SCM
Schnieders Capital Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
9,766
| – | – | 0.18% | 88 |
|
|
2025
Q1 | $1.07M | Sell |
9,766
-261
| -3% | -$28.5K | 0.23% | 75 |
|
|
2024
Q4 | $925K | Sell |
10,027
-150
| -1% | -$13.8K | 0.18% | 85 |
|
|
2024
Q3 | $1.04M | Sell |
10,177
-32
| -0.3% | -$3.28K | 0.2% | 84 |
|
|
2024
Q2 | $896K | Sell |
10,209
-549
| -5% | -$48.2K | 0.18% | 80 |
|
|
2024
Q1 | $926K | Buy |
10,758
+2,425
| +29% | +$209K | 0.19% | 83 |
|
|
2023
Q4 | $677K | Buy |
8,333
+2,308
| +38% | +$187K | 0.15% | 98 |
|
|
2023
Q3 | $453K | Sell |
6,025
-3,103
| -34% | -$233K | 0.1% | 116 |
|
|
2023
Q2 | $769K | Sell |
9,128
-391
| -4% | -$32.9K | 0.16% | 90 |
|
|
2023
Q1 | $866K | Sell |
9,519
-105
| -1% | -$9.55K | 0.19% | 87 |
|
|
2022
Q4 | $914K | Sell |
9,624
-4,496
| -32% | -$427K | 0.21% | 81 |
|
|
2022
Q3 | $1.22M | Buy |
14,120
+972
| +7% | +$84.1K | 0.32% | 67 |
|
|
2022
Q2 | $1.26M | Sell |
13,148
-13,358
| -50% | -$1.28M | 0.38% | 63 |
|
|
2022
Q1 | $2.65M | Buy |
26,506
+17,888
| +208% | +$1.79M | 0.63% | 43 |
|
|
2021
Q4 | $767K | Buy |
8,618
+200
| +2% | +$17.8K | 0.18% | 92 |
|
|
2021
Q3 | $683K | Sell |
8,418
-47
| -0.6% | -$3.81K | 0.18% | 89 |
|
|
2021
Q2 | $716K | Buy |
8,465
+950
| +13% | +$80.4K | 0.2% | 92 |
|
|
2021
Q1 | $637K | Buy |
7,515
+400
| +6% | +$33.9K | 0.19% | 91 |
|
|
2020
Q4 | $593K | Sell |
7,115
-1,300
| -15% | -$108K | 0.2% | 85 |
|
|
2020
Q3 | $688K | Buy |
8,415
+500
| +6% | +$40.9K | 0.26% | 76 |
|
|
2020
Q2 | $630K | Buy |
7,915
+3,650
| +86% | +$291K | 0.25% | 75 |
|
|
2020
Q1 | $341K | Buy |
4,265
+450
| +12% | +$36K | 0.16% | 102 |
|
|
2019
Q4 | $361K | Hold |
3,815
| – | – | 0.13% | 120 |
|
|
2019
Q3 | $357K | Hold |
3,815
| – | – | 0.14% | 112 |
|
|
2019
Q2 | $336K | Buy |
3,815
+11
| +0.3% | +$969 | 0.13% | 116 |
|
|
2019
Q1 | $318K | Hold |
3,804
| – | – | 0.14% | 108 |
|
|
2018
Q4 | $284K | Hold |
3,804
| – | – | 0.14% | 107 |
|
|
2018
Q3 | $270K | Sell |
3,804
-465
| -11% | -$33K | 0.11% | 128 |
|
|
2018
Q2 | $296K | Hold |
4,269
| – | – | 0.13% | 115 |
|
|
2018
Q1 | $293K | Hold |
4,269
| – | – | 0.13% | 119 |
|
|
2017
Q4 | $314K | Sell |
4,269
-968
| -18% | -$71.2K | 0.13% | 119 |
|
|
2017
Q3 | $368K | Hold |
5,237
| – | – | 0.16% | 113 |
|
|
2017
Q2 | $364K | Hold |
5,237
| – | – | 0.17% | 115 |
|
|
2017
Q1 | $351K | Sell |
5,237
-1,500
| -22% | -$101K | 0.17% | 109 |
|
|
2016
Q4 | $424K | Buy |
6,737
+62
| +0.9% | +$3.9K | 0.22% | 99 |
|
|
2016
Q3 | $429K | Hold |
6,675
| – | – | 0.24% | 94 |
|
|
2016
Q2 | $468K | Hold |
6,675
| – | – | 0.26% | 92 |
|
|
2016
Q1 | $443K | Buy |
6,675
+300
| +5% | +$19.9K | 0.26% | 93 |
|
|
2015
Q4 | $371K | Buy |
6,375
+1,100
| +21% | +$64K | 0.23% | 92 |
|
|
2015
Q3 | $300K | Hold |
5,275
| – | – | 0.21% | 98 |
|
|
2015
Q2 | $279K | Buy |
5,275
+1,000
| +23% | +$52.9K | 0.16% | 107 |
|
|
2015
Q1 | $240K | Sell |
4,275
-1,463
| -25% | -$82.1K | 0.15% | 112 |
|
|
2014
Q4 | $348K | Hold |
5,738
| – | – | 0.23% | 95 |
|
|
2014
Q3 | $300K | Sell |
5,738
-700
| -11% | -$36.6K | 0.22% | 98 |
|
|
2014
Q2 | $359K | Buy |
6,438
+1,000
| +18% | +$55.8K | 0.25% | 91 |
|
|
2014
Q1 | $275K | Hold |
5,438
| – | – | 0.26% | 94 |
|
|
2013
Q4 | $254K | Buy |
+5,438
| New | +$254K | 0.25% | 93 |
|