Nicolet Advisory Services’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 | $338K | Sell |
2,977
-218
| -7% | -$24.8K | 0.03% | 282 |
|
|
2025
Q1 | $330K | Buy |
3,195
+394
| +14% | +$40.7K | 0.03% | 258 |
|
|
2024
Q4 | $262K | Buy |
2,801
+68
| +2% | +$6.36K | 0.02% | 319 |
|
|
2024
Q3 | $277K | Sell |
2,733
-503
| -16% | -$51K | 0.03% | 303 |
|
|
2024
Q2 | $286K | Buy |
3,236
+252
| +8% | +$22.2K | 0.03% | 286 |
|
|
2024
Q1 | $254K | Buy |
2,984
+160
| +6% | +$13.6K | 0.03% | 301 |
|
|
2023
Q4 | $237K | Sell |
2,824
-172
| -6% | -$14.5K | 0.03% | 285 |
|
|
2023
Q3 | $220K | Buy |
2,996
+142
| +5% | +$10.4K | 0.02% | 279 |
|
|
2023
Q2 | $244K | Buy |
2,854
+64
| +2% | +$5.46K | 0.03% | 269 |
|
|
2023
Q1 | $265K | Sell |
2,790
-149
| -5% | -$14.1K | 0.03% | 228 |
|
|
2022
Q4 | $287K | Buy |
2,939
+210
| +8% | +$20.5K | 0.04% | 185 |
|
|
2022
Q3 | $230K | Buy |
2,729
+2
| +0.1% | +$169 | 0.04% | 166 |
|
|
2022
Q2 | $258K | Buy |
+2,727
| New | +$258K | 0.04% | 147 |
|
|
2020
Q1 | – | Sell |
-2,171
| Closed | -$205K | – | 197 |
|
|
2019
Q4 | $205K | Buy |
+2,171
| New | +$205K | 0.03% | 164 |
|