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 1,779 institutions that hold shares in the stock, with a total of 395 Million shares, which have been reported (via 13F filing form) to have a value of $42.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
74
shares
|
$8,017
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
74
shares
|
$8,017
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
68
shares
|
$7,367
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
67
shares
|
$7,258
0.0% of portfolio
|
Q1 2025
Added 204.55%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
65
shares
|
$7,042
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
64
shares
|
$6,933
0.0% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
61
shares
|
$6,608
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
60
shares
|
$6,500
0.0% of portfolio
|
Q1 2025
Reduced 98.47%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
59
shares
|
$6,392
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
59
shares
|
$6,392
0.0% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
56
shares
|
$6,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
51
shares
|
$5,525
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
50
shares
|
$5,417
0.0% of portfolio
|
Q4 2023
Reduced 21.88%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
50
shares
|
$5,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
50
shares
|
$5,417
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
48
shares
|
$5,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
45
shares
|
$4,875
0.0% of portfolio
|
Q1 2025
Reduced 27.42%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
42
shares
|
$4,550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
40
shares
|
$4,333
0.0% of portfolio
|
Q1 2021
Reduced 76.47%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
40
shares
|
$4,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
38
shares
|
$4,116
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
37
shares
|
$4,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
35
shares
|
$3,791
0.01% of portfolio
|
Q4 2024
Reduced 85.83%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
35
shares
|
$3,791
0.01% of portfolio
|
Q1 2025
Reduced 79.77%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
33
shares
|
$3,575
0.0% of portfolio
|
Q4 2024
Added 32.0%
|