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 |
|---|---|---|---|---|---|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,463
shares
|
$266,890
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,456
shares
|
$266,132
0.01% of portfolio
|
Q3 2022
Added 12.45%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,453
shares
|
$265,807
0.03% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
2,452
shares
|
$265,698
0.03% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
2,452
shares
|
$265,698
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
2,437
shares
|
$264,073
0.07% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,435
shares
|
$263,856
0.06% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,435
shares
|
$263,856
0.05% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
2,427
shares
|
$262,989
0.01% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,418
shares
|
$262,014
0.09% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
2,418
shares
|
$262,014
0.07% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,414
shares
|
$261,581
0.01% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
2,414
shares
|
$261,581
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,396
shares
|
$259,630
0.03% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,389
shares
|
$258,872
0.03% of portfolio
|
Q2 2022
Reduced 1.97%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
2,378
shares
|
$257,680
0.07% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
2,377
shares
|
$257,571
0.04% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
2,376
shares
|
$257,463
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
2,369
shares
|
$256,704
0.0% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,368
shares
|
$256,596
0.2% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,368
shares
|
$256,596
0.11% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,366
shares
|
$256,379
0.02% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,360
shares
|
$255,729
0.02% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
2,352
shares
|
$254,862
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,346
shares
|
$254,212
0.03% of portfolio
|
Q2 2025
New holding
|