Meritage Portfolio Management’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Sell
2025
Q2
$315K Sell
2025
Q1
$357K Sell
2024
Q4
$311K Sell
2024
Q3
$395K Sell
2024
Q2
$4.86M Sell
2024
Q1
$4.88M Sell
2023
Q4
$4.88M Sell
2023
Q3
$4.55M Buy
2022
Q2
Sell
2022
Q1
$3.16M Buy