United Capital Financial Advisors’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 | $2.17M | Buy |
20,940
+1,775
| +9% | +$184K | 0.02% | 421 |
|
|
2025
Q1 | $2.09M | Buy |
19,165
+477
| +3% | +$52.1K | 0.02% | 416 |
|
|
2024
Q4 | $1.72M | Sell |
18,688
-423
| -2% | -$39K | 0.01% | 446 |
|
|
2024
Q3 | $1.96M | Buy |
19,111
+453
| +2% | +$46.5K | 0.02% | 425 |
|
|
2024
Q2 | $1.64M | Buy |
18,658
+184
| +1% | +$16.1K | 0.01% | 442 |
|
|
2024
Q1 | $1.59M | Sell |
18,474
-128
| -0.7% | -$11K | 0.01% | 469 |
|
|
2023
Q4 | $1.51M | Buy |
18,602
+8,716
| +88% | +$708K | 0.01% | 473 |
|
|
2023
Q3 | $744K | Sell |
9,886
-10,071
| -50% | -$758K | ﹤0.01% | 565 |
|
|
2023
Q2 | $1.68M | Sell |
19,957
-1,657
| -8% | -$140K | 0.01% | 464 |
|
|
2023
Q1 | $1.97M | Sell |
21,614
-4,659
| -18% | -$424K | 0.01% | 451 |
|
|
2022
Q4 | $2.49M | Buy |
26,273
+2,519
| +11% | +$239K | 0.01% | 440 |
|
|
2022
Q3 | $2.05M | Sell |
23,754
-2,297
| -9% | -$199K | 0.01% | 471 |
|
|
2022
Q2 | $2.5M | Buy |
26,051
+88
| +0.3% | +$8.44K | 0.01% | 453 |
|
|
2022
Q1 | $2.59M | Sell |
25,963
-3,052
| -11% | -$304K | 0.01% | 469 |
|
|
2021
Q4 | $2.58M | Sell |
29,015
-2,331
| -7% | -$207K | 0.01% | 488 |
|
|
2021
Q3 | $2.55M | Sell |
31,346
-150,151
| -83% | -$12.2M | 0.01% | 479 |
|
|
2021
Q2 | $15.4M | Buy |
181,497
+6,423
| +4% | +$543K | 0.08% | 222 |
|
|
2021
Q1 | $14.8M | Buy |
175,074
+12,672
| +8% | +$1.07M | 0.08% | 219 |
|
|
2020
Q4 | $13.5M | Sell |
162,402
-1,729
| -1% | -$144K | 0.08% | 222 |
|
|
2020
Q3 | $13.4M | Buy |
164,131
+1,467
| +0.9% | +$120K | 0.09% | 214 |
|
|
2020
Q2 | $13M | Buy |
162,664
+11,098
| +7% | +$884K | 0.09% | 216 |
|
|
2020
Q1 | $12.1M | Sell |
151,566
-3,439
| -2% | -$275K | 0.1% | 205 |
|
|
2019
Q4 | $14.7M | Buy |
155,005
+3,927
| +3% | +$371K | 0.09% | 247 |
|
|
2019
Q3 | $14.2M | Sell |
151,078
-3,786
| -2% | -$355K | 0.1% | 238 |
|
|
2019
Q2 | $13.6M | Sell |
154,864
-906
| -0.6% | -$79.7K | 0.09% | 242 |
|
|
2019
Q1 | $13M | Buy |
155,770
+8,295
| +6% | +$695K | 0.09% | 245 |
|
|
2018
Q4 | $11M | Buy |
147,475
+2,231
| +2% | +$167K | 0.09% | 242 |
|
|
2018
Q3 | $10.3M | Buy |
145,244
+1,369
| +1% | +$97K | 0.07% | 296 |
|
|
2018
Q2 | $9.96M | Buy |
143,875
+2,844
| +2% | +$197K | 0.07% | 300 |
|
|
2018
Q1 | $9.67M | Buy |
141,031
+4,303
| +3% | +$295K | 0.07% | 301 |
|
|
2017
Q4 | $10.1M | Sell |
136,728
-4,507
| -3% | -$332K | 0.08% | 298 |
|
|
2017
Q3 | $9.92M | Buy |
141,235
+8,824
| +7% | +$620K | 0.08% | 284 |
|
|
2017
Q2 | $9.2M | Buy |
132,411
+4,557
| +4% | +$317K | 0.08% | 282 |
|
|
2017
Q1 | $8.58M | Sell |
127,854
-442
| -0.3% | -$29.7K | 0.08% | 294 |
|
|
2016
Q4 | $8.08M | Sell |
128,296
-12,623
| -9% | -$795K | 0.08% | 302 |
|
|
2016
Q3 | $9.05M | Buy |
140,919
+12,636
| +10% | +$811K | 0.09% | 285 |
|
|
2016
Q2 | $8.98M | Sell |
128,283
-1,601
| -1% | -$112K | 0.09% | 263 |
|
|
2016
Q1 | $8.62M | Buy |
129,884
+109,952
| +552% | +$7.3M | 0.1% | 235 |
|
|
2015
Q4 | $1.16M | Sell |
19,932
-1,376
| -6% | -$80.1K | 0.01% | 653 |
|
|
2015
Q3 | $1.21M | Sell |
21,308
-5,602
| -21% | -$319K | 0.01% | 641 |
|
|
2015
Q2 | $1.43M | Buy |
26,910
+10,443
| +63% | +$553K | 0.02% | 661 |
|
|
2015
Q1 | $936K | Buy |
16,467
+10,572
| +179% | +$601K | 0.01% | 734 |
|
|
2014
Q4 | $358K | Buy |
5,895
+882
| +18% | +$53.6K | 0.01% | 914 |
|
|
2014
Q3 | $262K | Buy |
+5,013
| New | +$262K | ﹤0.01% | 964 |
|
|
2014
Q2 | – | Sell |
-5,326
| Closed | -$270K | – | 779 |
|
|
2014
Q1 | $270K | Buy |
+5,326
| New | +$270K | 0.01% | 806 |
|
|
2013
Q4 | – | Sell |
-6,194
| Closed | -$268K | – | 637 |
|
|
2013
Q3 | $268K | Buy |
+6,194
| New | +$268K | 0.01% | 580 |
|