AMERICAN ELEC PWR CO INC (AEPPZ)
Institutional ownership reported to the SEC as of Q2 2023, across 12 quarters.
44
Reporting holders
$760.6M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | $130.7M | 2,629,908 | 0.06% | 12q | HELD |
| Calamos Advisors LLC | $84.0M | 1,690,162 | 0.42% | 12q | HELD |
| CAMDEN ASSET MANAGEMENT L P /CA | $78.6M | 1,590,000 | 2.73% | 2q | +67.4%+$31.6M |
| BlackRock Inc. | $69.4M | 1,396,184 | 0.00% | 12q | +8.6%+$5.5M |
| TWO SIGMA INVESTMENTS, LP | $62.8M | 1,264,059 | 0.16% | 2q | +107.8%+$32.6M |
| Capital Research Global Investors | $47.4M | 953,221 | 0.01% | 12q | HELD |
| Capital World Investors | $41.3M | 831,914 | 0.01% | 12q | HELD |
| ADVENT CAPITAL MANAGEMENT /DE/ | $32.2M | 647,494 | 0.62% | 12q | -16.8%-$6.5M |
| VICTORY CAPITAL MANAGEMENT INC | $26.5M | 534,115 | 0.03% | 11q | -56.4%-$34.3M |
| BANK OF MONTREAL /CAN/ | $21.6M | 440,000 | 0.01% | new | NEW |
| PIER 88 INVESTMENT PARTNERS LLC | $18.4M | 371,300 | 4.57% | 7q | +3.4%+$606.1K |
| STATE STREET CORP | $17.5M | 354,211 | 0.00% | 12q | +22.9%+$3.3M |
| JANE STREET GROUP, LLC | $14.1M | 284,699 | 0.00% | 4q | +3.7%+$502.1K |
| BANK OF AMERICA CORP /DE/ | $12.8M | 257,583 | 0.00% | 12q | -31.8%-$6.0M |
| Weiss Asset Management LP | $11.4M | 230,000 | 0.87% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.9M | 220,173 | 0.00% | 2q | -39.8%-$7.2M |
| FMR LLC | $9.3M | 187,300 | 0.00% | 12q | -50.0%-$9.3M |
| Invesco Ltd. | $8.2M | 164,900 | 0.00% | 7q | -45.7%-$6.9M |
| AMERIPRISE FINANCIAL INC | $7.9M | 160,150 | 0.00% | 11q | -44.8%-$6.4M |
| WELLS FARGO & COMPANY/MN | $6.1M | 122,526 | 0.00% | 12q | +13.6%+$727.6K |
| CITIGROUP INC | $6.1M | 122,155 | 0.00% | 3q | +57.7%+$2.2M |
| AEGON USA Investment Management, LLC | $6.0M | 120,911 | 3.44% | 12q | -45.7%-$5.0M |
| SSI INVESTMENT MANAGEMENT LLC | $5.3M | 107,745 | 0.37% | 6q | -22.5%-$1.5M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $4.8M | 97,107 | 0.09% | 7q | HELD |
| JPMORGAN CHASE & CO | $4.7M | 94,090 | 0.00% | 2q | +76.3%+$2.0M |
| PIPER SANDLER & CO. | $3.9M | 78,947 | 4.19% | new | NEW |
| Russell Investments Group, Ltd. | $3.9M | 3,939,500 | 0.01% | 9q | -1.9%-$76.4K |
| RATIONAL ADVISORS LLC | $3.8M | 76,300 | 0.31% | 2q | +19.0%+$606.1K |
| PUTNAM INVESTMENTS LLC | $3.1M | 63,335 | 0.00% | 6q | -13.0%-$469.2K |
| WELLINGTON MANAGEMENT GROUP LLP | $2.9M | 59,455 | 0.00% | 12q | HELD |
| Jefferies Financial Group Inc. | $1.9M | 37,895 | 0.02% | 3q | -1.2%-$23.1K |
| CSS LLC/IL | $1.7M | 33,885 | 0.10% | new | NEW |
| TRUIST FINANCIAL CORP | $1.0M | 20,475 | 0.00% | 10q | +1.0%+$9.9K |
| Laffer Tengler Investments, Inc. | $940.0K | 19,000 | 0.25% | 11q | HELD |
| Steward Partners Investment Advisory, LLC | $919.1K | 18,500 | 0.01% | 10q | +0.8%+$7.5K |
| Calamos Wealth Management LLC | $797.6K | 16,054 | 0.06% | 6q | -4.9%-$41.2K |
| MORGAN STANLEY | $620.3K | 12,562 | 0.00% | 12q | +18.3%+$96.0K |
| Royal Bank of Canada | $322.0K | 6,469 | 0.00% | 12q | -14.9%-$56.5K |
| AMERICAN CENTURY COMPANIES INC | $252.0K | 5,072 | 0.00% | 6q | -25.8%-$87.5K |
| Dynamic Advisor Solutions LLC | $225.8K | 4,544 | 0.01% | 10q | +4.1%+$8.9K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $72.0K | 1,450 | 0.00% | 3q | HELD |
| Nuveen Asset Management, LLC | $70.9K | 142,673 | 0.00% | 3q | -2.7%-$2.0K |
| FIFTH THIRD BANCORP | $49.7K | 1,000 | 0.00% | new | NEW |
| UBS Group AG | $49.7K | 1,000 | 0.00% | 3q | -55.6%-$62.2K |
| Live Oak Investment Partners | $32.6K | 657 | 0.03% | 3q | HELD |
| VAN ECK ASSOCIATES CORP | $19.7K | 395,589 | 0.04% | 12q | +29.7%+$4.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.5K | 111,026 | 0.00% | 12q | HELD |
| MERITAGE PORTFOLIO MANAGEMENT | $5.2K | 104,163 | 0.37% | 7q | +4.5% |
| UMB Bank, n.a. | $3.9K | 79 | 0.00% | 7q | HELD |
| CWM, LLC | $271 | 5,450 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2023 | 44 | $760.6M | 15,328,586 | 5 | 14 | 15 | 0.0% |
| Q1 2023 | 44 | $749.3M | 14,888,319 | 8 | 13 | 14 | 0.0% |
| Q4 2022 | 36 | $708.8M | 13,705,672 | 5 | 10 | 12 | 0.0% |
| Q3 2022 | 47 | $817.3M | 16,485,108 | 5 | 16 | 15 | 0.0% |
| Q2 2022 | 45 | $914.6M | 16,894,406 | 3 | 18 | 15 | 0.0% |
| Q1 2022 | 47 | $994.4M | 17,735,427 | 9 | 17 | 6 | 0.0% |
| Q4 2021 | 43 | $872.4M | 16,601,016 | 11 | 13 | 7 | 0.0% |
| Q3 2021 | 34 | $808.3M | 16,264,071 | 3 | 14 | 8 | 0.0% |
| Q2 2021 | 34 | $823.1M | 16,070,275 | 2 | 17 | 9 | 0.0% |
| Q1 2021 | 44 | $777.2M | 15,899,813 | 10 | 14 | 11 | 0.0% |
| Q4 2020 | 41 | $852.7M | 16,904,956 | 6 | 14 | 11 | 0.0% |
| Q3 2020 | 45 | $791.2M | 16,139,029 | 45 | 0 | 0 | 0.0% |