Ownership history in Solitude Financial Services Β· 6 quarters on record
This page tracks every 13F SEC filing in which Solitude Financial Services 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 β sourced directly from SEC EDGAR 13F filings.
π Solitude Financial Services underperformed the S&P 500 by β15.8% annually on this AEP position. Timing score: 40% (2/5 decisions correct). Average cost basis: $79.74. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 15.8% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $68.79 (2020 Q4) Β· Worst: $114.41 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.32% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size