MAI 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 | $4.48M | Buy |
43,196
+337
| +0.8% | +$35K | 0.03% | 347 |
|
|
2025
Q1 | $4.68M | Buy |
42,859
+1,944
| +5% | +$212K | 0.04% | 329 |
|
|
2024
Q4 | $3.77M | Buy |
40,915
+24,950
| +156% | +$2.3M | 0.03% | 366 |
|
|
2024
Q3 | $1.64M | Sell |
15,965
-5,373
| -25% | -$551K | 0.02% | 426 |
|
|
2024
Q2 | $1.87M | Sell |
21,338
-603
| -3% | -$52.9K | 0.02% | 416 |
|
|
2024
Q1 | $1.89M | Buy |
21,941
+6,082
| +38% | +$524K | 0.02% | 403 |
|
|
2023
Q4 | $1.29M | Sell |
15,859
-3,464
| -18% | -$281K | 0.02% | 403 |
|
|
2023
Q3 | $1.45M | Sell |
19,323
-607
| -3% | -$45.7K | 0.02% | 352 |
|
|
2023
Q2 | $1.68M | Sell |
19,930
-4,260
| -18% | -$359K | 0.02% | 326 |
|
|
2023
Q1 | $2.2M | Sell |
24,190
-1,149
| -5% | -$105K | 0.03% | 270 |
|
|
2022
Q4 | $2.41M | Buy |
25,339
+3,371
| +15% | +$320K | 0.04% | 253 |
|
|
2022
Q3 | $1.9M | Buy |
21,968
+687
| +3% | +$59.4K | 0.04% | 261 |
|
|
2022
Q2 | $2.04M | Sell |
21,281
-319
| -1% | -$30.6K | 0.04% | 245 |
|
|
2022
Q1 | $2.16M | Sell |
21,600
-1,002
| -4% | -$100K | 0.04% | 250 |
|
|
2021
Q4 | $2.01M | Buy |
22,602
+2,102
| +10% | +$187K | 0.03% | 275 |
|
|
2021
Q3 | $1.66M | Buy |
20,500
+11,989
| +141% | +$973K | 0.03% | 261 |
|
|
2021
Q2 | $720K | Sell |
8,511
-5,301
| -38% | -$448K | 0.01% | 413 |
|
|
2021
Q1 | $1.17M | Sell |
13,812
-57,173
| -81% | -$4.84M | 0.03% | 303 |
|
|
2020
Q4 | $5.91M | Buy |
70,985
+3,784
| +6% | +$315K | 0.15% | 119 |
|
|
2020
Q3 | $5.49M | Buy |
67,201
+9,417
| +16% | +$770K | 0.16% | 113 |
|
|
2020
Q2 | $4.6M | Buy |
+57,784
| New | +$4.6M | 0.14% | 115 |
|
|
2020
Q1 | – | Sell |
-2,292
| Closed | -$217K | – | 507 |
|
|
2019
Q4 | $217K | Buy |
+2,292
| New | +$217K | 0.01% | 512 |
|