A detailed history of Bergan Kdv Wealth Management, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 65,000 shares of AEP stock, worth $5.7 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
65,000
Previous 45,501 42.85%
Holding current value
$5.7 Million
Previous $4.14 Million 32.2%
% of portfolio
0.55%
Previous 0.43%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$81.62 - $94.89 $1.59 Million - $1.85 Million
19,499 Added 42.85%
65,000 $5.47 Million
Q1 2023

Apr 27, 2023

BUY
$85.41 - $97.95 $205,752 - $235,961
2,409 Added 5.59%
45,501 $4.14 Million
Q4 2022

Jan 31, 2023

BUY
$82.99 - $98.62 $244,156 - $290,140
2,942 Added 7.33%
43,092 $4.09 Million
Q3 2022

Oct 24, 2022

BUY
$55.46 - $105.18 $78,032 - $147,988
1,407 Added 3.63%
40,150 $3.47 Million
Q2 2022

Jul 13, 2022

BUY
$88.41 - $104.49 $108,390 - $128,104
1,226 Added 3.27%
38,743 $3.72 Million
Q1 2022

May 09, 2022

BUY
$84.64 - $99.77 $185,107 - $218,196
2,187 Added 6.19%
37,517 $3.74 Million
Q4 2021

Jan 28, 2022

SELL
$80.28 - $88.97 $174,930 - $193,865
-2,179 Reduced 5.81%
35,330 $3.14 Million
Q3 2021

Nov 12, 2021

BUY
$81.18 - $91.08 $473,117 - $530,814
5,828 Added 18.4%
37,509 $3.05 Million
Q2 2021

Aug 10, 2021

BUY
$82.35 - $90.14 $190,887 - $208,944
2,318 Added 7.89%
31,681 $2.68 Million
Q1 2021

May 11, 2021

BUY
$74.85 - $85.84 $89,296 - $102,407
1,193 Added 4.24%
29,363 $2.49 Million
Q4 2020

Feb 04, 2021

BUY
$80.71 - $93.59 $23,083 - $26,766
286 Added 1.03%
28,170 $2.35 Million
Q3 2020

Nov 05, 2020

BUY
$77.82 - $89.28 $144,356 - $165,614
1,855 Added 7.13%
27,884 $2.28 Million
Q2 2020

Aug 13, 2020

BUY
$72.5 - $87.91 $154,352 - $187,160
2,129 Added 8.91%
26,029 $2.07 Million
Q1 2020

Apr 24, 2020

BUY
$70.0 - $104.33 $356,090 - $530,726
5,087 Added 27.04%
23,900 $1.91 Million
Q4 2019

Feb 10, 2020

BUY
$88.5 - $95.72 $37,170 - $40,202
420 Added 2.28%
18,813 $1.78 Million
Q3 2019

Nov 08, 2019

BUY
$87.81 - $94.59 $50,754 - $54,673
578 Added 3.24%
18,393 $1.72 Million
Q2 2019

Aug 12, 2019

BUY
$82.62 - $91.55 $74,027 - $82,028
896 Added 5.3%
17,815 $1.57 Million
Q1 2019

May 09, 2019

SELL
$72.77 - $85.98 $73,133 - $86,409
-1,005 Reduced 5.61%
16,919 $1.42 Million
Q4 2018

Feb 01, 2019

BUY
$70.22 - $80.36 $56,667 - $64,850
807 Added 4.71%
17,924 $1.34 Million
Q3 2018

Nov 09, 2018

BUY
$68.87 - $73.4 $2,066 - $2,202
30 Added 0.18%
17,117 $1.21 Million
Q2 2018

Jul 23, 2018

BUY
$62.93 - $70.55 $59,405 - $66,599
944 Added 5.85%
17,087 $1.18 Million
Q1 2018

May 03, 2018

BUY
$63.38 - $72.41 $29,344 - $33,525
463 Added 2.95%
16,143 $1.11 Million
Q4 2017

Jan 16, 2018

BUY
$70.29 - $77.63 $24,812 - $27,403
353 Added 2.3%
15,680 $1.15 Million
Q3 2017

Oct 18, 2017

BUY
$70.24 - $74.55 $1.08 Million - $1.14 Million
15,327
15,327 $1.08 Million

Others Institutions Holding AEP

About AMERICAN ELECTRIC POWER CO INC


  • Ticker AEP
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 513,864,000
  • Market Cap $45.1B
  • 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...
More about AEP
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