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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
360
shares
|
$39,009
0.01% of portfolio
|
Q2 2022
Added 28.57%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
353
shares
|
$38,251
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
341
shares
|
$36,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
340
shares
|
$36,842
0.02% of portfolio
|
Q2 2025
Reduced 42.37%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
339
shares
|
$36,734
0.02% of portfolio
|
Q2 2024
Reduced 92.31%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
322
shares
|
$34,891
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
320
shares
|
$34,675
0.01% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
320
shares
|
$34,675
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
313
shares
|
$33,916
0.01% of portfolio
|
Q2 2025
Added 277.11%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
310
shares
|
$33,591
0.0% of portfolio
|
Q2 2025
Added 3000.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
307
shares
|
$33,266
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
305
shares
|
$33,049
0.02% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
300
shares
|
$32,508
0.01% of portfolio
|
Q3 2022
Reduced 51.22%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$32,508
0.0% of portfolio
|
Q2 2025
Reduced 52.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
300
shares
|
$32,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
294
shares
|
$31,857
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
283
shares
|
$30,665
0.0% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
282
shares
|
$30,557
0.0% of portfolio
|
Q2 2025
Added 166.04%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
282
shares
|
$30,557
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
277
shares
|
$30,015
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
275
shares
|
$29,799
0.01% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
270
shares
|
$29,257
0.01% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
267
shares
|
$28,932
0.01% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
266
shares
|
$28,823
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
258
shares
|
$27,956
0.02% of portfolio
|
Q4 2024
New holding
|