Mount Yale Investment Advisors, LLC American Electric Power CO Inc Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$88.41 - $104.49 $12,023 - $14,210	-136 Reduced 2.3%	5,768 $553,000
Q1 2022 May 03, 2022	BUY	$84.64 - $99.77 $78,461 - $92,486	927 Added 18.63%	5,904 $589,000
Q4 2021 Feb 02, 2022	SELL	$80.28 - $88.97 $71,609 - $79,361	-892 Reduced 15.2%	4,977 $443,000
Q3 2021 Nov 02, 2021	SELL	$81.18 - $91.08 $7,712 - $8,652	-95 Reduced 1.59%	5,869 $476,000
Q2 2021 Aug 04, 2021	BUY	$82.35 - $90.14 $14,081 - $15,413	171 Added 2.95%	5,964 $505,000
Q1 2021 May 04, 2021	SELL	$74.85 - $85.84 $10,404 - $11,931	-139 Reduced 2.34%	5,793 $491,000
Q4 2020 Feb 12, 2021	SELL	$80.71 - $93.59 $23,405 - $27,141	-290 Reduced 4.66%	5,932 $494,000
Q3 2020 Nov 16, 2020	BUY	$77.82 - $89.28 $67,003 - $76,870	861 Added 16.06%	6,222 $508,000
Q2 2020 Jul 09, 2020	BUY	$72.5 - $87.91 $362 - $439	5 Added 0.09%	5,361 $427,000
Q1 2020 May 04, 2020	BUY	$70.0 - $104.33 $64,890 - $96,713	927 Added 20.93%	5,356 $428,000
Q4 2019 Feb 13, 2020	BUY	$88.5 - $95.72 $44,338 - $47,955	501 Added 12.75%	4,429 $462,000
Q3 2019 Nov 14, 2019	BUY	$87.81 - $94.59 $23,620 - $25,444	269 Added 7.35%	3,928 $348,000
Q2 2019 Aug 13, 2019	BUY	$82.62 - $91.55 $4,626 - $5,126	56 Added 1.55%	3,659 $328,000
Q1 2019 May 15, 2019	SELL	$72.77 - $85.98 $5,821 - $6,878	-80 Reduced 2.17%	3,603 $302,000
Q4 2018 Feb 14, 2019	SELL	$70.22 - $80.36 $27,034 - $30,938	-385 Reduced 9.46%	3,683 $295,000
Q3 2018 Nov 13, 2018	BUY	$68.87 - $73.4 $280,163 - $298,591	4,068 New	4,068 $306,000
Q2 2018 Aug 22, 2018	SELL	$62.93 - $70.55 $3,461 - $3,880	-55 Closed	0 $0
Q1 2018 Jun 25, 2018	BUY	$63.38 - $72.41 $3,485 - $3,982	55 New	55 $4,000

Others Institutions Holding AEP

# of Institutions

1,662

Shares Held

404M

Call Options Held

3.12M

Put Options Held

2.04M

Vanguard Group Inc Valley Forge, PA

50.9M
Shares

$4.98 Billion
0.1% of portfolio
Black Rock Inc. New York, NY

45.4M
Shares

$4.45 Billion
0.09% of portfolio
State Street Corp Boston, MA

26.9M
Shares

$2.63 Billion
0.11% of portfolio
Wellington Management Group LLP Boston, MA

20.9M
Shares

$2.04 Billion
0.38% of portfolio
Gqg Partners LLC Ft. Lauderdale, FL

14.5M
Shares

$1.42 Billion
2.34% of portfolio

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 $50.3B
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

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