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 5,028 shares of AEP stock, worth $513,207. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,028
Previous 5,042 0.28%
Holding current value
$513,207
Previous $434,000 1.61%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN ELECTRIC POWER CO INC


  • Ticker AEP
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 513,864,000
  • Market Cap $52.5B
  • 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...
More about AEP
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