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AEP - American Electric Power Co Inc Stock Price, Fair Value and News
86.89
USD
+0.52
(+0.60%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold AEP recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-24
RAYMOND JAMES TRUST N.A.
REDUCED
Premium
Premium
Premium
Premium
29,740
2024-04-24
MARINO, STRAM & ASSOCIATES LLC
ADDED
Premium
Premium
Premium
Premium
10,944
2024-04-24
PROFFITT & GOODSON INC
UNCHANGED
Premium
Premium
Premium
Premium
109
2024-04-24
Willis Investment Counsel
UNCHANGED
Premium
Premium
Premium
Premium
155,613
2024-04-24
Essex Financial Services, Inc.
ADDED
Premium
Premium
Premium
Premium
3,956
2024-04-24
BROWN ADVISORY INC
ADDED
Premium
Premium
Premium
Premium
21,823
2024-04-24
Hartford Financial Management Inc.
REDUCED
Premium
Premium
Premium
Premium
2,800
2024-04-24
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
837
2024-04-24
Cambridge Investment Research Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
132,300
2024-04-24
DekaBank Deutsche Girozentrale
ADDED
Premium
Premium
Premium
Premium
128,171
2024-04-24
Eastover Investment Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
72,600
2024-04-24
Assenagon Asset Management S.A.
REDUCED
Premium
Premium
Premium
Premium
36,816
2024-04-24
Catalyst Capital Advisors LLC
NEW
Premium
Premium
Premium
Premium
499
2024-04-24
Archford Capital Strategies, LLC
NEW
Premium
Premium
Premium
Premium
2,345
2024-04-24
Dakota Wealth Management
ADDED
Premium
Premium
Premium
Premium
61,795
2024-04-24
Family Legacy, Inc.
REDUCED
Premium
Premium
Premium
Premium
5,733
2024-04-24
Carmichael Hill & Associates, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
245
2024-04-24
Avitas Wealth Management LLC
ADDED
Premium
Premium
Premium
Premium
14,397
2024-04-24
West Branch Capital LLC
UNCHANGED
Premium
Premium
Premium
Premium
238
2024-04-24
JGP Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
15,584
2024-04-24
Summit Financial, LLC
ADDED
Premium
Premium
Premium
Premium
10,875
2024-04-24
Wolff Financial Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
9,124
2024-04-24
PSI Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
940
2024-04-24
Parcion Private Wealth LLC
REDUCED
Premium
Premium
Premium
Premium
6,110
2024-04-24
4Thought Financial Group Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
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25
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1–25 of 1642
Which funds are the top buyers of AEP?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
49,225,300
3,998,080,000
0.09%
BlackRock Inc.
44,982,700
3,653,500,000
0.09%
WELLINGTON MANAGEMENT GROUP LLP
28,431,500
2,309,210,000
0.43%
STATE STREET CORP
28,067,900
2,279,680,000
0.11%
MORGAN STANLEY
11,962,000
971,557,000
0.09%
GEODE CAPITAL MANAGEMENT, LLC
10,941,500
886,174,000
0.09%
Invesco Ltd.
8,779,510
713,072,000
0.17%
LAZARD ASSET MANAGEMENT LLC
7,809,610
634,295,000
0.80%
Royal Bank of Canada
7,173,080
582,597,000
0.14%
Nuveen Asset Management, LLC
6,817,310
554,769,000
0.18%
Rows per page:
10
1–10 of 94
Which funds have put a big percent of portfolio in AEP?
Fund Name
$ Value
% Port.
Maple-Brown Abbott Ltd
106,629,000
10.95%
ATLAS Infrastructure Partners (UK) Ltd.
119,371,000
9.04%
DECADE RENEWABLE PARTNERS LP
13,563,700
7.79%
Heathbridge Capital Management Ltd.
14,363,800
6.16%
Slocum, Gordon & Co LLP
6,124,150
5.37%
ANTIPODES PARTNERS Ltd
162,024,000
5.06%
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund
18,184,000
4.44%
Nexus Investment Management ULC
33,555,800
3.23%
F&V Capital Management, LLC
10,730,000
3.16%
Enhancing Capital LLC
2,515,000
3.11%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold AEP
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NOMURA HOLDINGS INC
175,667,000
NORDEN GROUP LLC
7,181,630
Granite Group Advisors, LLC
2,398,030
Virtu Financial LLC
1,875,000
Hodges Capital Management Inc.
1,615,000
Simplicity Wealth,LLC
1,572,630
HighPoint Advisor Group LLC
1,516,000
Global Assets Advisory, LLC
1,285,000
Additions
Fund Name
% Increased
Coppell Advisory Solutions LLC
25,150
Gibson Wealth Advisors LLC
11,557
AMERICAN NATIONAL BANK
6,900
REILLY FINANCIAL ADVISORS, LLC
4,443
Financial Synergies Wealth Advisors, Inc.
3,880
NORDEA INVESTMENT MANAGEMENT AB
1,592
Trexquant Investment LP
1,162
SJS Investment Consulting Inc.
1,000
Reductions
Fund Name
% Reduced
Balyasny Asset Management L.P.
-99.72
TWO SIGMA ADVISERS, LP
-97.36
OGOREK ANTHONY JOSEPH /NY/ /ADV
-97.36
CCM INVESTMENT ADVISERS LLC
-97.06
DAGCO, INC.
-96.43
South Street Advisors LLC
-96.39
HOLLENCREST CAPITAL MANAGEMENT
-94.75
Verition Fund Management LLC
-94.72
Sold off
Fund Name
$ Sold
Lighthouse Investment Partners, LLC
-22,843,900
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-22,105,800
TWINBEECH CAPITAL LP
-21,891,500
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
-14,856,500
MBB PUBLIC MARKETS I LLC
-12,362,100
NATIXIS
-9,317,500
Engineers Gate Manager LP
-5,063,580
R.P. Boggs & Co.
-5,062,230