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 1,874 institutions that hold shares in the stock, with a total of 439 Million shares, which have been reported (via 13F filing form) to have a value of $47.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
12,378
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
12,345
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
12,339
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
12,291
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 334.62%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
12,291
shares
|
$1.33 Million
0.69% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
12,244
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Aug 13, 2025 Q2 2025 |
12,244
shares
|
$1.33 Million
0.22% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
12,240
shares
|
$1.33 Million
0.3% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
12,184
shares
|
$1.32 Million
0.26% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
12,129
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
12,039
shares
|
$1.3 Million
0.37% of portfolio
|
Q1 2024
Reduced 11.65%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,985
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
11,980
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
11,942
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
11,912
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
11,898
shares
|
$1.29 Million
0.42% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
11,893
shares
|
$1.29 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,888
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.79%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
11,877
shares
|
$1.29 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
11,869
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
11,867
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
11,839
shares
|
$1.28 Million
0.11% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
11,773
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
11,770
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 46.17%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
11,764
shares
|
$1.27 Million
0.14% of portfolio
|
Q2 2025
Added 1.55%
|