
Q2 | $397K | Sell |
5,737
-223
| -4% | -$15.4K | 0.02% | 387 |
|
|
2018
Q1 | $409K | Sell |
5,960
-597
| -9% | -$41K | 0.02% | 383 |
|
|
2017
Q4 | $482K | Sell |
6,557
-808
| -11% | -$59.4K | 0.03% | 356 |
|
|
2017
Q3 | $517K | Buy |
7,365
+5
| +0.1% | +$351 | 0.03% | 352 |
|
|
2017
Q2 | $511K | Sell |
7,360
-132
| -2% | -$9.17K | 0.03% | 351 |
|
|
2017
Q1 | $503K | Sell |
7,492
-171
| -2% | -$11.5K | 0.03% | 363 |
|
|
2016
Q4 | $482K | Sell |
7,663
-104
| -1% | -$6.54K | 0.03% | 364 |
|
|
2016
Q3 | $499K | Buy |
7,767
+800
| +11% | +$51.4K | 0.03% | 361 |
|
|
2016
Q2 | $488K | Buy |
6,967
+14
| +0.2% | +$981 | 0.03% | 350 |
|
|
2016
Q1 | $462K | Sell |
6,953
-1,377
| -17% | -$91.5K | 0.03% | 355 |
|
|
2015
Q4 | $485K | Buy |
8,330
+3
| +0% | +$175 | 0.04% | 347 |
|
|
2015
Q3 | $473K | Sell |
8,327
-628
| -7% | -$35.7K | 0.04% | 354 |
|
|
2015
Q2 | $474K | Sell |
8,955
-407
| -4% | -$21.5K | 0.04% | 359 |
|
|
2015
Q1 | $527K | Buy |
9,362
+696
| +8% | +$39.2K | 0.04% | 339 |
|
|
2014
Q4 | $526K | Buy |
8,666
+43
| +0.5% | +$2.61K | 0.04% | 332 |
|
|
2014
Q3 | $450K | Buy |
8,623
+3
| +0% | +$157 | 0.04% | 337 |
|
|
2014
Q2 | $481K | Buy |
8,620
+719
| +9% | +$40.1K | 0.05% | 320 |
|
|
2014
Q1 | $400K | Buy |
7,901
+3
| +0% | +$152 | 0.04% | 324 |
|
|
2013
Q4 | $369K | Buy |
7,898
+929
| +13% | +$43.4K | 0.04% | 331 |
|
|
2013
Q3 | $302K | Buy |
6,969
+404
| +6% | +$17.5K | 0.04% | 351 |
|
|
2013
Q2 | $294K | Buy |
+6,565
| New | +$294K | 0.04% | 358 |
|