Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,530 holders are listed, largest first: 1,530
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $54.1B
holders whose share count rose or who opened the position (new + add), by shares: 764
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 157

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

Newest 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 2026-07-03 → 2026-10-01 · 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	BUY	$1K–$15K
2026-09-05	David J. Taylor Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

16 members of Congress disclosed AEP — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).