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AEP - American Electric Power Co Inc Stock Price, Fair Value and News
92.67
USD
+0.13
(+0.14%)
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
2024-05-17
Advisory Resource Group
ADDED
Premium
Premium
Premium
Premium
6,024
2024-05-17
Heartland Bank & Trust Co
NEW
Premium
Premium
Premium
Premium
4,439
2024-05-17
Aspect Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
74.00
2024-05-17
CCM INVESTMENT ADVISERS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Semmax Financial Advisors Inc.
UNCHANGED
Premium
Premium
Premium
Premium
100
2024-05-16
FSA Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
200
2024-05-16
DCM Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Beacon Capital Management, LLC
REDUCED
Premium
Premium
Premium
Premium
522
2024-05-16
WealthPlan Investment Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
4,800
2024-05-16
Clear Point Advisors Inc.
UNCHANGED
Premium
Premium
Premium
Premium
53.00
2024-05-16
Pineridge Advisors LLC
ADDED
Premium
Premium
Premium
Premium
134
2024-05-16
Creekmur Asset Management LLC
NEW
Premium
Premium
Premium
Premium
17.00
2024-05-16
Global Financial Private Client, LLC
UNCHANGED
Premium
Premium
Premium
Premium
400
2024-05-16
HANCOCK WHITNEY CORP
REDUCED
Premium
Premium
Premium
Premium
10,712
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
177,376
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
722,922
2024-05-16
Jaffetilchin Investment Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
5,314
2024-05-16
Ancora Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
8,157
2024-05-16
B. Riley Wealth Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
25,936
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
10,457
2024-05-16
JANE STREET GROUP, LLC
ADDED
Premium
Premium
Premium
Premium
359,687
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
13,103
2024-05-15
Laird Norton Wetherby Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
11,501
2024-05-15
Ziegler Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Graham Capital Management, L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
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1–25 of 1655
Which funds are the top buyers of AEP?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
49,630,400
4,273,180,000
0.09%
BlackRock Inc.
45,601,700
3,926,310,000
0.09%
STATE STREET CORP
26,077,300
2,245,260,000
0.10%
WELLINGTON MANAGEMENT GROUP LLP
24,877,000
2,141,910,000
0.38%
MORGAN STANLEY
12,647,200
1,088,930,000
0.09%
GEODE CAPITAL MANAGEMENT, LLC
11,833,500
1,016,050,000
0.09%
Dodge & Cox
11,364,300
978,467,000
0.57%
LAZARD ASSET MANAGEMENT LLC
8,586,580
739,303,000
0.90%
Invesco Ltd.
8,356,300
719,478,000
0.16%
Royal Bank of Canada
7,167,940
617,159,000
0.14%
Rows per page:
10
1–10 of 95
Which funds have put a big percent of portfolio in AEP?
Fund Name
$ Value
% Port.
Maple-Brown Abbott Ltd
106,629,000
10.95%
Heathbridge Capital Management Ltd.
14,744,600
5.70%
Soroban Capital Partners LP
363,976,000
5.50%
Slocum, Gordon & Co LLP
6,363,030
4.72%
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund
18,184,000
4.44%
ANTIPODES PARTNERS Ltd
136,926,000
4.33%
Nexus Investment Management ULC
33,555,800
3.23%
Patrick Mauro Investment Advisor, INC.
5,641,620
3.21%
F&V Capital Management, LLC
10,730,000
3.16%
Legacy Capital Wealth Partners, LLC
4,416,590
3.14%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold AEP
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Dodge & Cox
978,467,000
JENNISON ASSOCIATES LLC
67,668,600
Amalgamated Financial Corp.
12,577,000
DUALITY ADVISERS, LP
6,483,930
AlTi Global, Inc.
6,396,630
J.P. Morgan Private Wealth Advisors LLC
5,455,040
Harvest Portfolios Group Inc.
4,664,470
TOCQUEVILLE ASSET MANAGEMENT L.P.
4,475,910
Additions
Fund Name
% Increased
Coppell Advisory Solutions LLC
25,150
EVERMAY WEALTH MANAGEMENT LLC
4,821
DAGCO, INC.
1,728
D. E. Shaw & Co., Inc.
1,371
Allianz Asset Management GmbH
643
Zimmer Partners, LP
578
Annis Gardner Whiting Capital Advisors, LLC
559
Front Row Advisors LLC
532
Reductions
Fund Name
% Reduced
CAROLINAS WEALTH CONSULTING LLC
-99.2
USA FINANCIAL FORMULAS
-98.69
Qube Research & Technologies Ltd
-98.42
Penserra Capital Management LLC
-98.27
SILVERCREST ASSET MANAGEMENT GROUP LLC
-93.57
NEUBERGER BERMAN GROUP LLC
-91.94
Core Alternative Capital
-90.45
Thrivent Financial for Lutherans
-90.35
Sold off
Fund Name
$ Sold
ATLAS Infrastructure Partners (UK) Ltd.
-119,371,000
RENAISSANCE TECHNOLOGIES LLC
-28,135,000
Schonfeld Strategic Advisors LLC
-26,145,300
ING GROEP NV
-16,979,800
DECADE RENEWABLE PARTNERS LP
-13,563,700
Invenomic Capital Management LP
-8,028,520
MERCER GLOBAL ADVISORS INC /ADV
-6,523,000
OCCUDO QUANTITATIVE STRATEGIES LP
-3,940,310