Jeppson Wealth Management, LLC American Electric Power CO Inc Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 37,375 shares of AEP stock, worth $3.44 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

37,375

Previous 37,396 0.06%

Holding current value

$3.44 Million

Previous $3.28 Million 16.85%

% of portfolio

1.38%

Previous 1.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$87.11 - $104.95 $1,829 - $2,203	-21 Reduced 0.06%	37,375 $3.83 Million
Q2 2024 Aug 05, 2024	SELL	$79.51 - $92.67 $46,115 - $53,748	-580 Reduced 1.53%	37,396 $3.28 Million
Q1 2024 Apr 17, 2024	BUY	$75.94 - $86.1 $10,783 - $12,226	142 Added 0.38%	37,976 $3.27 Million
Q4 2023 Jan 11, 2024	SELL	$71.33 - $83.57 $465,998 - $545,962	-6,533 Reduced 14.72%	37,834 $3.07 Million
Q3 2023 Oct 25, 2023	BUY	$74.67 - $87.93 $446,153 - $525,381	5,975 Added 15.56%	44,367 $3.34 Million
Q2 2023 Jul 31, 2023	BUY	$81.62 - $94.89 $181,930 - $211,509	2,229 Added 6.16%	38,392 $3.23 Million
Q1 2023 Apr 27, 2023	SELL	$85.41 - $97.95 $25,964 - $29,776	-304 Reduced 0.83%	36,163 $3.29 Million
Q4 2022 Jan 27, 2023	BUY	$82.99 - $98.62 $107,306 - $127,515	1,293 Added 3.68%	36,467 $0
Q3 2022 Oct 20, 2022	SELL	$55.46 - $105.18 $13,587 - $25,769	-245 Reduced 0.69%	35,174 $3.04 Million
Q2 2022 Aug 03, 2022	BUY	$88.41 - $104.49 $3,182 - $3,761	36 Added 0.1%	35,419 $3.4 Million
Q1 2022 Apr 27, 2022	SELL	$84.64 - $99.77 $10,156 - $11,972	-120 Reduced 0.34%	35,383 $3.53 Million
Q4 2021 Jan 19, 2022	BUY	$80.28 - $88.97 $10,356 - $11,477	129 Added 0.36%	35,503 $3.16 Million
Q3 2021 Nov 17, 2021	BUY	$81.18 - $91.08 $86,862 - $97,455	1,070 Added 3.12%	35,374 $2.87 Million
Q2 2021 Jul 20, 2021	SELL	$82.35 - $90.14 $1,647 - $1,802	-20 Reduced 0.06%	34,304 $2.9 Million
Q1 2021 May 19, 2021	BUY	$74.85 - $85.84 $954,562 - $1.09 Million	12,753 Added 59.12%	34,324 $2.91 Million
Q4 2020 Mar 05, 2021	BUY	$80.71 - $93.59 $101,936 - $118,204	1,263 Added 6.22%	21,571 $1.8 Million
Q3 2020 Nov 19, 2020	BUY	$77.82 - $89.28 $1.58 Million - $1.81 Million	20,308 New	20,308 $1.66 Million

Others Institutions Holding AEP

# of Institutions

1,661

Shares Held

404M

Call Options Held

3.12M

Put Options Held

2.04M

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 $47.3B
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

Portfolio Update

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

News

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

Account

Jeppson Wealth Management, LLC American Electric Power CO Inc Transaction History