PWAM
Pinnacle West Asset Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
4,860
-40
| -0.8% | -$4.15K | 0.35% | 74 |
|
|
2025
Q1 | $535K | Hold |
4,900
| – | – | 0.39% | 70 |
|
|
2024
Q4 | $452K | Hold |
4,900
| – | – | 0.32% | 76 |
|
|
2024
Q3 | $503K | Buy |
4,900
+25
| +0.5% | +$2.57K | 0.36% | 73 |
|
|
2024
Q2 | $428K | Buy |
4,875
+20
| +0.4% | +$1.76K | 0.33% | 76 |
|
|
2024
Q1 | $418K | Buy |
4,855
+25
| +0.5% | +$2.15K | 0.33% | 74 |
|
|
2023
Q4 | $392K | Buy |
4,830
+115
| +2% | +$9.33K | 0.34% | 77 |
|
|
2023
Q3 | $355K | Buy |
4,715
+140
| +3% | +$10.5K | 0.35% | 74 |
|
|
2023
Q2 | $385K | Sell |
4,575
-25
| -0.5% | -$2.1K | 0.37% | 75 |
|
|
2023
Q1 | $419K | Buy |
+4,600
| New | +$419K | 0.44% | 71 |
|