Mercer Global 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 | $15.2M | Sell |
146,903
-28,393
| -16% | -$2.95M | 0.03% | 281 |
|
|
2025
Q1 | $19.2M | Buy |
175,296
+24,997
| +17% | +$2.73M | 0.04% | 230 |
|
|
2024
Q4 | $13.9M | Buy |
+150,299
| New | +$13.9M | 0.03% | 289 |
|
|
2024
Q1 | – | Sell |
-80,311
| Closed | -$6.52M | – | 1956 |
|
|
2023
Q4 | $6.52M | Buy |
80,311
+11,051
| +16% | +$898K | 0.02% | 398 |
|
|
2023
Q3 | $5.21M | Sell |
69,260
-3,161
| -4% | -$238K | 0.02% | 424 |
|
|
2023
Q2 | $6.1M | Sell |
72,421
-3,892
| -5% | -$328K | 0.02% | 404 |
|
|
2023
Q1 | $6.94M | Sell |
76,313
-1,075
| -1% | -$97.8K | 0.03% | 353 |
|
|
2022
Q4 | $7.35M | Buy |
77,388
+10,316
| +15% | +$980K | 0.04% | 340 |
|
|
2022
Q3 | $5.8M | Buy |
67,072
+38,352
| +134% | +$3.32M | 0.03% | 342 |
|
|
2022
Q2 | $2.76M | Buy |
28,720
+513
| +2% | +$49.2K | 0.02% | 530 |
|
|
2022
Q1 | $2.81M | Buy |
28,207
+3,970
| +16% | +$396K | 0.02% | 546 |
|
|
2021
Q4 | $2.16M | Buy |
24,237
+554
| +2% | +$49.3K | 0.01% | 601 |
|
|
2021
Q3 | $1.92M | Buy |
23,683
+477
| +2% | +$38.7K | 0.01% | 631 |
|
|
2021
Q2 | $1.96M | Buy |
23,206
+3,371
| +17% | +$285K | 0.02% | 576 |
|
|
2021
Q1 | $1.68M | Sell |
19,835
-541
| -3% | -$45.8K | 0.02% | 586 |
|
|
2020
Q4 | $1.7M | Sell |
20,376
-5,290
| -21% | -$441K | 0.02% | 466 |
|
|
2020
Q3 | $2.1M | Sell |
25,666
-2,082
| -8% | -$170K | 0.03% | 371 |
|
|
2020
Q2 | $2.21M | Sell |
27,748
-4,739
| -15% | -$377K | 0.04% | 312 |
|
|
2020
Q1 | $2.6M | Sell |
32,487
-1,489
| -4% | -$119K | 0.06% | 263 |
|
|
2019
Q4 | $3.21M | Buy |
33,976
+688
| +2% | +$65K | 0.06% | 242 |
|
|
2019
Q3 | $3.12M | Buy |
33,288
+3,513
| +12% | +$329K | 0.07% | 215 |
|
|
2019
Q2 | $2.62M | Sell |
29,775
-4,852
| -14% | -$427K | 0.07% | 225 |
|
|
2019
Q1 | $2.9M | Buy |
+34,627
| New | +$2.9M | 0.1% | 173 |
|