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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,415
shares
|
$478,321
0.05% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,369
shares
|
$473,337
0.04% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
4,368
shares
|
$473,229
0.18% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,366
shares
|
$473,012
0.06% of portfolio
|
Q2 2025
Added 52.13%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,357
shares
|
$472,037
0.1% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
4,327
shares
|
$468,787
0.03% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,320
shares
|
$468,028
0.11% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
4,310
shares
|
$466,945
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,300
shares
|
$465,862
0.04% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,296
shares
|
$465,428
0.11% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,290
shares
|
$464,778
0.12% of portfolio
|
Q3 2022
Reduced 0.33%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
4,270
shares
|
$462,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,253
shares
|
$460,770
0.02% of portfolio
|
Q2 2025
Reduced 54.85%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
4,235
shares
|
$458,819
0.04% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
4,224
shares
|
$457,628
0.09% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
4,218
shares
|
$456,978
0.36% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
4,198
shares
|
$454,811
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
4,193
shares
|
$454,269
0.21% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
4,180
shares
|
$452,861
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,158
shares
|
$450,477
0.04% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,147
shares
|
$449,285
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,140
shares
|
$448,527
0.03% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,124
shares
|
$446,794
0.03% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
4,113
shares
|
$445,602
0.02% of portfolio
|
Q2 2025
Added 67.74%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
4,110
shares
|
$445,277
0.25% of portfolio
|
Q2 2025
Added 7.31%
|