Morningstar Investment 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 | $669K | Buy |
+6,451
| New | +$669K | 0.06% | 95 |
|
|
2025
Q1 | – | Sell |
-11,056
| Closed | -$1.02M | – | 76 |
|
|
2024
Q4 | $1.02M | Buy |
11,056
+389
| +4% | +$35.9K | 0.08% | 70 |
|
|
2024
Q3 | $1.05M | Sell |
10,667
-516
| -5% | -$51K | 0.1% | 86 |
|
|
2024
Q2 | $981K | Sell |
11,183
-560
| -5% | -$49.1K | 0.1% | 83 |
|
|
2024
Q1 | $1.01M | Hold |
11,743
| – | – | 0.11% | 80 |
|
|
2023
Q4 | $954K | Sell |
11,743
-490
| -4% | -$39.8K | 0.11% | 85 |
|
|
2023
Q3 | $920K | Buy |
12,233
+814
| +7% | +$61.2K | 0.13% | 62 |
|
|
2023
Q2 | $961K | Buy |
11,419
+7,228
| +172% | +$608K | 0.13% | 64 |
|
|
2023
Q1 | $381K | Hold |
4,191
| – | – | 0.06% | 66 |
|
|
2022
Q4 | $398K | Buy |
+4,191
| New | +$398K | 0.07% | 65 |
|