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 $47.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
40
shares
|
$4,302
0.0% of portfolio
|
Q1 2021
Reduced 76.47%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
40
shares
|
$4,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
35
shares
|
$3,764
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
33
shares
|
$3,549
0.0% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
32
shares
|
$3,441
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
31
shares
|
$3,334
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
31
shares
|
$3,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30
shares
|
$3,226
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
25
shares
|
$2,688
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
25
shares
|
$2,688
0.0% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
24
shares
|
$2,581
0.0% of portfolio
|
Q4 2023
Reduced 94.75%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
24
shares
|
$2,581
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
23
shares
|
$2,473
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$2,258
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
19
shares
|
$2,043
0.0% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
19
shares
|
$2,043
0.0% of portfolio
|
Q1 2022
Reduced 20.83%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
15
shares
|
$1,613
0.0% of portfolio
|
Q2 2024
Reduced 83.52%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
15
shares
|
$1,613
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
15
shares
|
$1,613
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
14
shares
|
$1,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
14
shares
|
$1,505
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
13
shares
|
$1,398
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
13
shares
|
$1,398
0.0% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12
shares
|
$1,290
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,290
0.0% of portfolio
|
Q2 2025
New holding
|