Shelton Capital 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 | $6.56M | Sell |
63,251
-1,561
| -2% | -$162K | 0.15% | 136 |
|
|
2025
Q1 | $7.08M | Sell |
64,812
-1,995
| -3% | -$218K | 0.17% | 127 |
|
|
2024
Q4 | $6.16M | Sell |
66,807
-69
| -0.1% | -$6.36K | 0.15% | 140 |
|
|
2024
Q3 | $6.86M | Sell |
66,876
-66
| -0.1% | -$6.77K | 0.18% | 123 |
|
|
2024
Q2 | $5.87M | Buy |
66,942
+1,078
| +2% | +$94.6K | 0.16% | 130 |
|
|
2024
Q1 | $5.67M | Buy |
65,864
+989
| +2% | +$85.2K | 0.16% | 139 |
|
|
2023
Q4 | $5.27M | Buy |
64,875
+6,898
| +12% | +$560K | 0.17% | 149 |
|
|
2023
Q3 | $4.36M | Buy |
57,977
+12,406
| +27% | +$933K | 0.16% | 156 |
|
|
2023
Q2 | $3.84M | Buy |
45,571
+1,795
| +4% | +$151K | 0.14% | 158 |
|
|
2023
Q1 | $3.98M | Buy |
43,776
+3,242
| +8% | +$295K | 0.17% | 134 |
|
|
2022
Q4 | $3.85M | Sell |
40,534
-7,636
| -16% | -$725K | 0.4% | 67 |
|
|
2022
Q3 | $4.16M | Buy |
48,170
+1,537
| +3% | +$133K | 0.2% | 121 |
|
|
2022
Q2 | $4.47M | Hold |
46,633
| – | – | 0.2% | 113 |
|
|
2022
Q1 | $4.65M | Sell |
46,633
-64
| -0.1% | -$6.39K | 0.17% | 130 |
|
|
2021
Q4 | $4.16M | Buy |
46,697
+2,143
| +5% | +$191K | 0.15% | 150 |
|
|
2021
Q3 | $3.62M | Sell |
44,554
-1,471
| -3% | -$119K | 0.14% | 161 |
|
|
2021
Q2 | $3.89M | Sell |
46,025
-300
| -0.6% | -$25.4K | 0.15% | 150 |
|
|
2021
Q1 | $3.92M | Buy |
46,325
+20,328
| +78% | +$1.72M | 0.14% | 152 |
|
|
2020
Q4 | $2.17M | Sell |
25,997
-82,900
| -76% | -$6.9M | 0.1% | 191 |
|
|
2020
Q3 | $8.9M | Buy |
108,897
+13,200
| +14% | +$1.08M | 0.37% | 52 |
|
|
2020
Q2 | $7.62M | Buy |
95,697
+3,752
| +4% | +$299K | 0.42% | 43 |
|
|
2020
Q1 | $7.35M | Sell |
91,945
-11,201
| -11% | -$896K | 0.53% | 33 |
|
|
2019
Q4 | $9.75M | Buy |
103,146
+7,601
| +8% | +$718K | 0.54% | 39 |
|
|
2019
Q3 | $8.95M | Buy |
95,545
+14,200
| +17% | +$1.33M | 0.53% | 43 |
|
|
2019
Q2 | $7.16M | Buy |
81,345
+74,851
| +1,153% | +$6.59M | 0.41% | 56 |
|
|
2019
Q1 | $77.5K | Sell |
6,494
-62,451
| -91% | -$746K | 0.31% | 68 |
|
|
2018
Q4 | $5.15M | Buy |
68,945
+41,400
| +150% | +$3.09M | 0.35% | 61 |
|
|
2018
Q3 | $1.95M | Buy |
27,545
+23,400
| +565% | +$1.66M | 0.11% | 155 |
|
|
2018
Q2 | $287K | Hold |
4,145
| – | – | 0.02% | 590 |
|
|
2018
Q1 | $284K | Hold |
4,145
| – | – | 0.02% | 577 |
|
|
2017
Q4 | $305K | Sell |
4,145
-700
| -14% | -$51.5K | 0.02% | 563 |
|
|
2017
Q3 | $340K | Sell |
4,845
-18,100
| -79% | -$1.27M | 0.02% | 501 |
|
|
2017
Q2 | $1.59M | Sell |
22,945
-35,209
| -61% | -$2.45M | 0.11% | 175 |
|
|
2017
Q1 | $3.9M | Buy |
58,154
+18,709
| +47% | +$1.26M | 0.27% | 72 |
|
|
2016
Q4 | $2.48M | Buy |
39,445
+25,700
| +187% | +$1.62M | 0.19% | 103 |
|
|
2016
Q3 | $883K | Sell |
13,745
-5,370
| -28% | -$345K | 0.07% | 227 |
|
|
2016
Q2 | $1.34M | Buy |
19,115
+2,336
| +14% | +$164K | 0.12% | 157 |
|
|
2016
Q1 | $1.11M | Buy |
16,779
+5,613
| +50% | +$373K | 0.1% | 184 |
|
|
2015
Q4 | $651K | Buy |
11,166
+1,542
| +16% | +$89.9K | 0.06% | 266 |
|
|
2015
Q3 | $547K | Buy |
9,624
+1,500
| +18% | +$85.3K | 0.06% | 312 |
|
|
2015
Q2 | $430K | Hold |
8,124
| – | – | 0.04% | 415 |
|
|
2015
Q1 | $457K | Buy |
8,124
+325
| +4% | +$18.3K | 0.05% | 411 |
|
|
2014
Q4 | $474K | Hold |
7,799
| – | – | 0.06% | 385 |
|
|
2014
Q3 | $407K | Hold |
7,799
| – | – | 0.05% | 413 |
|
|
2014
Q2 | $435K | Hold |
7,799
| – | – | 0.06% | 402 |
|
|
2014
Q1 | $395K | Buy |
+7,799
| New | +$395K | 0.06% | 418 |
|