AEP AMERICAN ELEC PWR CO INC

Ownership history in Oak Thistle LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle LLC reported a position in AMERICAN ELEC PWR CO INC (AEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.64% (2022 Q2)
Avg. % of fund
0.36%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,701 -2,872 -24.8% 0.15% $979K $110.74
2025 Q1 REDUCED 11,573 -946 -7.6% 0.25% $1.3M $105.74
2024 Q3 REDUCED 12,519 -7,265 -36.7% 0.42% $1.3M $97.42
2023 Q3 ADDED 19,784 +15,052 +318.1% 0.44% $1.5M $68.51
2023 Q1 ADDED 4,732 +1,268 +36.6% 0.25% $431K $81.29
2022 Q2 REDUCED 3,464 -3,967 -53.4% 0.64% $332K $83.48
2022 Q1 INITIATED 7,431 0.39% $741K $86.13
% of Fund (quarterly)    AEP price (monthly, adj. close)
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