A detailed history of Confluence Wealth Services, Inc. transactions in American Electric Power CO Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 5,101 shares of AEP stock, worth $473,678. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,101
Previous 3,055 66.97%
Holding current value
$473,678
Previous $268,000 95.15%
% of portfolio
0.04%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$87.11 - $104.95 $178,227 - $214,727
2,046 Added 66.97%
5,101 $523,000
Q2 2024

Jul 31, 2024

SELL
$79.51 - $92.67 $2,623 - $3,058
-33 Reduced 1.07%
3,055 $268,000
Q1 2024

Apr 22, 2024

SELL
$75.94 - $86.1 $12,378 - $14,034
-163 Reduced 5.01%
3,088 $265,000
Q4 2023

Jan 25, 2024

BUY
$71.33 - $83.57 $16,619 - $19,471
233 Added 7.72%
3,251 $264,000
Q3 2023

Nov 01, 2023

BUY
$74.67 - $87.93 $11,200 - $13,189
150 Added 5.23%
3,018 $227,000
Q2 2023

Aug 01, 2023

BUY
$81.62 - $94.89 $408 - $474
5 Added 0.17%
2,868 $241,000
Q1 2023

May 11, 2023

BUY
$85.41 - $97.95 $6,149 - $7,052
72 Added 2.58%
2,863 $260,000
Q4 2022

Feb 10, 2023

BUY
$82.99 - $98.62 $414 - $493
5 Added 0.18%
2,791 $265,000
Q3 2022

Nov 08, 2022

BUY
$55.46 - $105.18 $166 - $315
3 Added 0.11%
2,786 $240,000
Q2 2022

Aug 15, 2022

BUY
$88.41 - $104.49 $353 - $417
4 Added 0.14%
2,783 $281,000
Q1 2022

Apr 26, 2022

SELL
$84.64 - $99.77 $761 - $897
-9 Reduced 0.32%
2,779 $277,000
Q4 2021

Feb 10, 2022

BUY
$80.28 - $88.97 $223,820 - $248,048
2,788 New
2,788 $248,000

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 $47.7B
  • 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
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