A detailed history of Cassaday & CO Wealth Management LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,971 shares of AEP stock, worth $510,024. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,971
Previous 4,952 0.38%
Holding current value
$510,024
Previous $426,000 2.35%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$79.51 - $92.67 $1,510 - $1,760
19 Added 0.38%
4,971 $436,000
Q1 2024

May 08, 2024

BUY
$75.94 - $86.1 $78,142 - $88,596
1,029 Added 26.23%
4,952 $426,000
Q4 2023

Feb 09, 2024

BUY
$71.33 - $83.57 $3,495 - $4,094
49 Added 1.26%
3,923 $318,000
Q3 2023

Nov 06, 2023

BUY
$74.67 - $87.93 $1,194 - $1,406
16 Added 0.41%
3,874 $291,000
Q2 2023

Aug 07, 2023

SELL
$81.62 - $94.89 $1,632 - $1,897
-20 Reduced 0.52%
3,858 $324,000
Q1 2023

May 03, 2023

BUY
$85.41 - $97.95 $31,174 - $35,751
365 Added 10.39%
3,878 $352,000
Q4 2022

Feb 07, 2023

BUY
$82.99 - $98.62 $291,543 - $346,452
3,513 New
3,513 $0

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 $52.7B
  • 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
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.