Filing Research | AEP - AMERICAN ELEC PWR CO INC Institutional Holdings

Snapshot holdings

50 / 611 loaded

#		Instrument	quantity
1	JOHNSON INVESTMENT COUNSEL INC	Shares	1.1MSH	$156.6M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	933.5KSH	$127.7M
3	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	903.8KSH	$123.6M
4	EASTERN BANK	Shares	424.2KSH	$58.0M
5	ZWJ INVESTMENT COUNSEL INC	Shares	392.7KSH	$53.7M
6	Nexus Investment Management ULC	Shares	388.1KSH	$53.1M
7	Welch Group, LLC	Shares	384.5KSH	$52.6M
8	GATEWAY INVESTMENT ADVISERS LLC	Shares	374.9KSH	$51.3M
9	Mirae Asset Global Investments Co., Ltd.	Shares	357.9KSH	$49.0M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	282.8KSH	$35.9M
11	Tema ETFs LLC	Shares	261.0KSH	$35.7M
12	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	240.8KSH	$32.9M
13	GODSEY & GIBB, INC	Shares	194.2KSH	$26.6M
14	QRG CAPITAL MANAGEMENT, INC.	Shares	163.9KSH	$22.4M
15	IFM Investors Pty Ltd	Shares	161.0KSH	$22.0M
16	Czech National Bank	Shares	154.9KSH	$21.2M
17	MATRIX ASSET ADVISORS INC/NY	Shares	154.5KSH	$21.1M
18	Randolph Co Inc	Shares	146.6KSH	$20.1M
19	Allen Mooney & Barnes Investment Advisors LLC	Shares	142.9KSH	$19.6M
20	Sequoia Financial Advisors, LLC	Shares	132.5KSH	$18.1M
21	Gradient Investments LLC	Shares	121.2KSH	$16.6M
22	Mediolanum International Funds Ltd	Shares	119.4KSH	$16.5M
23	Clarity Financial LLC	Shares	120.1KSH	$16.4M
24	Foster Victor Wealth Advisors, LLC	Shares	108.9KSH	$14.7M
25	Union Bancaire Privee, UBP SA	Shares	107.0KSH	$13.3M
26	First American Bank	Shares	93.8KSH	$12.8M
27	Assenagon Asset Management S.A.	Shares	92.7KSH	$12.7M
28	Cyndeo Wealth Partners, LLC	Shares	86.1KSH	$11.8M
29	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	85.7KSH	$11.7M
30	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	85.6KSH	$11.7M
31	Police & Firemen's Retirement System of New Jersey	Shares	82.3KSH	$11.3M
32	SALEM INVESTMENT COUNSELORS INC	Shares	82.3KSH	$11.3M
33	Merit Financial Group, LLC	Shares	77.8KSH	$10.6M
34	Goelzer Investment Management, Inc.	Shares	75.9KSH	$10.4M
35	TrueMark Investments, LLC	Shares	74.8KSH	$10.2M
36	PensionDanmark Pensionsforsikringsaktieselskab	Shares	68.9KSH	$9.4M
37	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	67.1KSH	$9.2M
38	Eastover Investment Advisors LLC	Shares	66.2KSH	$9.1M
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	65.5KSH	$9.0M
40	Slocum, Gordon & Co LLP	Shares	63.8KSH	$8.7M
41	Louisiana State Employees Retirement System	Shares	62.8KSH	$8.6M
42	Ellsworth Advisors, LLC	Shares	61.0KSH	$8.1M
43	Telos Capital Management, Inc.	Shares	58.4KSH	$8.0M
44	MassMutual Private Wealth & Trust, FSB	Shares	56.3KSH	$7.7M
45	Hennion & Walsh Asset Management, Inc.	Shares	56.1KSH	$7.7M
46	Robeco Institutional Asset Management B.V.	Shares	55.8KSH	$7.6M
47	CoreCap Advisors, LLC	Shares	54.0KSH	$7.4M
48	D.A. DAVIDSON & CO.	Shares	51.9KSH	$7.1M
49	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	50.4KSH	$6.9M
50	SpringVest Wealth Management LLC	Shares	49.7KSH	$6.8M

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Manager changes2026-06-30 vs 2026-03-31

50 / 630 loaded

#		Instrument
1	Clarity Financial LLC new	Shares	+120.1K	+$16.4M	$16.4M
2	Foster Victor Wealth Advisors, LLC added	Shares	+107.2K	+$14.5M	$14.7M
3	Tema ETFs LLC added	Shares	+79.7K	+$11.9M	$35.7M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+47.6K	+$8.3M	$49.0M
5	MOODY LYNN LIEBERSON & WALKER, LLC added	Shares	+53.3K	+$7.5M	$11.7M
6	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+2.7K	+$5.5M	$123.6M
7	Union Bancaire Privee, UBP SA added	Shares	+36.4K	+$5.0M	$13.3M
8	EASTERN BANK added	Shares	+18.4K	+$4.8M	$58.0M
9	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-22.1K	+$3.7M	$156.6M
10	Welch Group, LLC added	Shares	+8.1K	+$3.3M	$52.6M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-17.2K	+$3.1M	$127.7M
12	Oak Thistle LLC new	Shares	+20.9K	+$2.9M	$2.9M
13	IFM Investors Pty Ltd added	Shares	+13.2K	+$2.7M	$22.0M
14	QRG CAPITAL MANAGEMENT, INC. added	Shares	+12.3K	+$2.6M	$22.4M
15	PKO Investment Management Joint-Stock Co new	Shares	+17.0K	+$2.3M	$2.3M
16	GATEWAY INVESTMENT ADVISERS LLC trimmed	Shares	-608	+$2.1M	$51.3M
17	ZWJ INVESTMENT COUNSEL INC trimmed	Shares	-1.6K	+$2.0M	$53.7M
18	SECURED RETIREMENT ADVISORS, LLC new	Shares	+14.8K	+$2.0M	$2.0M
19	TrueMark Investments, LLC added	Shares	+11.2K	+$1.9M	$10.2M
20	Czech National Bank added	Shares	+7.6K	+$1.9M	$21.2M
21	MATRIX ASSET ADVISORS INC/NY added	Shares	+5.7K	+$1.6M	$21.1M
22	Curated Wealth Partners LLC new	Shares	+557.6K	+$1.6M	$1.6M
23	FCG Investment Co new	Shares	+11.2K	+$1.5M	$1.5M
24	Nexus Investment Management ULC trimmed	Shares	-5.6K	+$1.5M	$53.1M
25	Sequoia Financial Advisors, LLC added	Shares	+5.1K	+$1.4M	$18.1M
26	FUKOKU MUTUAL LIFE INSURANCE CO unchanged	Shares	0	+$1.4M	$32.9M
27	GODSEY & GIBB, INC added	Shares	+2.0K	+$1.4M	$26.6M
28	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+8.4K	+$1.3M	$4.8M
29	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+5.9K	+$1.3M	$11.7M
30	Triasima Portfolio Management inc. new	Shares	+9.1K	+$1.2M	$1.2M
31	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+5.9K	+$1.2M	$9.4M
32	Cyndeo Wealth Partners, LLC added	Shares	+3.3K	+$922.2K	$11.8M
33	Randolph Co Inc added	Shares	+304	+$879.9K	$20.1M
34	MISSION WEALTH MANAGEMENT, LP added	Shares	+6.0K	+$872.9K	$2.0M
35	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+5.3K	+$860.9K	$4.0M
36	Gradient Investments LLC added	Shares	+977	+$822.7K	$16.6M
37	HBW ADVISORY SERVICES LLC added	Shares	+5.2K	+$805.8K	$3.0M
38	Hennion & Walsh Asset Management, Inc. added	Shares	+3.5K	+$779.2K	$7.7M
39	Athena Wealth Management, LLC new	Shares	+5.7K	+$775.2K	$775.2K
40	CoreCap Advisors, LLC added	Shares	+3.5K	+$773.1K	$7.4M
41	Envestnet Portfolio Solutions, Inc. added	Shares	+4.2K	+$663.6K	$2.8M
42	SALEM INVESTMENT COUNSELORS INC added	Shares	+986	+$600.7K	$11.3M
43	First American Bank added	Shares	+461	+$598.0K	$12.8M
44	STRATEGIC PLANNING GROUP, LLC added	Shares	+2.4K	+$575.2K	$6.3M
45	Farther Finance Advisors, LLC added	Shares	+3.2K	+$566.9K	$3.9M
46	Merit Financial Group, LLC added	Shares	+517	+$513.8K	$10.6M
47	Cooper Financial Group new	Shares	+3.7K	+$512.2K	$512.2K
48	Mediolanum International Funds Ltd trimmed	Shares	-2.4K	+$509.1K	$16.5M
49	GAMMA Investing LLC added	Shares	+2.3K	+$484.5K	$4.4M
50	Blue Trust, Inc. added	Shares	+3.2K	+$458.5K	$1.0M

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