A detailed history of True Wealth Design, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 304 shares of AEP stock, worth $36,875. This represents 0.01% of its overall portfolio holdings.

Number of Shares
304
Previous 439 30.75%
Holding current value
$36,875
Previous $49.4 Million 28.98%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

SELL
$112.75 - $122.73 $15,221 - $16,568
-135 Reduced 30.75%
304 $35.1 Million
Q3 2025

Oct 21, 2025

BUY
$103.26 - $115.0 $38,515 - $42,895
373 Added 565.15%
439 $49.4 Million
Q2 2025

Aug 06, 2025

BUY
$98.59 - $109.11 $985 - $1,091
10 Added 17.86%
66 $6.82 Million
Q1 2025

May 13, 2025

BUY
$90.32 - $109.27 $2,619 - $3,168
29 Added 107.41%
56 $6.09 Million
Q4 2024

Feb 14, 2025

BUY
$90.91 - $102.21 $1,181 - $1,328
13 Added 92.86%
27 $2.47 Million
Q3 2024

Nov 14, 2024

SELL
$87.11 - $104.95 $2,874 - $3,463
-33 Reduced 70.21%
14 $1.44 Million
Q2 2024

Aug 14, 2024

BUY
$79.51 - $92.67 $2,941 - $3,428
37 Added 370.0%
47 $4.12 Million
Q1 2024

May 14, 2024

BUY
$75.94 - $86.1 $303 - $344
4 Added 66.67%
10 $861,000
Q1 2023

May 12, 2023

SELL
$85.41 - $97.95 $24,427 - $28,013
-286 Reduced 97.95%
6 $546,000
Q4 2022

Feb 15, 2023

BUY
$82.99 - $98.62 $24,233 - $28,797
292 New
292 $27.7 Million

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 $62.3B
  • 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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.