Walled Lake Planning & Wealth Management, LLC American Electric Power CO Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$80.28 - $88.97 $40,862 - $45,285	-509 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$81.18 - $91.08 $405 - $455	5 Added 0.99%	509 $41,000
Q2 2021 Aug 16, 2021	BUY	$82.35 - $90.14 $329 - $360	4 Added 0.8%	504 $43,000
Q1 2021 May 17, 2021	BUY	$74.85 - $85.84 $374 - $429	5 Added 1.01%	500 $42,000
Q4 2020 Feb 19, 2021	SELL	$80.71 - $93.59 $21,307 - $24,707	-264 Reduced 34.78%	495 $41,000
Q3 2020 Nov 13, 2020	BUY	$77.82 - $89.28 $311 - $357	4 Added 0.53%	759 $62,000
Q2 2020 Aug 18, 2020	BUY	$72.5 - $87.91 $290 - $351	4 Added 0.53%	755 $60,000
Q1 2020 May 15, 2020	BUY	$70.0 - $104.33 $280 - $417	4 Added 0.54%	751 $60,000
Q4 2019 May 15, 2020	BUY	$88.5 - $95.72 $66,109 - $71,502	747 New	747 $71,000

Others Institutions Holding AEP

# of Institutions

1,608

Shares Held

399M

Call Options Held

3.37M

Put Options Held

1.35M

Vanguard Group Inc Valley Forge, PA

50.1M
Shares

$4.87 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

45.4M
Shares

$4.42 Billion
0.09% of portfolio
State Street Corp Boston, MA

25.8M
Shares

$2.51 Billion
0.1% of portfolio
Wellington Management Group LLP Boston, MA

20.8M
Shares

$2.03 Billion
0.33% of portfolio
Geode Capital Management, LLC Boston, MA

12.2M
Shares

$1.18 Billion
0.1% of portfolio

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 $50B
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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