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 1,660 institutions that hold shares in the stock, with a total of 404 Million shares, which have been reported (via 13F filing form) to have a value of $39.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
6,440
shares
|
$628,479
0.3% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
6,397
shares
|
$624,283
0.08% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
6,394
shares
|
$623,990
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,307
shares
|
$615,500
0.01% of portfolio
|
Q1 2024
Added 9.06%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,267
shares
|
$611,596
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
6,248
shares
|
$609,742
0.03% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
6,248
shares
|
$609,742
0.52% of portfolio
|
Q1 2024
Reduced 98.35%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
6,240
shares
|
$608,961
0.05% of portfolio
|
Q3 2022
Added 7.59%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
6,236
shares
|
$608,571
0.05% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
6,228
shares
|
$607,790
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
6,201
shares
|
$605,155
0.07% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,175
shares
|
$602,618
0.01% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,113
shares
|
$596,567
0.03% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
6,100
shares
|
$595,299
0.07% of portfolio
|
Q2 2024
Reduced 13.48%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,063
shares
|
$591,688
0.04% of portfolio
|
Q3 2023
Added 3.77%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
6,048
shares
|
$590,224
0.1% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,046
shares
|
$590,029
0.0% of portfolio
|
Q3 2024
Reduced 96.51%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
6,022
shares
|
$587,686
0.09% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,011
shares
|
$586,613
0.01% of portfolio
|
Q3 2024
Added 54.13%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,008
shares
|
$586,320
0.21% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
5,908
shares
|
$576,561
0.25% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
5,881
shares
|
$573,926
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,854
shares
|
$571,291
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
5,798
shares
|
$565,826
0.2% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
5,796
shares
|
$565,631
0.01% of portfolio
|
Q3 2024
Reduced 25.9%
|