Institutional Ownership American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP). We have compiled data on the 1,658 institutions that hold shares in the stock, with a total of 402 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
85
shares
|
$8,332
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
84
shares
|
$8,234
0.0% of portfolio
|
Q3 2024
Reduced 58.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
78
shares
|
$7,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
77
shares
|
$7,548
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$7,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
74
shares
|
$7,254
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
69
shares
|
$6,764
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
68
shares
|
$6,666
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
66
shares
|
$6,469
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
65
shares
|
$6,371
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
64
shares
|
$6,273
0.0% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
62
shares
|
$6,077
0.0% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
62
shares
|
$6,077
0.0% of portfolio
|
Q4 2024
Added 29.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
62
shares
|
$6,077
0.0% of portfolio
|
Q4 2024
Reduced 71.3%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
61
shares
|
$5,979
0.0% of portfolio
|
Q3 2024
Reduced 89.24%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
61
shares
|
$5,979
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
59
shares
|
$5,783
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
53
shares
|
$5,195
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
51
shares
|
$4,999
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$4,901
0.0% of portfolio
|
Q4 2023
Reduced 21.88%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
45
shares
|
$4,411
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
44
shares
|
$4,313
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
42
shares
|
$4,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
40
shares
|
$3,921
0.0% of portfolio
|
Q1 2021
Reduced 76.47%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
40
shares
|
$3,921
0.0% of portfolio
|
Q4 2024
New holding
|