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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
7,373
shares
|
$798,790
0.03% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
7,367
shares
|
$798,140
0.11% of portfolio
|
Q3 2023
Reduced 22.12%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
7,365
shares
|
$797,924
0.02% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,310
shares
|
$791,965
0.05% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
7,290
shares
|
$789,798
0.61% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
7,290
shares
|
$789,798
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
7,262
shares
|
$786,765
0.13% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,255
shares
|
$786,006
0.14% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
7,209
shares
|
$781,023
0.08% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,188
shares
|
$778,747
0.01% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
7,186
shares
|
$778,531
0.03% of portfolio
|
Q2 2025
Added 267.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,185
shares
|
$778,422
0.09% of portfolio
|
Q2 2025
Reduced 29.75%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
7,175
shares
|
$777,339
0.71% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
7,139
shares
|
$773,439
0.09% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
7,086
shares
|
$767,697
0.16% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,047
shares
|
$763,471
0.05% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
7,032
shares
|
$761,846
0.19% of portfolio
|
Q2 2025
Added 79.94%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
6,936
shares
|
$751,446
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,933
shares
|
$751,121
0.03% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
6,925
shares
|
$750,254
0.17% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,878
shares
|
$745,162
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,802
shares
|
$736,928
0.01% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,789
shares
|
$735,520
0.04% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
6,788
shares
|
$735,411
0.08% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
6,771
shares
|
$733,570
0.08% of portfolio
|
Q1 2025
Reduced 0.25%
|