Loring Wolcott & Coolidge Fiduciary Advisors LLP American Electric Power CO Inc Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in American Electric Power CO Inc stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 2,223 shares of AEP stock, worth $231,569. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,223

Previous 2,065 7.65%

Holding current value

$231,569

Previous $177,000 10.17%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$79.51 - $92.67 $12,562 - $14,641	158 Added 7.65%	2,223 $195,000
Q4 2023 Feb 01, 2024	SELL	$71.33 - $83.57 $21,399 - $25,070	-300 Reduced 12.68%	2,065 $167,000
Q3 2023 Nov 03, 2023	SELL	$74.67 - $87.93 $79,523 - $93,645	-1,065 Reduced 31.05%	2,365 $177,000
Q2 2023 Aug 01, 2023	BUY	$81.62 - $94.89 $13,630 - $15,846	167 Added 5.12%	3,430 $288,000
Q1 2023 May 02, 2023	BUY	$85.41 - $97.95 $159,118 - $182,480	1,863 Added 133.07%	3,263 $296,000
Q4 2022 Feb 14, 2023	SELL	$82.99 - $98.62 $14,191 - $16,864	-171 Reduced 10.88%	1,400 $130,000
Q3 2022 Oct 25, 2022	SELL	$55.46 - $105.18 $35,605 - $67,525	-642 Reduced 29.01%	1,571 $136,000
Q2 2022 Jul 26, 2022	BUY	$88.41 - $104.49 $112,987 - $133,538	1,278 Added 136.68%	2,213 $212,000
Q1 2022 Apr 13, 2022	BUY	$84.64 - $99.77 $6,517 - $7,682	77 Added 8.97%	935 $93,000
Q3 2021 Nov 12, 2021	SELL	$81.18 - $91.08 $10,147 - $11,385	-125 Reduced 12.72%	858 $70,000
Q2 2021 Aug 13, 2021	BUY	$82.35 - $90.14 $80,950 - $88,607	983 New	983 $83,000
Q1 2021 Apr 14, 2021	SELL	$74.85 - $85.84 $147,229 - $168,847	-1,967 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$80.71 - $93.59 $51,008 - $59,148	632 Added 47.34%	1,967 $164,000
Q3 2020 Oct 15, 2020	BUY	$77.82 - $89.28 $33,462 - $38,390	430 Added 47.51%	1,335 $109,000
Q1 2020 Apr 15, 2020	SELL	$70.0 - $104.33 $7,700 - $11,476	-110 Reduced 10.84%	905 $72,000
Q4 2019 Jan 22, 2020	SELL	$88.5 - $95.72 $1,416 - $1,531	-16 Reduced 1.55%	1,015 $96,000
Q3 2019 Nov 05, 2019	BUY	$87.81 - $94.59 $23,357 - $25,160	266 Added 34.77%	1,031 $97,000
Q2 2019 Aug 09, 2019	SELL	$82.62 - $91.55 $18,176 - $20,141	-220 Reduced 22.34%	765 $67,000
Q1 2019 Apr 08, 2019	SELL	$72.77 - $85.98 $23,504 - $27,771	-323 Reduced 24.69%	985 $82,000
Q4 2018 Feb 13, 2019	BUY	$70.22 - $80.36 $22,681 - $25,956	323 Added 32.79%	1,308 $98,000
Q3 2018 Oct 31, 2018	SELL	$68.87 - $73.4 $33,746 - $35,966	-490 Reduced 33.22%	985 $70,000
Q1 2018 Apr 20, 2018	SELL	$63.38 - $72.41 $16,859 - $19,261	-266 Reduced 15.28%	1,475 $101,000
Q4 2017 Feb 08, 2018	SELL	$70.29 - $77.63 $913 - $1,009	-13 Reduced 0.74%	1,741 $128,000
Q3 2017 Oct 27, 2017	BUY	$70.24 - $74.55 $913 - $969	13 Added 0.75%	1,754 $123,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,741	1,741 $0

Others Institutions Holding AEP

# of Institutions

1,574

Shares Held

396M

Call Options Held

3.37M

Put Options Held

1.35M

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 $53.5B
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...

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Loring Wolcott & Coolidge Fiduciary Advisors LLP American Electric Power CO Inc Transaction History