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

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 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 $606,257. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,998
Previous 4,998 -0.0%
Holding current value
$606,257
Previous $518,000 8.49%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,977
Shares Held
445M
Call Options Held
4.25M
Put Options Held
1.47M
View Full List

About AMERICAN ELECTRIC POWER CO INC

AEP Quotes by TradingView
  • 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 Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. 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 Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email