West Oak Capital’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $523 | Buy |
465
+105
| +29% | +$11.5K | 0.02% | 162 |
|
|
2025
Q2 | $374 | Hold |
360
| – | – | 0.01% | 181 |
|
|
2025
Q1 | $393 | Hold |
360
| – | – | 0.02% | 184 |
|
|
2024
Q4 | $332K | Hold |
360
| – | – | 0.01% | 192 |
|
|
2024
Q3 | $369 | Hold |
360
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $31.6K | Hold |
360
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $31K | Hold |
360
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $29K | Hold |
360
| – | – | 0.01% | 194 |
|
|
2023
Q3 | $27K | Hold |
360
| – | – | 0.01% | 194 |
|
|
2023
Q2 | $30.3K | Hold |
360
| – | – | 0.01% | 188 |
|
|
2023
Q1 | $32.8K | Hold |
360
| – | – | 0.02% | 183 |
|
|
2022
Q4 | $34K | Hold |
360
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $31K | Hold |
360
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $35K | Buy |
360
+80
| +29% | +$7.93K | 0.02% | 183 |
|
|
2022
Q1 | $28K | Hold |
280
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $25K | Hold |
280
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $23K | Hold |
280
| – | – | 0.01% | 232 |
|
|
2021
Q2 | $24K | Sell |
280
-75
| -21% | -$6.46K | 0.01% | 226 |
|
|
2021
Q1 | $30K | Sell |
355
-225
| -39% | -$18.1K | 0.01% | 205 |
|
|
2020
Q4 | $48K | Sell |
580
-225
| -28% | -$19.5K | 0.02% | 178 |
|
|
2020
Q3 | $66K | Sell |
805
-341
| -30% | -$28.1K | 0.04% | 157 |
|
|
2020
Q2 | $91K | Hold |
1,146
| – | – | 0.05% | 138 |
|
|
2020
Q1 | $92K | Hold |
1,146
| – | – | 0.06% | 134 |
|
|
2019
Q4 | $108K | Hold |
1,146
| – | – | 0.06% | 138 |
|
|
2019
Q3 | $107K | Buy |
1,146
+525
| +85% | +$47.7K | 0.06% | 132 |
|
|
2019
Q2 | $55K | Hold |
621
| – | – | 0.03% | 172 |
|
|
2019
Q1 | $52K | Hold |
621
| – | – | 0.03% | 172 |
|
|
2018
Q4 | $46.4K | Hold |
621
| – | – | 0.03% | 169 |
|
|
2018
Q3 | $44K | Hold |
621
| – | – | 0.03% | 185 |
|
|
2018
Q2 | $43K | Hold |
621
| – | – | 0.03% | 185 |
|
|
2018
Q1 | $42.6K | Hold |
621
| – | – | 0.03% | 193 |
|
|
2017
Q4 | $45.7K | Hold |
621
| – | – | 0.03% | 172 |
|
|
2017
Q3 | $43.6K | Hold |
621
| – | – | 0.03% | 193 |
|
|
2017
Q2 | $43.1K | Hold |
621
| – | – | 0.03% | 198 |
|
|
2017
Q1 | $41.7K | Buy |
+621
| New | +$40.2K | 0.03% | 195 |
|
Other funds holding AEP
West Oak Capital's AEP Position: Q3 2025 in Review
West Oak Capital increased its American Electric Power (AEP) stake by 29% in Q3 2025, buying an estimated $11.5K and bringing the position to 465 shares worth $523. The position accounts for 0.02% of the portfolio, ranked #162.
West Oak Capital first reported a position in AEP in Q1 2017 and has held it in 35 quarters since. The position peaked at $332K in Q4 2024. 1,715 funds tracked by Wall St. Rank hold AEP as of Q3 2025.
- West Oak Capital held 465 shares of American Electric Power worth $523 as of Q3 2025.
- West Oak Capital bought 105 American Electric Power shares in Q3 2025, an estimated $11.5K.
- American Electric Power made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #162 holding.
- West Oak Capital first reported a position in American Electric Power in Q1 2017 and has held it in 35 quarters since.
- West Oak Capital's American Electric Power position peaked at $332K in Q4 2024.
- 1,715 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.