Who holds AEPticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

AMERICAN ELEC PWR CO INC · COM · quarter ended 2026-03-31 · 16 members disclosed AEP ↗

1,530

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$54.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

764

addsholders whose share count rose or who opened the position (new + add), by shares

157

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AEP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.3B	47,797,729	+1,536,746	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.6B	35,138,422	—	no prior
3	STATE STREET CORP	$4.0B	30,288,136	−149,640	trim
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.0B	15,608,556	—	no prior
5	GQG Partners LLC	$2.0B	15,025,884	−1,876,988	trim
6	MORGAN STANLEY	$1.9B	14,486,169	−175,689	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$1.9B	14,222,791	+399,047	add
8	WELLINGTON MANAGEMENT GROUP LLP	$1.7B	13,156,392	−1,482,735	trim
9	BARCLAYS PLC	$1.4B	10,367,590	−259,251	trim
10	AMERIPRISE FINANCIAL INC	$1.2B	9,070,376	+1,012,588	add
11	DODGE & COX	$1.1B	8,739,835	−602,705	trim
12	Invesco Ltd.	$1.0B	7,701,876	+13,536	add
13	FMR LLC	$797M	6,079,338	+1,173,210	add
14	ROYAL BANK OF CANADA	$786M	5,998,367	−442,354	trim
15	Nuveen, LLC	$786M	5,994,316	+217,451	add
16	BANK OF AMERICA CORP /DE/	$677M	5,162,502	−746,369	trim
17	Legal & General Group Plc	$626M	4,776,043	−192,678	trim
18	NORTHERN TRUST CORP	$612M	4,672,492	−2,074	trim
19	ALLIANCEBERNSTEIN L.P.	$609M	5,283,217	−190,405	trim
20	Allspring Global Investments Holdings, LLC	$592M	4,492,979	−123,110	trim
21	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$591M	4,493,458	−14,583	trim
22	MILLENNIUM MANAGEMENT LLC	$544M	4,151,358	+2,769,391	add
23	WELLS FARGO & COMPANY/MN	$516M	3,940,226	−223,434	trim
24	Bank of New York Mellon Corp	$473M	3,605,021	−41,813	trim
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$460M	3,511,986	+106,663	add
26	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$400M	3,050,795	+154,670	add
27	VANGUARD FIDUCIARY TRUST CO	$399M	3,044,696	—	no prior
28	ENVESTNET ASSET MANAGEMENT INC	$392M	2,989,056	−230,917	trim
29	CITIGROUP INC	$388M	2,958,570	−144,820	trim
30	VICTORY CAPITAL MANAGEMENT INC	$386M	2,941,785	−3,374,903	trim
31	Amundi	$333M	2,541,047	+122,179	add
32	DEUTSCHE BANK AG\	$319M	2,431,662	+854,101	add
33	RAYMOND JAMES FINANCIAL INC	$316M	2,414,441	−474,912	trim
34	Janus Henderson Group Ltd.	$291M	2,219,198	+2,194,198	add
35	BANK OF MONTREAL /CAN/	$261M	1,989,701	−65,226	trim
36	HighTower Advisors, LLC	$260M	1,982,456	+6,981	add
37	National Pension Service	$256M	1,949,424	+1,949,424	new
38	TD ASSET MANAGEMENT INC	$253M	1,931,327	+1,462,663	add
39	UBS Group AG	$252M	1,922,999	−324,941	trim
40	Mitsubishi UFJ Trust & Banking Corp	$241M	1,835,168	+10,945	add
41	ANTIPODES PARTNERS Ltd	$237M	1,810,086	−18,884	trim
42	DIMENSIONAL FUND ADVISORS LP	$235M	1,793,510	+29,964	add
43	Pictet Asset Management Holding SA	$221M	1,688,208	+513,305	add
44	Swiss National Bank	$205M	1,567,500	+101,900	add
45	AQR CAPITAL MANAGEMENT LLC	$205M	1,565,748	−551,633	trim
46	Capital Research Global Investors	$195M	1,491,127	+8,825	add
47	FIRST TRUST ADVISORS LP	$195M	1,488,974	−267,325	trim
48	FRANKLIN RESOURCES INC	$187M	1,426,874	+52,828	add
49	SEI INVESTMENTS CO	$185M	1,411,734	+402,502	add
50	Sumitomo Mitsui Trust Group, Inc.	$179M	1,366,768	−58,332	trim
51	Mawer Investment Management Ltd.	$175M	1,334,492	+357,704	add
52	Mitsubishi UFJ Asset Management Co., Ltd.	$166M	1,264,916	+97,557	add
53	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$158M	1,206,666	+98,699	add
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$158M	1,205,330	−664,814	trim
55	ICAHN CARL C	$158M	1,205,300	0	no change
56	PRUDENTIAL FINANCIAL INC	$156M	1,190,230	+34,194	add
57	1832 Asset Management L.P.	$155M	1,183,459	+1,131,904	add
58	Vanguard Global Advisers, LLC	$155M	1,180,444	—	no prior
59	Chevy Chase Trust Holdings, LLC	$154M	1,172,529	−11,267	trim
60	JOHNSON INVESTMENT COUNSEL INC	$153M	1,166,421	−4,061	trim
61	Assenagon Asset Management S.A.	$150M	1,142,050	−815,441	trim
62	Soroban Capital Partners LP	$148M	1,131,523	−1,434,464	trim
63	LPL Financial LLC	$143M	1,088,754	−183,764	trim
64	CRAWFORD INVESTMENT COUNSEL INC	$133M	1,013,300	−14,870	trim
65	VANGUARD ASSET MANAGEMENT, Ltd	$132M	1,008,972	—	no prior
66	STIFEL FINANCIAL CORP	$132M	1,004,345	−4,043	trim
67	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$125M	950,691	−105,508	trim
68	Energy Income Partners, LLC	$119M	910,078	+117,525	add
69	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$118M	901,052	+14,480	add
70	Epoch Investment Partners, Inc.	$118M	899,618	−1,706	trim
71	HSBC HOLDINGS PLC	$116M	885,737	−1,237,695	trim
72	Empower Advisory Group, LLC	$114M	867,624	+45,127	add
73	ZACKS INVESTMENT MANAGEMENT	$104M	791,132	+374	add
74	ProShare Advisors LLC	$101M	772,395	−162,339	trim
75	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$99.9M	762,162	+762,162	new
76	ADAGE CAPITAL PARTNERS GP, L.L.C.	$95.6M	729,506	+729,506	new
77	COMMERCE BANK	$93.8M	715,376	+26,483	add
78	LAZARD ASSET MANAGEMENT LLC	$92.7M	707,010	+318,412	add
79	PRINCIPAL FINANCIAL GROUP INC	$88.2M	673,149	−805	trim
80	FIRST FINANCIAL BANKSHARES INC	$85.5M	652,133	+6,062	add
81	M&T BANK CORP	$84.4M	644,243	−37,570	trim
82	Baird Financial Group, Inc.	$84.0M	641,112	+641,112	new
83	Point72 Asset Management, L.P.	$82.9M	632,175	+632,175	new
84	Eurizon Capital SGR S.p.A.	$73.2M	557,589	+508,697	add
85	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$71.8M	547,460	+547,460	new
86	Vanguard Investments Australia, Ltd.	$68.1M	519,265	—	no prior
87	NEW YORK STATE COMMON RETIREMENT FUND	$67.7M	516,687	+7,000	add
88	FEDERATED HERMES, INC.	$66.5M	507,057	−2,312,453	trim
89	Mariner, LLC	$66.2M	505,319	−25,586	trim
90	Connor, Clark & Lunn Investment Management Ltd.	$65.9M	502,641	+307,340	add
91	NOMURA ASSET MANAGEMENT CO LTD	$65.9M	502,564	+252,023	add
92	JENNISON ASSOCIATES LLC	$64.6M	493,085	−10,643	trim
93	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$62.5M	476,511	+32,193	add
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$61.8M	471,275	−2,219	trim
95	MACKENZIE FINANCIAL CORP	$57.8M	440,856	+17,295	add
96	Korea Investment CORP	$57.7M	440,337	+51,068	add
97	CIBC Bancorp USA Inc.	$54.1M	412,443	—	no prior
98	FIFTH THIRD BANCORP	$54.1M	412,400	+162,919	add
99	EASTERN BANK	$53.2M	405,855	+15,559	add
100	Magellan Asset Management Ltd	$52.8M	403,001	+63,068	add
101	SCOTIA CAPITAL INC.	$52.4M	400,001	+15,653	add
102	Creative Planning	$52.4M	399,995	+42,421	add
103	ZWJ INVESTMENT COUNSEL INC	$51.7M	394,316	+4,864	add
104	Nexus Investment Management ULC	$51.6M	393,684	+640	add
105	Qube Research & Technologies Ltd	$50.7M	386,863	−152,244	trim
106	Allianz Asset Management GmbH	$50.5M	385,370	+55,038	add
107	Universal- Beteiligungs- und Servicegesellschaft mbH	$49.5M	377,508	+84,475	add
108	GATEWAY INVESTMENT ADVISERS LLC	$49.2M	375,472	+2,072	add
109	NEOS Investment Management LLC	$48.3M	368,472	−26,465	trim
110	Rockefeller Capital Management L.P.	$48.1M	367,009	+14,351	add
111	Quantinno Capital Management LP	$48.0M	366,049	+49,361	add
112	MACQUARIE GROUP LTD	$47.9M	365,471	−208,467	trim
113	CIBC Asset Management Inc	$46.7M	356,193	−7,716	trim
114	Zurcher Kantonalbank (Zurich Cantonalbank)	$46.6M	355,344	+355,344	new
115	AE Wealth Management LLC	$44.4M	338,993	+34,213	add
116	Ensign Peak Advisors, Inc	$43.3M	330,364	+5,980	add
117	HITE Hedge Asset Management LLC	$42.8M	326,416	+48,629	add
118	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$42.5M	339,972	−99,770	trim
119	ExodusPoint Capital Management, LP	$41.6M	317,743	+235,363	add
120	Mirae Asset Global Investments Co., Ltd.	$40.7M	310,336	+38,167	add
121	GW HENSSLER & ASSOCIATES LTD	$39.6M	301,809	−2,829	trim
122	Verbena Value LP	$39.2M	298,823	+66,623	add
123	Hudson Bay Capital Management LP	$38.8M	295,782	+45,581	add
124	REGIONS FINANCIAL CORP	$37.7M	287,278	+913	add
125	Cetera Investment Advisers	$37.6M	286,672	−6,653	trim
126	STATE OF WISCONSIN INVESTMENT BOARD	$37.5M	286,076	+5,045	add
127	CITADEL ADVISORS LLC	$37.0M	282,578	−354,339	trim
128	&PARTNERS	$36.9M	281,334	+13,188	add
129	Stack Financial Management, Inc	$36.9M	281,363	−1,236	trim
130	Asset Management One Co., Ltd.	$34.8M	265,685	−95	trim
131	APG Asset Management N.V.	$34.6M	303,943	−13,733	trim
132	Cerity Partners LLC	$33.6M	256,384	+58,303	add
133	CWM, LLC	$32.8M	250,243	−5,169	trim
134	Daiwa Securities Group Inc.	$32.7M	249,766	+7,378	add
135	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$31.7M	242,178	+1,459	add
136	FUKOKU MUTUAL LIFE INSURANCE CO	$31.6M	240,766	0	no change
137	Verition Fund Management LLC	$31.1M	237,186	−84,731	trim
138	COMMONWEALTH EQUITY SERVICES, LLC	$31.0M	236,808	+179	add
139	Aventail Capital Group, LP	$30.5M	232,919	−258,369	trim
140	AMERICAN CENTURY COMPANIES INC	$30.0M	229,212	−59,785	trim
141	NATIONAL BANK OF CANADA /FI/	$29.6M	225,471	−86,628	trim
142	CANADA PENSION PLAN INVESTMENT BOARD	$29.5M	224,707	+15,534	add
143	Squarepoint Ops LLC	$29.3M	223,175	+197,250	add
144	OSAIC HOLDINGS, INC.	$29.0M	221,219	+9,522	add
145	TRUIST FINANCIAL CORP	$28.8M	219,566	−53,646	trim
146	Systematic Alpha Investments, LLC	$28.4M	217,000	0	no change
147	GUGGENHEIM CAPITAL LLC	$28.2M	214,945	−25,700	trim
148	Northwest & Ethical Investments L.P.	$28.1M	214,580	+5,781	add
149	US BANCORP \DE\	$27.2M	207,856	−4,301	trim
150	Willis Investment Counsel	$26.7M	203,538	0	no change
151	Tidal Investments LLC	$26.5M	202,265	+180,456	add
152	Investment Management Corp of Ontario	$25.4M	193,951	+95,795	add
153	MERCER GLOBAL ADVISORS INC /ADV	$25.4M	193,428	−5,425	trim
154	Ceredex Value Advisors LLC	$25.2M	192,600	+192,600	new
155	GODSEY & GIBB, INC	$25.2M	192,166	+826	add
156	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$25.1M	191,859	+17,922	add
157	Aberdeen Group plc	$25.0M	190,917	−11,939	trim
158	State of New Jersey Common Pension Fund D	$24.2M	184,778	0	no change
159	TD Waterhouse Canada Inc.	$24.1M	183,107	+177,943	add
160	TEMA ETFS LLC	$23.8M	181,256	+77,116	add
161	TWO SIGMA INVESTMENTS, LP	$23.6M	179,732	−73,648	trim
162	Resona Asset Management Co.,Ltd.	$23.2M	177,024	+4,703	add
163	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$23.0M	175,816	−8,905	trim
164	TORONTO DOMINION BANK	$22.7M	173,528	−22,386	trim
165	Steward Partners Investment Advisory, LLC	$22.1M	168,231	+40,825	add
166	Corient Private Wealth LLC	$21.4M	165,683	−201,397	trim
167	PUBLIC SECTOR PENSION INVESTMENT BOARD	$20.2M	153,844	+17,528	add
168	BW Gestao de Investimentos Ltda.	$20.1M	153,248	−16,613	trim
169	QRG CAPITAL MANAGEMENT, INC.	$19.9M	151,598	+24,451	add
170	NISSAY ASSET MANAGEMENT CORP /JAPAN	$19.7M	150,115	+5,392	add
171	MATRIX ASSET ADVISORS INC/NY	$19.5M	148,772	−36,509	trim
172	IFM Investors Pty Ltd	$19.4M	147,783	+25,100	add
173	Czech National Bank	$19.3M	147,301	+6,160	add
174	Alyeska Investment Group, L.P.	$19.2M	146,822	+146,822	new
175	Arizona State Retirement System	$19.2M	146,332	−4,426	trim
176	Randolph Co Inc	$19.2M	146,298	+1,415	add
177	Swiss Life Asset Management Ltd	$19.1M	151,094	+42,800	add
178	Calamos Advisors LLC	$18.9M	143,808	+8,590	add
179	Pinnacle Financial Partners, Inc.	$18.8M	143,287	+7,258	add
180	MML INVESTORS SERVICES, LLC	$18.7M	143,021	−32,618	trim
181	STATE OF MICHIGAN RETIREMENT SYSTEM	$18.5M	141,258	+1,100	add
182	ADVISORY RESEARCH INC	$18.5M	141,085	+4,770	add
183	Kestra Advisory Services, LLC	$18.3M	139,464	+23,279	add
184	Rafferty Asset Management, LLC	$17.6M	134,384	−31,691	trim
185	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$17.3M	132,115	+37,210	add
186	Illinois Municipal Retirement Fund	$17.2M	131,325	−3,108	trim
187	SummitTX Capital, L.P.	$16.8M	128,529	+42,182	add
188	WORLDQUANT MILLENNIUM ADVISORS LLC	$16.7M	127,611	−450,481	trim
189	Sequoia Financial Advisors, LLC	$16.7M	127,314	+9,278	add
190	XTX Topco Ltd	$16.6M	126,669	+122,224	add
191	MetLife Investment Management, LLC	$16.6M	126,279	−2,031	trim
192	Haverford Trust Co	$16.4M	125,106	+39	add
193	Edgemoor Investment Advisors, Inc.	$16.2M	123,350	+621	add
194	Mediolanum International Funds Ltd	$16.0M	121,790	+121,790	new
195	TEACHER RETIREMENT SYSTEM OF TEXAS	$15.9M	121,561	−13,825	trim
196	Wealthfront Advisers LLC	$15.8M	120,426	+2,243	add
197	Gradient Investments LLC	$15.8M	120,253	+1,351	add
198	STEPHENS INC /AR/	$15.3M	116,753	+848	add
199	U.S. Capital Wealth Advisors, LLC	$15.1M	114,859	+1,722	add
200	Retirement Systems of Alabama	$15.1M	114,856	+988	add
201	INTECH INVESTMENT MANAGEMENT LLC	$15.0M	114,337	+62,179	add
202	Brookstone Capital Management	$14.3M	109,285	−6,990	trim
203	Woodline Partners LP	$13.9M	105,672	+14,355	add
204	VOYA INVESTMENT MANAGEMENT LLC	$13.7M	104,655	+20,089	add
205	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$13.2M	101,000	−151,700	trim
206	Midwest Trust Co	$12.6M	96,251	−2,462	trim
207	SKBA CAPITAL MANAGEMENT LLC	$12.6M	96,240	0	no change
208	Robeco Institutional Asset Management B.V.	$12.6M	95,761	−52,302	trim
209	XPONANCE LLC	$12.3M	93,477	+12,689	add
210	Empowered Funds, LLC	$12.2M	93,253	+93,253	new
211	BTG Pactual Asset Management US LLC	$12.2M	93,020	+14,824	add
212	Focus Partners Wealth	$11.9M	91,015	+8,218	add
213	Utah Retirement Systems	$11.4M	86,967	−1,444	trim
214	WATERS PARKERSON & CO., LLC	$11.3M	85,975	+50,860	add
215	Vanguard Personalized Indexing Management, LLC	$10.9M	83,509	+1,642	add
216	BANK OF NOVA SCOTIA	$10.9M	83,314	−57,510	trim
217	L & S Advisors Inc	$10.9M	83,206	+83,206	new
218	Cyndeo Wealth Partners, LLC	$10.9M	82,863	+18,988	add
219	USS Investment Management Ltd	$10.7M	81,975	0	no change
220	SALEM INVESTMENT COUNSELORS INC	$10.7M	81,308	−1,121	trim
221	Huber Capital Management LLC	$10.6M	81,010	+68,885	add
222	Gotham Asset Management, LLC	$10.6M	80,792	+9,100	add
223	Sumitomo Mitsui DS Asset Management Company, Ltd	$10.5M	79,743	+1,600	add
224	BNP Paribas Asset Management Holding S.A.	$10.4M	79,609	−1,081	trim
225	GLENMEDE TRUST CO NA	$10.4M	79,430	−3,293	trim
226	TruWealth Advisors, LLC	$10.3M	78,400	+5,889	add
227	Goelzer Investment Management, Inc.	$10.3M	78,228	+3,538	add
228	Merit Financial Group, LLC	$10.1M	77,327	+13,801	add
229	NewEdge Advisors, LLC	$10.1M	76,767	+23,384	add
230	Soltis Investment Advisors LLC	$10.0M	76,657	+3,537	add
231	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.9M	75,145	+1,731	add
232	Venture Visionary Partners LLC	$9.7M	74,066	+3,235	add
233	HUB Investment Partners, LLC	$9.6M	73,199	+7,552	add
234	YOUSIF CAPITAL MANAGEMENT, LLC	$9.4M	71,410	−1,287	trim
235	Andra AP-fonden	$9.3M	71,100	−6,300	trim
236	Atria Investments, Inc	$9.2M	70,164	−10,504	trim
237	Eastover Investment Advisors LLC	$8.9M	68,232	+335	add
238	Pathstone Holdings, LLC	$8.9M	68,117	+1,904	add
239	CIBC WORLD MARKET INC.	$8.8M	67,456	−66,373	trim
240	Slocum, Gordon & Co LLP	$8.7M	66,099	−506	trim
241	TOCQUEVILLE ASSET MANAGEMENT L.P.	$8.6M	65,504	−2,144	trim
242	FARMERS & MERCHANTS INVESTMENTS INC	$8.6M	65,496	+2,000	add
243	RWC Asset Management LLP	$8.4M	64,425	−350	trim
244	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$8.4M	63,747	+3,210	add
245	TrueMark Investments, LLC	$8.3M	63,511	+3,599	add
246	OPPENHEIMER ASSET MANAGEMENT INC.	$8.3M	63,266	+63,266	new
247	Union Bancaire Privee, UBP SA	$8.3M	70,659	+48,384	add
248	MEYER HANDELMAN CO	$8.2M	62,931	−1,150	trim
249	SHELTON CAPITAL MANAGEMENT	$8.2M	62,746	−1,106	trim
250	CARRET ASSET MANAGEMENT, LLC	$8.2M	62,584	−25	trim
251	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.1M	61,922	+703	add
252	AGF MANAGEMENT LTD	$8.1M	61,892	−973	trim
253	Private Advisor Group, LLC	$8.1M	61,883	−647	trim
254	Jefferies Financial Group Inc.	$8.1M	61,763	+15,494	add
255	OPAL CAPITAL LLC	$8.0M	61,038	+61,038	new
256	CREDIT AGRICOLE S A	$8.0M	60,993	+12,873	add
257	Sand Hill Global Advisors, LLC	$8.0M	60,698	−150	trim
258	FIRST NATIONAL TRUST CO	$7.9M	60,145	−25,377	trim
259	American Assets Investment Management, LLC	$7.9M	60,000	0	no change
260	MAI Capital Management	$7.8M	59,781	+13,641	add
261	Telos Capital Management, Inc.	$7.8M	59,478	−1,329	trim
262	OPPENHEIMER & CO INC	$7.7M	58,907	+58,907	new
263	Ellsworth Advisors, LLC	$7.7M	58,756	+2,374	add
264	SIR Capital Management, L.P.	$7.7M	58,400	+58,400	new
265	Metis Global Partners, LLC	$7.6M	57,650	−1,370	trim
266	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.5M	57,518	+53	add
267	Summit Financial, LLC	$7.5M	56,953	+26,631	add
268	KEYBANK NATIONAL ASSOCIATION/OH	$7.5M	56,952	+6,320	add
269	NISA INVESTMENT ADVISORS, LLC	$7.4M	56,805	−5,180	trim
270	KESTRA PRIVATE WEALTH SERVICES, LLC	$7.4M	56,246	+5,710	add
271	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.3M	56,072	−7,077	trim
272	Lido Advisors, LLC	$7.3M	55,748	−7,554	trim
273	Hollow Brook Wealth Management LLC	$7.3M	55,585	−404	trim
274	Norinchukin Bank, The	$7.3M	55,552	+2,483	add
275	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.2M	54,746	−161,989	trim
276	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.1M	54,350	+54,350	new
277	Vestmark Advisory Solutions, Inc.	$7.1M	53,893	−4,669	trim
278	BLAIR WILLIAM & CO/IL	$7.0M	53,446	+6,134	add
279	PROFUND ADVISORS LLC	$7.0M	53,164	−15,463	trim
280	Capital Investment Advisors, LLC	$6.9M	52,874	−2,264	trim
281	Hennion & Walsh Asset Management, Inc.	$6.9M	52,559	+3,951	add
282	FIL Ltd	$6.9M	52,436	+46,334	add
283	Sagefield Capital LP	$6.8M	52,015	−2,795	trim
284	HB Wealth Management, LLC	$6.8M	51,979	+1,741	add
285	D.A. DAVIDSON & CO.	$6.8M	51,908	+462	add
286	Bridgewater Associates, LP	$6.8M	51,869	+51,869	new
287	Greenland Capital Management LP	$6.7M	51,477	+6,571	add
288	Providence Capital Advisors, LLC	$6.6M	50,606	+1,285	add
289	HIGHLAND CAPITAL MANAGEMENT, LLC	$6.6M	50,603	−170	trim
290	SpringVest Wealth Management LLC	$6.6M	50,287	−890	trim
291	Concurrent Investment Advisors, LLC	$6.5M	49,331	−1,940	trim
292	Tower Research Capital LLC (TRC)	$6.3M	47,979	+10,574	add
293	Polymer Capital Management (US) LLC	$6.3M	47,968	−2,032	trim
294	Orion Porfolio Solutions, LLC	$6.2M	47,407	−6,977	trim
295	Trajan Wealth LLC	$6.2M	47,169	+1,854	add
296	ROMANO BROTHERS AND COMPANY	$6.0M	46,142	−150	trim
297	Independent Advisor Alliance	$6.0M	46,110	+2,034	add
298	Federation des caisses Desjardins du Quebec	$6.0M	46,074	+3,414	add
299	BENJAMIN EDWARDS INC	$6.0M	45,600	−4,359	trim
300	ABN AMRO Bank N.V.	$6.0M	45,141	+36,495	add
301	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	$6.0M	45,458	—	no prior
302	Dakota Wealth Management	$5.9M	45,339	+19	add
303	UniSuper Management Pty Ltd	$5.9M	45,221	−1,879	trim
304	JAMES INVESTMENT RESEARCH, INC.	$5.9M	45,179	−687	trim
305	Community Financial Services Group, LLC	$5.9M	44,793	+44,793	new
306	PITTENGER & ANDERSON INC	$5.9M	44,988	−32	trim
307	Elo Mutual Pension Insurance Co	$5.7M	43,750	+7,461	add
308	STRATEGIC PLANNING GROUP, LLC	$5.7M	43,607	+43,607	new
309	MOTCO	$5.7M	43,585	−268	trim
310	Ledyard National Bank	$5.7M	43,529	−109	trim
311	AXXCESS WEALTH MANAGEMENT, LLC	$5.6M	43,059	+323	add
312	RBA Wealth Management, LLC	$5.6M	42,875	+182	add
313	Howard Capital Management, LLC	$5.6M	42,683	−8,417	trim
314	Guardian Partners Inc.	$5.5M	41,959	−286	trim
315	D. E. Shaw & Co., Inc.	$5.4M	41,465	−48,023	trim
316	SCHRODER INVESTMENT MANAGEMENT GROUP	$5.4M	41,301	+7,658	add
317	Constitution Capital LLC	$5.4M	41,145	+27,170	add
318	Fideuram Asset Management (Ireland) dac	$5.4M	45,151	+39,819	add
319	Mesirow Financial Investment Management, Inc.	$5.4M	41,023	+1,227	add
320	Vident Advisory, LLC	$5.2M	39,740	+14,354	add
321	CAPITAL CITY TRUST CO/FL	$5.1M	39,155	−466	trim
322	IEQ CAPITAL, LLC	$5.1M	39,125	+14,982	add
323	JANE STREET GROUP, LLC	$5.1M	38,941	+11,293	add
324	J.W. COLE ADVISORS, INC.	$5.1M	38,581	−25	trim
325	BROOKFIELD Corp /ON/	$5.0M	38,366	−94	trim
326	Joseph Group Capital Management	$5.0M	38,015	+1,341	add
327	Beacon Pointe Advisors, LLC	$4.9M	37,644	+16,007	add
328	Waverly Advisors, LLC	$4.9M	37,618	+3,370	add
329	EVENTIDE ASSET MANAGEMENT, LLC	$4.8M	36,957	+15,922	add
330	ASSETMARK, INC	$4.7M	36,236	−8,193	trim
331	KAYNE ANDERSON CAPITAL ADVISORS LP	$4.6M	35,263	+35,263	new
332	Regal Investment Advisors LLC	$4.6M	35,124	+1,875	add
333	CCM INVESTMENT ADVISERS LLC	$4.6M	35,109	+35,109	new
334	Ashton Thomas Private Wealth, LLC	$4.6M	34,921	+4,091	add
335	EAGLE GLOBAL ADVISORS LLC	$4.6M	34,820	0	no change
336	First Pacific Financial	$4.5M	34,607	+656	add
337	Davidson Capital Management Inc.	$4.5M	34,443	+34,363	add
338	EXENCIAL WEALTH ADVISORS, LLC	$4.5M	34,027	−322	trim
339	Oxbow Advisors, LLC	$4.4M	33,695	+300	add
340	Equitable Holdings, Inc.	$4.4M	36,809	+11,195	add
341	Principle Wealth Partners LLC	$4.4M	33,254	+30	add
342	Meiji Yasuda America Inc	$4.3M	33,148	−3,550	trim
343	Alpha Omega Wealth Management LLC	$4.3M	33,102	−863	trim
344	Rockline Wealth Management, LLC	$4.3M	32,742	−541	trim
345	MIZUHO SECURITIES USA LLC	$4.3M	32,697	−6,278	trim
346	Ascent Group, LLC	$4.3M	32,681	+2,102	add
347	NORDEA INVESTMENT MANAGEMENT AB	$4.3M	32,682	+321	add
348	PINNACLE ASSOCIATES LTD	$4.3M	32,456	−425	trim
349	MOODY LYNN LIEBERSON & WALKER, LLC	$4.2M	32,328	+30,127	add
350	SIGNET FINANCIAL MANAGEMENT, LLC	$4.1M	31,634	−253	trim
351	Trexquant Investment LP	$4.1M	31,304	−123,583	trim
352	Gryphon Financial Partners LLC	$4.1M	30,923	+1,021	add
353	Carnegie Investment Counsel	$4.0M	30,805	−305	trim
354	KCM Capital Inc	$4.0M	30,800	+30,800	new
355	Allworth Financial LP	$4.0M	30,476	−8,789	trim
356	Smith Salley Wealth Management	$4.0M	30,473	+969	add
357	DAVENPORT & Co LLC	$4.0M	30,348	−21,493	trim
358	Enhancing Capital LLC	$4.0M	30,300	0	no change
359	PFG Investments, LLC	$4.0M	30,220	+1,320	add
360	ROYAL LONDON ASSET MANAGEMENT LTD	$4.0M	30,135	−856	trim
361	MEEDER ASSET MANAGEMENT INC	$3.9M	30,069	+6,002	add
362	Patrick Mauro Investment Advisor, INC.	$3.9M	29,871	−1,597	trim
363	Lombard Odier Asset Management (Switzerland) SA	$3.9M	29,700	+5,300	add
364	Dai-ichi Life Insurance Company, Ltd	$3.9M	29,625	−419	trim
365	Eliot Finkel Investment Counsel, LLC	$3.9M	29,554	−60	trim
366	Apollon Wealth Management, LLC	$3.9M	29,383	+1,694	add
367	SteelPeak Wealth, LLC	$3.8M	29,321	−6,152	trim
368	Advisors Asset Management, Inc.	$3.8M	29,290	+3,355	add
369	BALYASNY ASSET MANAGEMENT L.P.	$3.8M	29,236	−150,892	trim
370	Pathway Financial Advisers, LLC	$3.8M	29,001	+29,001	new
371	Savant Capital, LLC	$3.8M	28,869	+2,776	add
372	Cypress Capital Group	$3.7M	28,238	−230	trim
373	Prospera Financial Services Inc	$3.7M	28,110	+3,398	add
374	WHALEROCK POINT PARTNERS, LLC	$3.6M	27,272	−230	trim
375	Town & Country Bank & Trust CO dba First Bankers Trust CO	$3.6M	27,252	+164	add
376	PATTON FUND MANAGEMENT, INC.	$3.6M	27,249	−50,093	trim
377	OLD NATIONAL BANCORP /IN/	$3.6M	27,246	+24,308	add
378	Citizens National Bank Trust Department	$3.5M	26,994	−210	trim
379	Maryland State Retirement & Pension System	$3.5M	26,944	0	no change
380	Summit Trail Advisors, LLC	$3.5M	26,890	+7,833	add
381	Onex Canada Asset Management Inc.	$3.5M	26,835	+26,835	new
382	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.5M	26,768	+3,147	add
383	OMERS ADMINISTRATION Corp	$3.5M	26,750	+7,905	add
384	Strategic Advisors LLC	$3.5M	26,739	0	no change
385	1ST SOURCE BANK	$3.5M	26,715	+656	add
386	Harrison Street Private Wealth LLC	$3.5M	26,690	—	no prior
387	ELEVATION POINT WEALTH PARTNERS, LLC	$3.4M	26,072	+977	add
388	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.4M	25,785	0	no change
389	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.3M	25,479	+25,479	new
390	Kingsview Wealth Management, LLC	$3.3M	25,322	+205	add
391	Boston Partners	$3.3M	25,078	+1,614	add
392	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$3.3M	25,000	0	no change
393	Kentucky Farm Bureau Mutual Insurance Co	$3.3M	25,000	—	no prior
394	Headlands Technologies LLC	$3.3M	24,883	+24,883	new
395	Altshuler Shaham Ltd	$3.2M	24,692	+4,145	add
396	IHT Wealth Management, LLC	$3.2M	24,658	+11,265	add
397	Ameritas Investment Partners, Inc.	$3.2M	24,392	+292	add
398	BROWN ADVISORY INC	$3.2M	24,381	−434	trim
399	Stratos Wealth Partners, LTD.	$3.1M	23,951	−1,445	trim
400	EXCHANGE TRADED CONCEPTS, LLC	$3.1M	23,764	−2,157	trim
401	Plan Group Financial, LLC	$3.1M	23,414	+2,011	add
402	Advanced Asset Management Advisors Inc	$3.0M	23,225	0	no change
403	Johnson Financial Group, Inc.	$3.0M	23,100	+3,029	add
404	Crossmark Global Holdings, Inc.	$3.0M	22,794	—	no prior
405	UMB Bank, n.a.	$3.0M	22,765	−4,836	trim
406	Horizon Investment Services, LLC	$3.0M	22,739	+20,934	add
407	Snowden Capital Advisors LLC	$3.0M	22,665	−4,368	trim
408	Bleakley Financial Group, LLC	$3.0M	22,541	−2,741	trim
409	FIDUCIARY TRUST CO	$2.9M	22,475	+362	add
410	Patriot Financial Group Insurance Agency, LLC	$2.9M	22,440	+12,620	add
411	NEW ENGLAND ASSET MANAGEMENT INC	$2.9M	22,435	−11,920	trim
412	Sound View Wealth Advisors Group, LLC	$2.9M	22,387	−331	trim
413	Geneos Wealth Management Inc.	$2.9M	22,299	+2,190	add
414	TOUNJIAN ADVISORY PARTNERS, LLC	$2.9M	22,266	−104	trim
415	Perigon Wealth Management, LLC	$2.9M	22,183	+155	add
416	MUFG Securities EMEA plc	$2.9M	22,173	+224	add
417	AMG National Trust Bank	$2.9M	21,750	−469	trim
418	Vectors Research Management, LLC	$2.8M	21,696	−1,743	trim
419	CHOREO, LLC	$2.8M	21,415	+561	add
420	INTRUST BANK NA	$2.8M	21,406	+379	add
421	Granite Group Advisors, LLC	$2.8M	21,084	−5,122	trim
422	World Investment Advisors	$2.8M	21,346	−495	trim
423	RD Lewis Holdings, Inc.	$2.8M	20,247	−255	trim
424	MGO ONE SEVEN LLC	$2.8M	21,159	+1,168	add
425	Diversified Trust Co	$2.8M	21,039	−146	trim
426	TRUST CO OF TOLEDO NA /OH/	$2.7M	20,972	+5	add
427	BERKSHIRE ASSET MANAGEMENT LLC/PA	$2.7M	20,552	+211	add
428	Clearbridge Investments, LLC	$2.7M	20,417	−180	trim
429	Farringdon Capital, Ltd.	$2.7M	20,228	−4,209	trim
430	Commonwealth Financial Services, LLC	$2.6M	19,965	+567	add
431	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$2.6M	19,945	+292	add
432	NORDEN GROUP LLC	$2.6M	19,782	−456	trim
433	Saudi Central Bank	$2.6M	19,714	+19,714	new
434	NorthCrest Asset Manangement, LLC	$2.6M	19,446	−5,829	trim
435	E Fund Management Co., Ltd.	$2.5M	19,203	—	no prior
436	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.5M	19,167	−395	trim
437	Koshinski Asset Management, Inc.	$2.5M	19,070	+1,242	add
438	New Age Alpha Advisors, LLC	$2.5M	18,954	+17,539	add
439	Delta Global Management LP	$2.5M	18,902	−1,073	trim
440	Solitude Financial Services	$2.5M	18,359	+9,944	add
441	GS Investments, Inc.	$2.4M	18,649	−8	trim
442	Jackson Hole Capital Partners, LLC	$2.4M	18,497	+140	add
443	Brooklyn Investment Group	$2.4M	18,342	+5,127	add
444	DC Investments Management, LLC	$2.4M	18,232	0	no change
445	Larson Financial Group LLC	$2.4M	18,220	−230	trim
446	Stamos Capital Partners, L.P.	$2.4M	18,109	−2,128	trim
447	INVESTMENT PARTNERS, LTD.	$2.4M	18,044	−341	trim
448	Focus Partners Advisor Solutions, LLC	$2.3M	17,917	+465	add
449	Altus Wealth Group LLC	$2.3M	17,851	−296	trim
450	Callan Family Office, LLC	$2.3M	17,533	−999	trim
451	Empirical Finance, LLC	$2.3M	17,430	−19	trim
452	CenterBook Partners LP	$2.3M	17,382	+17,382	new
453	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.3M	17,306	+203	add
454	Measured Risk Portfolios, Inc.	$2.2M	17,164	−664	trim
455	Spartan Wealth Advisory Services LLC	$2.2M	17,125	—	no prior
456	MERIDIAN INVESTMENT COUNSEL INC.	$2.2M	17,115	−75	trim
457	LOM Asset Management Ltd	$2.2M	17,076	+279	add
458	HBW ADVISORY SERVICES LLC	$2.2M	16,995	+479	add
459	Prosperity Consulting Group, LLC	$2.2M	16,939	+483	add
460	Apollon Financial, LLC	$2.2M	16,803	−12	trim
461	EP Wealth Advisors, LLC	$2.2M	16,750	+11	add
462	TWIN CAPITAL MANAGEMENT INC	$2.2M	16,685	+173	add
463	KORNITZER CAPITAL MANAGEMENT INC /KS	$2.2M	16,613	0	no change
464	Envestnet Portfolio Solutions, Inc.	$2.2M	16,586	−57,142	trim
465	Laird Norton Wetherby Trust Company, LLC	$2.2M	16,429	−77	trim
466	Hodges Capital Management Inc.	$2.1M	16,339	+656	add
467	QUADRANT CAPITAL GROUP LLC	$2.1M	16,290	+4,058	add
468	Wealthcare Advisory Partners LLC	$2.1M	15,980	+1,721	add
469	NOMURA HOLDINGS INC	$2.1M	15,906	−58,944	trim
470	LITTLE HOUSE CAPITAL LLC	$2.1M	15,897	−156	trim
471	OCCUDO QUANTITATIVE STRATEGIES LP	$2.1M	15,187	−50,948	trim
472	Vise Technologies, Inc.	$2.1M	17,995	0	no change
473	CENTRAL TRUST Co	$2.1M	15,812	−409	trim
474	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.1M	15,805	−177	trim
475	NTV ASSET MANAGEMENT LLC	$2.0M	15,612	+834	add
476	Vontobel Holding Ltd.	$2.0M	15,521	+1,955	add
477	North Dakota State Investment Board	$2.0M	15,498	−2,850	trim
478	Atlantic Edge Private Wealth Management, LLC	$2.0M	15,485	+124	add
479	Gilliland Jeter Wealth Management LLC	$2.0M	15,348	0	no change
480	Hixon Zuercher, LLC	$2.0M	15,330	+29	add
481	EQUITABLE TRUST CO	$2.0M	15,287	−8	trim
482	COURIER CAPITAL LLC	$2.0M	15,247	−1,403	trim
483	Ballentine Partners, LLC	$2.0M	15,002	+131	add
484	Cherokee Insurance Co	$2.0M	15,000	0	no change
485	MUFG SECURITIES AMERICAS INC.	$2.0M	14,966	+546	add
486	Wealthspire Advisors, LLC	$2.0M	14,959	−2,997	trim
487	Meeder Advisory Services, Inc.	$2.0M	14,941	+688	add
488	SEARLE & CO.	$2.0M	14,910	−500	trim
489	Texas Yale Capital Corp.	$1.9M	14,818	+758	add
490	Brevan Howard Capital Management LP	$1.9M	14,897	+6,536	add
491	Archer Investment Corp	$1.9M	14,699	0	no change
492	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.9M	14,677	+14,677	new
493	SECURIAN ASSET MANAGEMENT, INC	$1.9M	14,672	+118	add
494	Western Wealth Management, LLC	$1.9M	14,267	+14,267	new
495	W.G. Shaheen & Associates DBA Whitney & Co	$1.9M	14,220	+1,450	add
496	Northstar Financial Companies, Inc.	$1.9M	14,142	—	no prior
497	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$1.9M	14,139	+2,172	add
498	ONTARIO TEACHERS PENSION PLAN BOARD	$1.8M	14,070	−16,654	trim
499	Ethic Inc.	$1.8M	14,039	+190	add
500	PRUDENTIAL PLC	$1.8M	13,916	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AEP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 David J. Taylor R–OH-2 $2K–$30K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $17.4M held
Trimming: 1 D1 Capital Partners $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AMERICAN ELEC PWR CO INC

Merged timeline of congressional filings and notable-manager moves on AEP
Date	Who	Change	Size
2026-09-05	David J. Taylor Congress	Purchase	$1K–$15K
2026-09-05	David J. Taylor Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+9,100 sh
2026-05-15	Bridgewater Associates 13F	new	+51,869 sh
2026-05-15	D1 Capital Partners 13F	exit	−344,100 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

16 members of Congress disclosed AEP — the congressional view ↗