A detailed history of Icon Wealth Advisors, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,158 shares of AEP stock, worth $112,789. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,158
Previous 2,175 46.76%
Holding current value
$112,789
Previous $187,000 45.99%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$79.51 - $92.67 $80,861 - $94,245
-1,017 Reduced 46.76%
1,158 $101,000
Q1 2024

May 15, 2024

SELL
$75.94 - $86.1 $11,239 - $12,742
-148 Reduced 6.37%
2,175 $187,000
Q4 2023

Feb 14, 2024

SELL
$71.33 - $83.57 $19,187 - $22,480
-269 Reduced 10.38%
2,323 $188,000
Q4 2022

Feb 14, 2023

BUY
$82.99 - $98.62 $30,789 - $36,588
371 Added 16.7%
2,592 $246,000
Q3 2022

Jan 25, 2023

BUY
$55.46 - $105.18 $123,176 - $233,604
2,221 New
2,221 $192,000

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 $50.1B
  • 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 Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.