Tortoise Investment 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 | $87.1K | Buy |
839
+8
| +1% | +$830 | 0.01% | 310 |
|
|
2025
Q1 | $90.8K | Hold |
831
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $76.6K | Hold |
831
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $85.3K | Buy |
831
+7
| +0.8% | +$718 | 0.01% | 334 |
|
|
2024
Q2 | $72.3K | Sell |
824
-36
| -4% | -$3.16K | 0.01% | 339 |
|
|
2024
Q1 | $74K | Buy |
860
+326
| +61% | +$28.1K | 0.01% | 329 |
|
|
2023
Q4 | $43.4K | Sell |
534
-10
| -2% | -$812 | 0.01% | 373 |
|
|
2023
Q3 | $40.9K | Sell |
544
-18
| -3% | -$1.35K | 0.01% | 364 |
|
|
2023
Q2 | $47.3K | Hold |
562
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $51.1K | Buy |
562
+10
| +2% | +$910 | 0.01% | 336 |
|
|
2022
Q4 | $52.4K | Buy |
552
+12
| +2% | +$1.14K | 0.01% | 328 |
|
|
2022
Q3 | $47K | Hold |
540
| – | – | 0.01% | 323 |
|
|
2022
Q2 | $52K | Buy |
540
+58
| +12% | +$5.59K | 0.01% | 291 |
|
|
2022
Q1 | $48K | Sell |
482
-199
| -29% | -$19.8K | 0.01% | 306 |
|
|
2021
Q4 | $61K | Sell |
681
-16
| -2% | -$1.43K | 0.01% | 275 |
|
|
2021
Q3 | $57K | Hold |
697
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $59K | Hold |
697
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $59K | Hold |
697
| – | – | 0.01% | 238 |
|
|
2020
Q4 | $58K | Hold |
697
| – | – | 0.01% | 225 |
|
|
2020
Q3 | $57K | Buy |
697
+200
| +40% | +$16.4K | 0.01% | 214 |
|
|
2020
Q2 | $40K | Buy |
497
+282
| +131% | +$22.7K | 0.01% | 241 |
|
|
2020
Q1 | $17K | Hold |
215
| – | – | ﹤0.01% | 302 |
|
|
2019
Q4 | $20K | Hold |
215
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $20K | Hold |
215
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $19K | Hold |
215
| – | – | ﹤0.01% | 345 |
|
|
2019
Q1 | $18K | Hold |
215
| – | – | ﹤0.01% | 335 |
|
|
2018
Q4 | $16K | Hold |
215
| – | – | ﹤0.01% | 332 |
|
|
2018
Q3 | $15K | Hold |
215
| – | – | ﹤0.01% | 354 |
|
|
2018
Q2 | $15K | Hold |
215
| – | – | ﹤0.01% | 364 |
|
|
2018
Q1 | $15K | Hold |
215
| – | – | ﹤0.01% | 348 |
|
|
2017
Q4 | $16K | Buy |
+215
| New | +$16K | ﹤0.01% | 337 |
|