A detailed history of Executive Wealth Management, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Executive Wealth Management, LLC holds 13,285 shares of AEP stock, worth $1.17 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,285
Previous 10,410 27.62%
Holding current value
$1.17 Million
Previous $845,000 35.27%
% of portfolio
0.11%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$75.94 - $86.1 $218,327 - $247,537
2,875 Added 27.62%
13,285 $1.14 Million
Q4 2023

Jan 26, 2024

BUY
$71.33 - $83.57 $742,545 - $869,963
10,410 New
10,410 $845,000
Q3 2019

Oct 30, 2019

SELL
$87.81 - $94.59 $71,389 - $76,901
-813 Closed
0 $0
Q2 2019

Aug 01, 2019

BUY
$82.62 - $91.55 $11,318 - $12,542
137 Added 20.27%
813 $72,000
Q1 2019

May 02, 2019

SELL
$72.77 - $85.98 $43,007 - $50,814
-591 Reduced 46.65%
676 $57,000
Q4 2018

Feb 19, 2019

BUY
$70.22 - $80.36 $88,968 - $101,816
1,267 New
1,267 $95,000

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 $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
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive 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 Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.