Wilmington Savings Fund Society’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 | $706K | Buy |
6,802
+1,001
| +17% | +$104K | 0.01% | 504 |
|
2025
Q1 | $634K | Sell |
5,801
-361
| -6% | -$39.4K | 0.01% | 524 |
|
2024
Q4 | $568K | Buy |
6,162
+425
| +7% | +$39.2K | 0.01% | 545 |
|
2024
Q3 | $589K | Buy |
+5,737
| New | +$589K | 0.01% | 535 |
|
2021
Q4 | – | Sell |
-4,469
| Closed | -$362K | – | 390 |
|
2021
Q3 | $362K | Sell |
4,469
-12
| -0.3% | -$972 | 0.01% | 311 |
|
2021
Q2 | $379K | Hold |
4,481
| – | – | 0.01% | 306 |
|
2021
Q1 | $380K | Hold |
4,481
| – | – | 0.02% | 300 |
|
2020
Q4 | $373K | Sell |
4,481
-36
| -0.8% | -$3K | 0.02% | 298 |
|
2020
Q3 | $369K | Buy |
4,517
+1
| +0% | +$82 | 0.02% | 289 |
|
2020
Q2 | $360K | Sell |
4,516
-967
| -18% | -$77.1K | 0.02% | 292 |
|
2020
Q1 | $439K | Buy |
5,483
+1,033
| +23% | +$82.7K | 0.03% | 255 |
|
2019
Q4 | $421K | Sell |
4,450
-40
| -0.9% | -$3.78K | 0.02% | 267 |
|
2019
Q3 | $421K | Sell |
4,490
-1,025
| -19% | -$96.1K | 0.02% | 259 |
|
2019
Q2 | $485K | Sell |
5,515
-32
| -0.6% | -$2.81K | 0.03% | 261 |
|
2019
Q1 | $465K | Buy |
5,547
+5
| +0.1% | +$419 | 0.03% | 262 |
|
2018
Q4 | $414K | Buy |
5,542
+15
| +0.3% | +$1.12K | 0.03% | 259 |
|
2018
Q3 | $392K | Sell |
5,527
-170
| -3% | -$12.1K | 0.02% | 279 |
|
2018
Q2 | $394K | Buy |
5,697
+1,877
| +49% | +$130K | 0.02% | 273 |
|
2018
Q1 | $262K | Sell |
3,820
-39
| -1% | -$2.68K | 0.02% | 302 |
|
2017
Q4 | $284K | Buy |
3,859
+241
| +7% | +$17.7K | 0.02% | 298 |
|
2017
Q3 | $255K | Buy |
3,618
+593
| +20% | +$41.8K | 0.01% | 299 |
|
2017
Q2 | $210K | Sell |
3,025
-1,407
| -32% | -$97.7K | 0.01% | 320 |
|
2017
Q1 | $298K | Buy |
4,432
+83
| +2% | +$5.58K | 0.02% | 271 |
|
2016
Q4 | $274K | Sell |
4,349
-440
| -9% | -$27.7K | 0.02% | 283 |
|
2016
Q3 | $308K | Buy |
4,789
+333
| +7% | +$21.4K | 0.02% | 273 |
|
2016
Q2 | $312K | Hold |
4,456
| – | – | 0.02% | 268 |
|
2016
Q1 | $296K | Sell |
4,456
-60
| -1% | -$3.99K | 0.02% | 276 |
|
2015
Q4 | $263K | Sell |
4,516
-240
| -5% | -$14K | 0.02% | 293 |
|
2015
Q3 | $271K | Buy |
4,756
+300
| +7% | +$17.1K | 0.02% | 289 |
|
2015
Q2 | $236K | Hold |
4,456
| – | – | 0.01% | 321 |
|
2015
Q1 | $250K | Sell |
4,456
-500
| -10% | -$28.1K | 0.01% | 306 |
|
2014
Q4 | $301K | Sell |
4,956
-300
| -6% | -$18.2K | 0.02% | 296 |
|
2014
Q3 | $274K | Hold |
5,256
| – | – | 0.02% | 310 |
|
2014
Q2 | $293K | Sell |
5,256
-1,496
| -22% | -$83.4K | 0.02% | 325 |
|
2014
Q1 | $343K | Sell |
6,752
-108
| -2% | -$5.49K | 0.02% | 311 |
|
2013
Q4 | $321K | Buy |
6,860
+1,780
| +35% | +$83.3K | 0.02% | 314 |
|
2013
Q3 | $220K | Sell |
5,080
-1,335
| -21% | -$57.8K | 0.01% | 364 |
|
2013
Q2 | $287K | Buy |
+6,415
| New | +$287K | 0.02% | 323 |
|