SFM
Stack Financial Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Sell |
291,369
-4,623
| -2% | -$480K | 2.67% | 11 |
|
|
2025
Q1 | $32.3M | Sell |
295,992
-3,433
| -1% | -$375K | 2.69% | 10 |
|
|
2024
Q4 | $27.6M | Buy |
299,425
+108,389
| +57% | +$10M | 2.53% | 10 |
|
|
2024
Q3 | $19.6M | Sell |
191,036
-1,604
| -0.8% | -$165K | 1.76% | 26 |
|
|
2024
Q2 | $16.9M | Sell |
192,640
-768
| -0.4% | -$67.4K | 1.57% | 28 |
|
|
2024
Q1 | $16.7M | Buy |
193,408
+28,897
| +18% | +$2.49M | 1.53% | 29 |
|
|
2023
Q4 | $13.4M | Sell |
164,511
-32,199
| -16% | -$2.62M | 1.51% | 31 |
|
|
2023
Q3 | $14.8M | Buy |
196,710
+2,140
| +1% | +$161K | 1.72% | 28 |
|
|
2023
Q2 | $16.4M | Buy |
194,570
+2,950
| +2% | +$248K | 1.83% | 26 |
|
|
2023
Q1 | $17.4M | Buy |
191,620
+9,983
| +5% | +$908K | 2.12% | 24 |
|
|
2022
Q4 | $17.2M | Sell |
181,637
-2,336
| -1% | -$222K | 1.73% | 26 |
|
|
2022
Q3 | $15.9M | Buy |
+183,973
| New | +$15.9M | 1.67% | 25 |
|