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 1,888 institutions that hold shares in the stock, with a total of 445 Million shares, which have been reported (via 13F filing form) to have a value of $49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,290
shares
|
$472,586
0.12% of portfolio
|
Q3 2022
Reduced 0.33%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
4,271
shares
|
$470,493
0.04% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
4,258
shares
|
$469,061
0.19% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
4,235
shares
|
$466,527
0.04% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
4,227
shares
|
$465,646
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,226
shares
|
$465,536
0.01% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
4,225
shares
|
$465,426
0.01% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
4,224
shares
|
$465,315
0.09% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
4,218
shares
|
$464,654
0.36% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
4,180
shares
|
$460,468
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,147
shares
|
$456,833
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,140
shares
|
$456,062
0.03% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,124
shares
|
$454,299
0.03% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,110
shares
|
$452,757
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,100
shares
|
$451,656
0.39% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
4,096
shares
|
$451,215
0.1% of portfolio
|
Q4 2024
Added 36.53%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
4,085
shares
|
$450,003
0.03% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
4,079
shares
|
$449,342
0.07% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
4,069
shares
|
$448,241
0.12% of portfolio
|
Q3 2023
Added 1.65%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
4,042
shares
|
$445,266
0.1% of portfolio
|
Q2 2024
Reduced 27.07%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
4,041
shares
|
$445,156
0.04% of portfolio
|
Q4 2023
Added 22.79%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
4,030
shares
|
$443,944
0.11% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
4,030
shares
|
$443,944
0.15% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
4,022
shares
|
$443,063
0.47% of portfolio
|
Q4 2024
Reduced 42.76%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,005
shares
|
$441,190
0.02% of portfolio
|
Q1 2025
Added 3.89%
|