AMERICAN ELECTRIC POWER CO INC (AEP) — Institutional Holders, Q2 2026 (page 9)
1,994 institutional investment managers reported a AEP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $68.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 801 to 900. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AEP 13F holders ranked 801–900 of 1,994
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Dickmeyer Boyce Financial Management#801 · 8,564 sh | 8,564 | $1.2M | — | -2.3% |
| 802 | Williams Jones Wealth Management#802 · 8,533 sh | 8,533 | $1.2M | 0.01% | +6.4% |
| 803 | Apella Capital#803 · 8,445 sh | 8,445 | $1.2M | — | +8.5% |
| 804 | Miller Financial Services#804 · 8,467 sh | 8,467 | $1.2M | — | +223.5% |
| 805 | PDS Planning#805 · 8,431 sh | 8,431 | $1.2M | 0.07% | 0.0% |
| 806 | CFS Investment Advisory Services#806 · 8,312 sh | 8,312 | $1.2M | — | +1.3% |
| 807 | Impact Capital Partners#807 · 8,409 sh | 8,409 | $1.2M | — | +2.2% |
| 808 | WD RUTHERFORD#808 · 8,401 sh | 8,401 | $1.1M | — | -0.8% |
| 809 | Mattson Financial Services#809 · 8,631 sh | 8,631 | $1.1M | 0.24% | +1.5% |
| 810 | ARS Wealth Advisors Group#810 · 8,394 sh | 8,394 | $1.1M | — | +0.1% |
| 811 | JFS WEALTH ADVISORS#811 · 8,392 sh | 8,392 | $1.1M | 0.06% | +0.1% |
| 812 | Parcion Private Wealth#812 · 8,378 sh | 8,378 | $1.1M | 0.06% | +4.2% |
| 813 | Thoma Capital Management#813 · 8,368 sh | 8,368 | $1.1M | — | -4.5% |
| 814 | Themes Management#814 · 8,356 sh | 8,356 | $1.1M | 0.76% | +9.0% |
| 815 | Waldron Private Wealth#815 · 8,350 sh | 8,350 | $1.1M | 0.04% | 0.0% |
| 816 | Parkside Financial Bank#816 · 8,274 sh | 8,274 | $1.1M | 0.04% | +102.7% |
| 817 | SYON CAPITAL#817 · 8,162 sh | 8,162 | $1.1M | 0.05% | +13.4% |
| 818 | Sovereign Financial Group#818 · 8,142 sh | 8,142 | $1.1M | 0.17% | +0.9% |
| 819 | Live Oak Investment Partners#819 · 8,125 sh | 8,125 | $1.1M | — | +2.1% |
| 820 | Summit Global Investments#820 · 8,113 sh | 8,113 | $1.1M | 0.06% | New |
| 821 | LFG Wealth Partners#821 · 8,107 sh | 8,107 | $1.1M | 0.52% | -34.9% |
| 822 | BARTLETT & WEALTH MANAGEMENT#822 · 8,088 sh | 8,088 | $1.1M | 0.01% | -1.8% |
| 823 | HBK Sorce Advisory#823 · 8,729 sh | 8,729 | $1.1M | 0.02% | -1.1% |
| 824 | SIERRA SUMMIT ADVISORS#824 · 8,059 sh | 8,059 | $1.1M | 0.12% | +0.9% |
| 825 | Wolff Financial Management#825 · 7,944 sh | 7,944 | $1.1M | — | 0.0% |
| 826 | ARMSTRONG ADVISORY GROUP#826 · 7,890 sh | 7,890 | $1.1M | — | -0.2% |
| 827 | ROGCO#827 · 7,880 sh | 7,880 | $1.1M | 0.33% | -1.4% |
| 828 | Rehmann Capital Advisory Group#828 · 7,879 sh | 7,879 | $1.1M | 0.05% | -3.0% |
| 829 | DONALDSON CAPITAL MANAGEMENT#829 · 7,752 sh | 7,752 | $1.1M | 0.03% | +46.8% |
| 830 | JACKSON SQUARE CAPITAL#830 · 7,735 sh | 7,735 | $1.1M | — | 0.0% |
| 831 | Walleye Capital#831 · 7,726 sh | 7,726 | $1.1M | <0.01% | +18.9% |
| 832 | Huber Capital Management#832 · 7,710 sh | 7,710 | $1.1M | 0.16% | -90.5% |
| 833 | SMITH, MOORE#833 · 7,687 sh | 7,687 | $1.1M | 0.07% | +1.8% |
| 834 | Advisors Capital Management#834 · 7,675 sh | 7,675 | $1.1M | 0.01% | +18.4% |
| 835 | Twin Tree Management#835 · 7,647 sh | 7,647 | $1.0M | 0.02% | New |
| 836 | Essex Financial Services#836 · 7,643 sh | 7,643 | $1.0M | 0.05% | -7.0% |
| 837 | Aprio Wealth Management#837 · 7,588 sh | 7,588 | $1.0M | 0.05% | +1.3% |
| 838 | Ronald Blue#838 · 7,548 sh | 7,548 | $1.0M | — | +72.3% |
| 839 | SUMITOMO LIFE INSURANCE#839 · 7,502 sh | 7,502 | $1.0M | 0.02% | -5.1% |
| 840 | Quantitative Investment Management#840 · 7,493 sh | 7,493 | $1.0M | 0.11% | New |
| 841 | Csenge Advisory Group#841 · 7,446 sh | 7,446 | $1.0M | 0.04% | +0.2% |
| 842 | ICON ADVISERS#842 · 7,440 sh | 7,440 | $1.0M | 0.19% | -35.0% |
| 843 | Freestone Capital#843 · 7,398 sh | 7,398 | $1.0M | 0.03% | +149.7% |
| 844 | BANK OF STOCKTON#844 · 7,358 sh | 7,358 | $1.0M | — | -1.2% |
| 845 | WHITE PINE CAPITAL#845 · 7,339 sh | 7,339 | $1.0M | 0.24% | +0.5% |
| 846 | Keystone Financial Group#846 · 7,331 sh | 7,331 | $1.0M | 0.06% | -33.4% |
| 847 | Modern Wealth Management#847 · 7,308 sh | 7,308 | $999.7K | 0.01% | +36.6% |
| 848 | Lionhunter Capital Management#848 · 7,275 sh | 7,275 | $995.3K | 0.45% | — |
| 849 | 1834 INVESTMENT ADVISORS#849 · 7,272 sh | 7,272 | $994.9K | — | +4.6% |
| 850 | RITHOLTZ WEALTH MANAGEMENT#850 · 7,264 sh | 7,264 | $993.8K | 0.01% | +8.5% |
| 851 | WESTWOOD GROUP#851 · 7,213 sh | 7,213 | $986.8K | <0.01% | New |
| 852 | Centennial Wealth Advisory#852 · 7,151 sh | 7,151 | $978.2K | — | +14.9% |
| 853 | San Luis Wealth Advisors#853 · 7,143 sh | 7,143 | $977.2K | — | -15.9% |
| 854 | STRATEGY ASSET MANAGERS#854 · 7,106 sh | 7,106 | $972.2K | — | 0.0% |
| 855 | Interval Partners#855 · 7,078 sh | 7,078 | $968.3K | 0.03% | +82.9% |
| 856 | Siemens Fonds Invest GmbH#856 · 7,070 sh | 7,070 | $967.2K | 0.05% | +1.4% |
| 857 | Chicago Capital#857 · 7,055 sh | 7,055 | $965.2K | — | 0.0% |
| 858 | Storgate#858 · 7,049 sh | 7,049 | $964.4K | 0.20% | +150.9% |
| 859 | HOWE & RUSLING#859 · 7,036 sh | 7,036 | $962.5K | 0.06% | -8.5% |
| 860 | Ausdal Financial Partners#860 · 7,034 sh | 7,034 | $962.2K | 0.04% | -5.3% |
| 861 | Checchi Capital Advisers#861 · 7,032 sh | 7,032 | $962.0K | 0.04% | +0.7% |
| 862 | Marathon Strategic Advisors#862 · 7,027 sh | 7,027 | $961.4K | — | 0.0% |
| 863 | Simplicity Wealth#863 · 7,002 sh | 7,002 | $957.9K | — | +1.3% |
| 864 | PEDDOCK CAPITAL ADVISORS#864 · 6,962 sh | 6,962 | $952.5K | — | +0.5% |
| 865 | KING LUTHER CAPITAL MANAGEMENT#865 · 6,960 sh | 6,960 | $952.2K | <0.01% | -1.8% |
| 866 | Seelaus Asset Management#866 · 6,925 sh | 6,925 | $947.4K | — | -3.5% |
| 867 | Nilsine Partners#867 · 6,910 sh | 6,910 | $945.4K | 0.07% | +69.7% |
| 868 | Graves-Light Private Wealth Management#868 · 6,870 sh | 6,870 | $939.9K | — | 0.0% |
| 869 | PHILADELPHIA#869 · 6,793 sh | 6,793 | $929.0K | 0.06% | -8.3% |
| 870 | Calamos Wealth Management#870 · 6,747 sh | 6,747 | $923.1K | 0.03% | -21.5% |
| 871 | Kovack Advisors#871 · 6,777 sh | 6,777 | $920.9K | 0.04% | +12.4% |
| 872 | Aaron Wealth Advisors#872 · 6,729 sh | 6,729 | $920.6K | — | +3.9% |
| 873 | AVITY INVESTMENT MANAGEMENT#873 · 6,724 sh | 6,724 | $919.9K | — | -8.8% |
| 874 | TI#874 · 6,713 sh | 6,713 | $918.4K | — | 0.0% |
| 875 | BRIA Capital Group#875 · 6,711 sh | 6,711 | $918.1K | — | New |
| 876 | Powell Investment Advisors#876 · 6,709 sh | 6,709 | $917.9K | — | 0.0% |
| 877 | STABLEFORD CAPITAL II#877 · 6,705 sh | 6,705 | $917.3K | — | -0.3% |
| 878 | Fire Capital Management#878 · 6,682 sh | 6,682 | $914.2K | 0.37% | +4.6% |
| 879 | Kuhn & Investment Counsel#879 · 6,673 sh | 6,673 | $912.9K | 0.53% | +0.2% |
| 880 | Alpha Family#880 · 6,650 sh | 6,650 | $909.8K | 0.37% | 0.0% |
| 881 | Argyle Capital Management#881 · 6,600 sh | 6,600 | $902.9K | 0.26% | 0.0% |
| 882 | FLAGSHIP HARBOR ADVISORS#882 · 6,599 sh | 6,599 | $902.9K | — | -1.6% |
| 883 | Secure Asset Management#883 · 6,597 sh | 6,597 | $902.5K | — | -3.2% |
| 884 | GREAT VALLEY ADVISOR GROUP#884 · 6,589 sh | 6,589 | $901.0K | 0.01% | -0.7% |
| 885 | SILVER OAK SECURITIES#885 · 6,580 sh | 6,580 | $900.3K | 0.05% | -7.9% |
| 886 | Bridgewater Advisors#886 · 7,017 sh | 7,017 | $896.3K | 0.05% | -0.1% |
| 887 | Caerus Investment Advisors#887 · 6,540 sh | 6,540 | $894.7K | 0.30% | -5.2% |
| 888 | Avestar Capital#888 · 6,494 sh | 6,494 | $888.4K | 0.05% | +16.6% |
| 889 | A. D. Beadell Investment Counsel#889 · 6,485 sh | 6,485 | $887.0K | — | -4.1% |
| 890 | NIXON PEABODY#890 · 6,472 sh | 6,472 | $885.4K | — | +14.5% |
| 891 | Avidian Wealth Solutions#891 · 6,378 sh | 6,378 | $872.6K | — | +3.5% |
| 892 | Bank#892 · 6,371 sh | 6,371 | $871.6K | — | 0.0% |
| 893 | Harold Davidson & Associates#893 · 6,364 sh | 6,364 | $870.6K | 0.38% | -0.8% |
| 894 | SBI Okasan Asset Management Ltd.#894 · 6,300 sh | 6,300 | $869.2K | 0.03% | +1.4% |
| 895 | Strategic Advisors#895 · 6,347 sh | 6,347 | $868.3K | — | -76.3% |
| 896 | Valeo Financial Advisors#896 · 6,346 sh | 6,346 | $868.2K | — | -4.3% |
| 897 | FIRST NATIONAL BANK & OF NEWTOWN#897 · 6,771 sh | 6,771 | $865.7K | 0.18% | 0.0% |
| 898 | KCM INVESTMENT ADVISORS#898 · 6,308 sh | 6,308 | $863.0K | 0.03% | -5.8% |
| 899 | Family Legacy#899 · 6,280 sh | 6,280 | $859.2K | — | +1.6% |
| 900 | Platform Technology Partners#900 · 6,277 sh | 6,277 | $858.7K | 0.14% | +8.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.