Meritage Portfolio 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 | $315K | Sell |
3,040
-224
| -7% | -$23.2K | 0.02% | 281 |
|
|
2025
Q1 | $357K | Sell |
3,264
-105
| -3% | -$11.5K | 0.02% | 272 |
|
|
2024
Q4 | $311K | Sell |
3,369
-480
| -12% | -$44.3K | 0.02% | 288 |
|
|
2024
Q3 | $395K | Sell |
3,849
-51,553
| -93% | -$5.29M | 0.02% | 277 |
|
|
2024
Q2 | $4.86M | Sell |
55,402
-1,257
| -2% | -$110K | 0.31% | 99 |
|
|
2024
Q1 | $4.88M | Sell |
56,659
-3,479
| -6% | -$300K | 0.31% | 105 |
|
|
2023
Q4 | $4.88M | Sell |
60,138
-357
| -0.6% | -$29K | 0.32% | 95 |
|
|
2023
Q3 | $4.55M | Buy |
+60,495
| New | +$4.55M | 0.34% | 100 |
|
|
2022
Q2 | – | Sell |
-31,673
| Closed | -$3.16M | – | 305 |
|
|
2022
Q1 | $3.16M | Buy |
+31,673
| New | +$3.16M | 0.2% | 135 |
|