Summit Financial Strategies, Inc. American Electric Power CO Inc Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in American Electric Power CO Inc stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,998 shares of AEP stock, worth $566,023. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,998

Previous 5,154 3.03%

Holding current value

$566,023

Previous $563,000 7.99%

% of portfolio

0.05%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$98.59 - $109.11 $15,380 - $17,021	-156 Reduced 3.03%	4,998 $518,000
Q1 2025 May 12, 2025	SELL	$90.32 - $109.27 $10,477 - $12,675	-116 Reduced 2.2%	5,154 $563,000
Q4 2024 Jan 22, 2025	BUY	$90.91 - $102.21 $31,091 - $34,955	342 Added 6.94%	5,270 $486,000
Q3 2024 Oct 16, 2024	SELL	$87.11 - $104.95 $8,711 - $10,495	-100 Reduced 1.99%	4,928 $505,000
Q2 2024 Jul 19, 2024	SELL	$79.51 - $92.67 $1,113 - $1,297	-14 Reduced 0.28%	5,028 $441,000
Q3 2023 Oct 24, 2023	SELL	$74.67 - $87.93 $37,036 - $43,613	-496 Reduced 8.96%	5,042 $379,000
Q2 2023 Jul 21, 2023	BUY	$81.62 - $94.89 $816 - $948	10 Added 0.18%	5,538 $466,000
Q1 2023 Apr 21, 2023	BUY	$85.41 - $97.95 $256,315 - $293,947	3,001 Added 118.76%	5,528 $502,000
Q4 2022 Jan 20, 2023	SELL	$82.99 - $98.62 $124,484 - $147,930	-1,500 Reduced 37.25%	2,527 $0
Q3 2022 Oct 21, 2022	BUY	$55.46 - $105.18 $83,190 - $157,770	1,500 Added 59.36%	4,027 $348,000
Q1 2022 May 04, 2022	BUY	$84.64 - $99.77 $1,438 - $1,696	17 Added 0.68%	2,527 $252,000
Q3 2021 Nov 10, 2021	SELL	$81.18 - $91.08 $1,785 - $2,003	-22 Reduced 0.87%	2,510 $204,000
Q2 2021 Aug 11, 2021	BUY	$82.35 - $90.14 $208,510 - $228,234	2,532 New	2,532 $214,000

Others Institutions Holding AEP

# of Institutions

1,880

Shares Held

445M

Call Options Held

4.41M

Put Options Held

1.53M

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 $58.2B
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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Summit Financial Strategies, Inc. American Electric Power CO Inc Transaction History