American Electric Power (AEP) Institutional Ownership

$85.26
-1.60 (-1.84%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for American Electric Power (NASDAQ:AEP)

Current
Institutional Ownership
Percentage
75.24%
Number of
Institutional Buyers
(last 12 months)
869
Total
Institutional Inflows
(last 12 months)
$4.05B
Number of
Institutional Sellers
(last 12 months)
632
Total
Institutional Outflows
(last 12 months)
$3.62B
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AEP Institutional Buying and Selling by Quarter

American Electric Power Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024 Maple Brown Abbott Ltd1,238,580$106.63M10.9%-26.7%0.235%
4/26/2024Pinnacle Associates Ltd.36,128$3.11M0.0%-11.3%0.007%
4/26/2024Securian Asset Management Inc.30,973$2.67M0.1%-7.0%0.006%
4/26/2024Plan Group Financial LLC4,814$415K0.3%+47.2%0.001%
4/26/2024BLB&B Advisors LLC3,059$263K0.0%-10.2%0.001%
4/26/2024Planned Solutions Inc.3,288$283K0.1%+75.3%0.001%
4/26/2024UMB Bank n.a.40,103$3.45M0.1%-1.4%0.008%
4/26/2024Advisors Management Group Inc. ADV42,113$3.63M0.9%-2.7%0.008%
4/26/2024Northwest Bancshares Inc.4,877$420K0.1%+65.5%0.001%
4/26/2024Yousif Capital Management LLC79,103$6.81M0.1%-10.2%0.015%
4/26/2024Schmidt P J Investment Management Inc.2,612$225K0.0%-17.8%0.000%
4/26/2024YHB Investment Advisors Inc.335$29K0.0%N/A0.000%
4/26/2024ZWJ Investment Counsel Inc.393,073$33.84M1.5%+27.2%0.075%
4/26/2024First National Trust Co85,365$7.35M0.3%+5.1%0.016%
4/26/2024Sumitomo Life Insurance Co.9,606$827K0.0%-3.4%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.37,970$3.27M0.1%N/A0.007%
4/26/2024Verdence Capital Advisors LLC18,248$1.57M0.1%+20.4%0.003%
4/26/2024Checchi Capital Advisers LLC6,656$573K0.0%+4.5%0.001%
4/26/2024Meridian Wealth Management LLC5,391$464K0.1%-14.9%0.001%
4/26/2024Bogart Wealth LLC1,650$142K0.0%+7.8%0.000%
4/25/2024Lindbrook Capital LLC2,522$217K0.0%-22.3%0.000%
4/25/2024New York State Teachers Retirement System495,882$42.70M0.1%+0.0%0.094%
4/25/2024W Advisors LLC3,313$285K0.2%N/A0.001%
4/25/2024Bank of New York Mellon Corp3,862,414$332.55M0.1%-2.7%0.733%
4/25/2024Carmel Capital Partners LLC2,960$255K0.1%+11.2%0.001%
4/25/2024Equitable Trust Co.13,386$1.15M0.1%N/A0.003%
4/25/2024Schnieders Capital Management LLC10,758$926K0.2%+29.1%0.002%
4/25/2024Smith Chas P & Associates PA Cpas4,482$386K0.0%-8.1%0.001%
4/25/2024Capital Investment Advisory Services LLC4,465$384K0.0%-6.5%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 96,722$8.33M0.0%+2.2%0.018%
4/25/2024L.M. Kohn & Company2,470$213K0.1%N/A0.000%
4/25/2024Aaron Wealth Advisors LLC2,389$206K0.0%N/A0.000%
4/25/2024 Valeo Financial Advisors LLC16,315$1.41M0.0%-12.5%0.003%
4/25/2024Eudaimonia Advisors LLC8,394$723K0.4%-5.6%0.002%
4/25/2024Randolph Co Inc34,846$3M0.4%-67.1%0.007%
4/25/2024Telos Capital Management Inc.60,515$5.21M0.6%+1.6%0.011%
4/25/2024 Summit Financial LLC10,875$936K0.1%+2.4%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.132,300$11.39M0.0%+3.4%0.025%
4/24/2024 Private Trust Co. NA9,586$825K0.1%+4.7%0.002%
4/24/2024 Family Legacy Inc.5,733$494K0.2%-27.2%0.001%
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4/24/2024 Premier Path Wealth Partners LLC5,806$500K0.1%-8.0%0.001%
4/24/2024 Hartford Financial Management Inc.2,800$241K0.1%-81.1%0.001%
4/24/2024 Marino Stram & Associates LLC10,944$942K0.2%+3.1%0.002%
4/24/2024 Dakota Wealth Management61,795$5.32M0.1%+12.6%0.012%
4/24/2024 Eastover Investment Advisors LLC72,600$6.25M3.1%-1.3%0.014%
4/24/2024 Simplicity Wealth LLC18,265$1.57M0.0%N/A0.003%
4/24/2024 Archford Capital Strategies LLC2,345$202K0.0%N/A0.000%
4/24/2024 Avitas Wealth Management LLC14,397$1.24M0.2%+1.3%0.003%
4/24/2024 Spire Wealth Management3,162$272K0.0%+13.6%0.001%
4/24/2024 Essex Financial Services Inc.3,956$341K0.0%+31.9%0.001%
4/24/2024 Assenagon Asset Management S.A.36,816$3.17M0.0%-89.7%0.007%
4/23/2024 Godsey & Gibb Inc.193,144$16.63M1.8%+0.8%0.037%
4/23/2024 Global Retirement Partners LLC4,842$417K0.0%-47.2%0.001%
4/23/2024 Morton Brown Family Wealth LLC424$37K0.0%N/A0.000%
4/23/2024 Louisiana State Employees Retirement System71,900$6.19M0.1%-2.3%0.014%
4/23/2024 United Asset Strategies Inc.4,038$348K0.0%N/A0.001%
4/23/2024 Venturi Wealth Management LLC1,064$92K0.0%+67.6%0.000%
4/23/2024 Rational Advisors LLC538$46K0.0%N/A0.000%
4/23/2024 Amalgamated Bank107,613$9.27M0.1%-13.1%0.020%
4/23/2024 Nations Financial Group Inc. IA ADV6,294$542K0.0%-4.7%0.001%
4/23/2024 Gradient Investments LLC1,971$170K0.0%-62.5%0.000%
4/23/2024 New Mexico Educational Retirement Board26,538$2.29M0.1%-0.7%0.005%
4/23/2024 Tyche Wealth Partners LLC3,247$280K0.1%-37.6%0.001%
4/23/2024 Fifth Third Bancorp183,641$15.81M0.1%+1.9%0.035%
4/23/2024 Wesbanco Bank Inc.80,810$6.96M0.3%+5.5%0.015%
4/23/2024 Summit Trail Advisors LLC3,370$290K0.0%+11.3%0.001%
4/23/2024 Duncker Streett & Co. Inc.833$72K0.0%-37.5%0.000%
4/23/2024 Principle Wealth Partners LLC30,030$2.59M0.2%+51.0%0.006%
4/23/2024 Strategic Blueprint LLC23,438$2.02M0.1%+1.8%0.004%
4/23/2024 Bank of Stockton4,951$426K0.1%+16.1%0.001%
4/23/2024 Accurate Wealth Management LLC7,448$627K0.2%+27.2%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.225,334$19.40M0.0%+1.9%0.043%
4/23/2024 Stonegate Investment Group LLC5,962$513K0.0%+11.5%0.001%
4/22/2024 Confluence Wealth Services Inc.3,088$266K0.0%-5.0%0.001%
4/22/2024 Harbour Trust & Investment Management Co4,367$376K0.0%-20.4%0.001%
4/22/2024 HF Advisory Group LLC4,422$381K0.2%+7.3%0.001%
4/22/2024 PFG Investments LLC25,018$2.15M0.1%+746.3%0.005%
4/22/2024 Parsons Capital Management Inc. RI4,296$370K0.0%-5.5%0.001%
4/22/2024 CKW Financial Group550$47K0.0%N/A0.000%
4/22/2024 Donaldson Capital Management LLC6,358$547K0.0%-13.0%0.001%
4/22/2024 Raymond James & Associates1,221,179$105.14M0.1%+7.9%0.232%
4/22/2024 IFM Investors Pty Ltd173,809$14.97M0.2%+3.2%0.033%
4/22/2024 Everpar Advisors LLC8,224$708K0.4%-23.0%0.002%
4/20/2024 Maryland State Retirement & Pension System41,333$3.33M0.1%+3.1%0.008%
4/20/2024 Cohen Investment Advisors LLC5,021$432K0.3%-3.0%0.001%
4/19/2024 Everett Harris & Co. CA3,861$332K0.0%-15.0%0.001%
4/19/2024 American National Bank & Trust Co. VA8,308$715K0.2%N/A0.002%
4/19/2024 Retirement Guys Formula LLC7,307$629K0.3%N/A0.001%
4/19/2024 Accel Wealth Management3,103$267K0.1%+16.0%0.001%
4/19/2024 First Trust Direct Indexing L.P.13,043$1.12M0.1%+1.4%0.002%
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4/19/2024 Fluent Financial LLC59,548$5.13M2.8%-1.3%0.011%
4/19/2024 Norden Group LLC83,402$7.18M0.1%N/A0.016%
4/19/2024 State of Alaska Department of Revenue89,408$7.70M0.1%-10.1%0.017%
4/19/2024 Denali Advisors LLC300$26K0.0%N/A0.000%
4/19/2024 Valeo Financial Advisors LLC16,178$1.39M0.0%-13.2%0.003%
4/19/2024 Carret Asset Management LLC62,291$5.36M0.6%+3.1%0.012%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,389,249$119.61M0.1%+1.6%0.264%
4/18/2024 SeaCrest Wealth Management LLC11,058$952K0.1%-18.1%0.002%
4/18/2024 Eagle Ridge Investment Management2,366$204K0.0%N/A0.000%
4/18/2024 Capital Advisors Ltd. LLC869$75K0.0%+27.4%0.000%
(Data available from 1/1/2016 forward)

AEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AEP shares?

During the previous two years, 1,498 institutional investors and hedge funds held shares of American Electric Power. The most heavily invested institutionals were Aspire Private Capital LLC ($47.73B), Vanguard Group Inc. ($4.00B), BlackRock Inc. ($3.45B), Whalerock Point Partners LLC ($2.32B), Wellington Management Group LLP ($2.31B), State Street Corp ($2.29B), and Morgan Stanley ($1.12B).Learn more on AEP's institutional investors.

What percentage of American Electric Power stock is owned by institutional investors?

75.24% of American Electric Power stock is owned by institutional investors. Learn more on AEP's institutional investor holdings.

Which institutional investors have been buying American Electric Power stock?

Of the 1,310 institutional investors that purchased American Electric Power stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($5.41M), Lazard Asset Management LLC ($4.33M), Nomura Holdings Inc. ($4.33M), State Street Corp ($3.67M), Vanguard Group Inc. ($3.50M), Envestnet Asset Management Inc. ($2.91M), and Providence Capital Advisors LLC ($2.35M).

How much institutional buying is happening at American Electric Power?

Institutional investors have bought a total of 89,973,461 shares in the last 24 months. This purchase volume represents approximately $9.38B in transactions.

Which American Electric Power major shareholders have been selling company stock?

Of the 901 institutional investors that sold American Electric Power stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GQG Partners LLC ($6.68M), Franklin Resources Inc. ($6.42M), Putnam Investments LLC ($3.76M), Brookfield Corp ON ($3.31M), Ameriprise Financial Inc. ($2.76M), Massachusetts Financial Services Co. MA ($2.50M), and Federated Hermes Inc. ($2.34M).

How much institutional selling is happening at American Electric Power?

Institutional investors have sold a total of 71,802,328 shares in the last 24 months. This volume of shares sold represents approximately $6.78B in transactions.


This page (NASDAQ:AEP) was last updated on 4/28/2024 by MarketBeat.com Staff

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