A detailed history of Sugarloaf Wealth Management, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 992 shares of AEP stock, worth $95,718. This represents 0.02% of its overall portfolio holdings.

Number of Shares
992
Previous 987 0.51%
Holding current value
$95,718
Previous $86,000 17.44%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 08, 2024

BUY
$87.11 - $104.95 $435 - $524
5 Added 0.51%
992 $101,000
Q2 2024

Jul 08, 2024

BUY
$79.51 - $92.67 $20,593 - $24,001
259 Added 35.58%
987 $86,000
Q1 2024

Apr 23, 2024

SELL
$75.94 - $86.1 $32,122 - $36,420
-423 Reduced 36.75%
728 $62,000
Q4 2023

Jan 10, 2024

SELL
$71.33 - $83.57 $18,260 - $21,393
-256 Reduced 18.19%
1,151 $93,000
Q3 2023

Nov 13, 2023

BUY
$74.67 - $87.93 $74 - $87
1 Added 0.07%
1,407 $105,000
Q2 2023

Jul 13, 2023

BUY
$81.62 - $94.89 $163 - $189
2 Added 0.14%
1,406 $118,000
Q4 2022

Feb 03, 2023

BUY
$82.99 - $98.62 $82 - $98
1 Added 0.07%
1,404 $133,000
Q3 2022

Oct 11, 2022

BUY
$55.46 - $105.18 $55 - $105
1 Added 0.07%
1,403 $122,000
Q2 2022

Jul 12, 2022

BUY
$88.41 - $104.49 $88 - $104
1 Added 0.07%
1,402 $134,000
Q1 2022

Apr 25, 2022

BUY
$84.64 - $99.77 $84 - $99
1 Added 0.07%
1,401 $140,000
Q4 2021

Jan 20, 2022

BUY
$80.28 - $88.97 $80 - $88
1 Added 0.07%
1,400 $125,000
Q3 2021

Oct 20, 2021

SELL
$81.18 - $91.08 $8,280 - $9,290
-102 Reduced 6.8%
1,399 $114,000
Q2 2021

Jul 20, 2021

BUY
$82.35 - $90.14 $8,564 - $9,374
104 Added 7.44%
1,501 $127,000
Q1 2021

Apr 19, 2021

BUY
$74.85 - $85.84 $74 - $85
1 Added 0.07%
1,397 $118,000
Q4 2020

Feb 03, 2021

SELL
$80.71 - $93.59 $1,049 - $1,216
-13 Reduced 0.92%
1,396 $116,000
Q3 2020

Nov 03, 2020

BUY
$77.82 - $89.28 $77 - $89
1 Added 0.07%
1,409 $115,000
Q2 2020

Jul 21, 2020

BUY
$72.5 - $87.91 $72 - $87
1 Added 0.07%
1,408 $112,000
Q1 2020

Apr 15, 2020

SELL
$70.0 - $104.33 $13,020 - $19,405
-186 Reduced 11.68%
1,407 $113,000
Q4 2019

Jan 29, 2020

BUY
$88.5 - $95.72 $140,980 - $152,481
1,593 New
1,593 $151,000

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 $49.6B
  • 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 Sugarloaf Wealth Management, LLC Portfolio

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

News

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