Wealth Plan Investment Management, LLC American Electric Power CO Inc Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,800 shares of AEP stock, worth $493,824. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,800

Previous 4,847 0.97%

Holding current value

$493,824

Previous $447,000 17.23%

% of portfolio

0.06%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$90.32 - $109.27 $4,245 - $5,135	-47 Reduced 0.97%	4,800 $524,000
Q4 2024 Jan 30, 2025	BUY	$90.91 - $102.21 $4,272 - $4,803	47 Added 0.98%	4,847 $447,000
Q4 2023 Jan 05, 2024	SELL	$71.33 - $83.57 $32,740 - $38,358	-459 Reduced 8.73%	4,800 $389,000
Q3 2023 Nov 15, 2023	BUY	$74.67 - $87.93 $153,297 - $180,520	2,053 Added 64.04%	5,259 $395,000
Q3 2023 Nov 09, 2023	BUY	$74.67 - $87.93 $205,118 - $241,543	2,747 Added 598.47%	3,206 $241,000
Q2 2023 Aug 14, 2023	BUY	$81.62 - $94.89 $1,142 - $1,328	14 Added 3.15%	459 $38,000
Q2 2023 Jul 25, 2023	SELL	$81.62 - $94.89 $433,728 - $504,245	-5,314 Reduced 92.27%	445 $37,000
Q1 2023 May 08, 2023	SELL	$85.41 - $97.95 $278,265 - $319,121	-3,258 Reduced 36.13%	5,759 $524,000
Q4 2022 Feb 15, 2023	BUY	$82.99 - $98.62 $4,647 - $5,522	56 Added 0.62%	9,017 $856,000
Q3 2022 Dec 12, 2022	BUY	$55.46 - $105.18 $19,521 - $37,023	352 Added 4.09%	8,961 $866,000
Q1 2022 Sep 07, 2022	BUY	$84.64 - $99.77 $728,665 - $858,919	8,609 New	8,609 $853,000

Others Institutions Holding AEP

# of Institutions

1,879

Shares Held

445M

Call Options Held

4.11M

Put Options Held

1.55M

View Full List

About AMERICAN ELECTRIC POWER CO INC

Ticker AEP
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 513,864,000
Market Cap $52.9B
Description
American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Gen...

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Wealth Plan Investment Management, LLC American Electric Power CO Inc Transaction History