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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,170
shares
|
$343,501
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,165
shares
|
$342,959
0.41% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
3,164
shares
|
$342,851
0.0% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
3,162
shares
|
$342,634
0.01% of portfolio
|
Q2 2025
Reduced 69.06%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
3,160
shares
|
$342,417
0.06% of portfolio
|
Q2 2023
Reduced 3.89%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
3,158
shares
|
$342,200
0.21% of portfolio
|
Q2 2023
Added 5.27%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,142
shares
|
$340,467
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,122
shares
|
$338,299
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
3,119
shares
|
$337,974
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
3,118
shares
|
$337,866
0.01% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
3,116
shares
|
$337,649
0.15% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,109
shares
|
$336,891
0.02% of portfolio
|
Q4 2023
Reduced 8.72%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
3,099
shares
|
$335,807
0.03% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,094
shares
|
$335,265
0.08% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
3,089
shares
|
$334,724
0.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
3,082
shares
|
$333,965
0.12% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
3,078
shares
|
$333,532
0.07% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,076
shares
|
$333,315
0.07% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
3,072
shares
|
$332,881
0.05% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
3,065
shares
|
$332,123
0.08% of portfolio
|
Q2 2025
Reduced 22.03%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
3,060
shares
|
$331,581
0.09% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
3,057
shares
|
$331,256
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
3,048
shares
|
$330,281
0.01% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
3,046
shares
|
$330,064
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
3,040
shares
|
$329,414
0.02% of portfolio
|
Q2 2025
Reduced 6.86%
|