Number of Shares
222,350.00
Current Holdings Value*
$23.07 Mil
% of Portfolio
9.27%
Total Estimate Gain
$5.09 Mil
% of Total Estimate Gain
24.50%

Heathbridge Capital Management Ltd.'s American Electric Power Co Inc Holding Summary

As of 2025-06-30, Heathbridge Capital Management Ltd. held 222,350.00 shares of American Electric Power Co Inc(AEP), totaling $23.07 Mil. This investment constitutes 9.27% of their stock portfolio, and Heathbridge Capital Management Ltd. now holds 0.04% of the outstanding American Electric Power Co Inc(AEP) stock.

The initial trade took place in 2023Q1. And since then Heathbridge Capital Management Ltd. has made 5 purchases of AEP, at an average price of $86.69, for a total of 239,650.00 shares. In addition, there have been 5 sales at an average price of $94.52 for 17,300.00 shares. Based on historical transaction data and AEP's current price of $108.97, Heathbridge Capital Management Ltd.'s estimated gain on his AEP holdings is $5.09 Mil, reflecting a 24.50% gain to date.

Heathbridge Capital Management Ltd. AEP ($108.97) Holding Chart

Heathbridge Capital Management Ltd. AEP ($108.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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