Latest Institutional Transactions on American Electric Power CO Inc (AEP)
This table provides information on the latest institutional transactions involving American Electric Power CO Inc (AEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
5+ 0.12% |
$564 - $614
|
4.04K
$491K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.54KNew |
$286K - $312K
|
2.54K
$308K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.85KNew |
$208K - $227K
|
1.85K
$224K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.52K- 14.68% |
$284K - $310K
|
14.7K
$1.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
150+ 13.5% |
$16.9K - $18.4K
|
1.26K
$153K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
1.76KNew |
$199K - $216K
|
1.76K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.37KNew |
$267K - $291K
|
2.37K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.25K+ 48.26% |
$141K - $153K
|
3.84K
$466K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-563- 8.94% |
$63.5K - $69.1K
|
5.73K
$696K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$218K - $238K
|
1.94K
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 2.1% |
$11.3K - $12.3K
|
4.85K
$589K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24+ 36.92% |
$2.71K - $2.95K
|
89
$10.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.3K+ 141.04% |
$484K - $527K
|
7.34K
$891K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
72.5KNew |
$8.18M - $8.9M
|
72.5K
$8.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-636- 5.13% |
$71.7K - $78.1K
|
11.8K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-981- 18.32% |
$111K - $120K
|
4.37K
$530K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.21% |
$1.01K - $1.1K
|
4.27K
$517K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
199+ 7.1% |
$22.4K - $24.4K
|
3K
$364K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11+ 0.22% |
$1.24K - $1.35K
|
5.09K
$617K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.16K- 1.96% |
$130K - $142K
|
57.8K
$7.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.11K- 20.88% |
$125K - $136K
|
4.19K
$509K
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
1.1K+ 31.43% |
$124K - $135K
|
4.6K
$558K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
58K+ 982.99% |
$6.54M - $7.12M
|
63.9K
$7.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.59K- 13.28% |
$179K - $195K
|
10.4K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
720+ 9.37% |
$81.2K - $88.4K
|
8.41K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12.1K+ 117.82% |
$1.36M - $1.49M
|
22.4K
$2.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$113 - $123
|
3.09K
$375K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
364+ 4.95% |
$41K - $44.7K
|
7.72K
$937K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
104+ 5.67% |
$11.7K - $12.8K
|
1.94K
$235K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-194- 6.73% |
$21.9K - $23.8K
|
2.69K
$326K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.05KNew |
$232K - $252K
|
2.05K
$249K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-44- 0.95% |
$4.96K - $5.4K
|
4.56K
$554K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
83+ 4.63% |
$9.36K - $10.2K
|
1.88K
$228K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-75- 3.3% |
$8.46K - $9.2K
|
2.2K
$267K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.35% |
$113 - $123
|
286
$34.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
16.2K+ 266.97% |
$1.83M - $1.99M
|
22.3K
$2.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-480- 36.2% |
$54.1K - $58.9K
|
846
$103K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
891+ 2.6% |
$100K - $109K
|
35.2K
$4.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
520+ 4.38% |
$58.6K - $63.8K
|
12.4K
$1.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-55- 3.61% |
$6.2K - $6.75K
|
1.47K
$178K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.87K+ 11.1% |
$324K - $352K
|
28.7K
$3.49M
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-508- 45.12% |
$52.5K - $58.4K
|
618
$75K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-621- 82.03% |
$64.1K - $71.4K
|
136
$16.5K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-804- 1.88% |
$83K - $92.5K
|
42K
$5.09M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
413+ 9.54% |
$42.6K - $47.5K
|
4.74K
$575K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 2.82% |
$72.3K - $80.5K
|
24.1K
$2.93M
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15.9K- 50.63% |
$1.64M - $1.82M
|
15.5K
$1.88M
|
|
|
Dec 05, 2025
Q3 2025
|
Saranac Partners LTD
London, |
BUY
|
- |
1.12KNew |
$116K - $129K
|
1.12K
$136K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-219- 6.78% |
$22.6K - $25.2K
|
3.01K
$365K
|
|
|
Dec 02, 2025
Q3 2025
|
Steadtrust LLC
Allen, TX |
BUY
|
- |
4.65KNew |
$480K - $535K
|
4.65K
$564K
|
|