Mendel Money 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 | $689K | Buy |
6,638
+50
| +0.8% | +$5.19K | 0.31% | 79 |
|
2025
Q1 | $720K | Buy |
6,588
+88
| +1% | +$9.62K | 0.34% | 76 |
|
2024
Q4 | $599K | Buy |
6,500
+60
| +0.9% | +$5.53K | 0.27% | 83 |
|
2024
Q3 | $661K | Buy |
6,440
+59
| +0.9% | +$6.05K | 0.29% | 81 |
|
2024
Q2 | $560K | Buy |
6,381
+24
| +0.4% | +$2.11K | 0.26% | 82 |
|
2024
Q1 | $547K | Buy |
6,357
+465
| +8% | +$40K | 0.25% | 83 |
|
2023
Q4 | $479K | Buy |
5,892
+520
| +10% | +$42.2K | 0.23% | 83 |
|
2023
Q3 | $404K | Buy |
5,372
+498
| +10% | +$37.5K | 0.22% | 91 |
|
2023
Q2 | $410K | Buy |
4,874
+630
| +15% | +$53K | 0.21% | 89 |
|
2023
Q1 | $386K | Buy |
4,244
+336
| +9% | +$30.6K | 0.21% | 92 |
|
2022
Q4 | $371K | Buy |
3,908
+410
| +12% | +$38.9K | 0.21% | 89 |
|
2022
Q3 | $302K | Buy |
+3,498
| New | +$302K | 0.19% | 93 |
|
2022
Q2 | – | Sell |
-2,758
| Closed | -$275K | – | 114 |
|
2022
Q1 | $275K | Buy |
+2,758
| New | +$275K | 0.13% | 112 |
|