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American Electric Power

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Russell Investments Group, Ltd.
DECREASED
Shares3,939,500 from 4,016,350
Change-76,850 (-2%)
Value$3.9M (-$130.2K)
Filed 2023-08-10
Franklin Resources Inc
DECREASED
Shares2,629,908 from 2,633,702
Change-3,794 (0%)
Value$130.7M (-$2.0M)
Filed 2023-08-11
Calamos Advisors LLC
DECREASED
Shares1,690,162 from 1,698,391
Change-8,229 (0%)
Value$84.0M (-$1.5M)
Filed 2023-07-28
Camden Asset Management L P
INCREASED
Shares1,590,000 from 950,000
Change+640,000 (+67%)
Value$78.6M (+$30.9M)
Filed 2023-08-11
BlackRock Inc.
INCREASED
Shares1,396,184 from 1,285,854
Change+110,330 (+9%)
Value$69.4M (+$4.6M)
Filed 2023-08-11
Two Sigma Investments, LP
INCREASED
Shares1,264,059 from 608,448
Change+655,611 (+108%)
Value$62.8M (+$32.2M)
Filed 2023-08-14
Capital Research Global Investors
UNCHANGED
Shares953,221 from 953,221
Change0 (0%)
Value$47.4M (-$638.7K)
Filed 2023-08-11
Capital World Investors
UNCHANGED
Shares831,914 from 831,914
Change0 (0%)
Value$41.3M (-$557.4K)
Filed 2023-08-11
Advent Capital Management
DECREASED
Shares647,494 from 778,400
Change-130,906 (-17%)
Value$32.2M (-$7.1M)
Filed 2023-08-11
Victory Capital Management Inc
DECREASED
Shares534,115 from 1,224,259
Change-690,144 (-56%)
Value$26.5M (-$35.1M)
Filed 2023-07-27
Bank of Montreal
NEW
Shares440,000
Change+440,000
Value$21.6M
Filed 2023-08-02
Van Eck Associates Corp
INCREASED
Shares395,589 from 304,911
Change+90,678 (+30%)
Value$19.7K (+$4.3K)
Filed 2023-08-03
Pier 88 Investment Partners LLC
INCREASED
Shares371,300 from 359,100
Change+12,200 (+3%)
Value$18.4M (+$365.5K)
Filed 2023-08-07
State Street Corp
INCREASED
Shares354,211 from 288,211
Change+66,000 (+23%)
Value$17.5M (+$3.1M)
Filed 2023-08-14
Jane Street Group, LLC
INCREASED
Shares284,699 from 274,592
Change+10,107 (+4%)
Value$14.1M (+$318.1K)
Filed 2023-08-14
Bank of America Corp
DECREASED
Shares257,583 from 377,599
Change-120,016 (-32%)
Value$12.8M (-$6.2M)
Filed 2023-08-14
Susquehanna International Group, LLP
DECREASED
Shares220,173 from 366,000
Change-145,827 (-40%)
Value$10.9M (-$7.5M)
Filed 2023-08-11
FMR LLC
UNCHANGED
Shares187,300 from 187,300
Change0 (0%)
Value$9.3M (-$138.6K)
Filed 2026-11-05
Invesco Ltd.
DECREASED
Shares164,900 from 303,900
Change-139,000 (-46%)
Value$8.2M (-$7.1M)
Filed 2023-08-11
Ameriprise Financial Inc
DECREASED
Shares160,150 from 290,375
Change-130,225 (-45%)
Value$7.9M (-$6.7M)
Filed 2023-08-14
Nuveen Asset Management, LLC
DECREASED
Shares142,673 from 146,638
Change-3,965 (-3%)
Value$70.9K (+$70.8K)
Filed 2023-08-16
Wells Fargo & Company
INCREASED
Shares122,526 from 107,880
Change+14,646 (+14%)
Value$6.1M (+$655.3K)
Filed 2023-08-15
Citigroup Inc
INCREASED
Shares122,155 from 77,439
Change+44,716 (+58%)
Value$6.1M (+$2.2M)
Filed 2023-08-10
Aegon USA Investment Management, LLC
INCREASED
Shares120,911 from 111,426
Change+9,485 (+9%)
Value$6.0M (+$386.2K)
Filed 2023-08-01
Price T Rowe Associates Inc
UNCHANGED
Shares111,026 from 111,026
Change0 (0%)
Value$5.5K (-$67)
Filed 2023-08-14
SSI Investment Management LLC
DECREASED
Shares107,745 from 138,970
Change-31,225 (-22%)
Value$5.3M (-$1.6M)
Filed 2023-08-09
Meritage Portfolio Management
INCREASED
Shares104,163 from 99,666
Change+4,497 (+5%)
Value$5.2K (+$157)
Filed 2023-07-31
Cbre Investment Management Listed Real Assets LLC
UNCHANGED
Shares97,107 from 97,107
Change0 (0%)
Value$4.8M (-$65.1K)
Filed 2023-08-11
JPMorgan Chase & Co
INCREASED
Shares94,090 from 53,370
Change+40,720 (+76%)
Value$4.7M (+$2.0M)
Filed 2023-08-11
Piper Sandler & Co.
NEW
Shares78,947
Change+78,947
Value$3.9M
Filed 2023-08-10
Rational Advisors, Inc.
INCREASED
Shares76,300 from 64,100
Change+12,200 (+19%)
Value$3.8M (+$563.1K)
Filed 2023-08-08
Putnam Investments LLC
DECREASED
Shares63,335 from 72,825
Change-9,490 (-13%)
Value$3.1M (-$523.1K)
Filed 2023-08-14
Wellington Management Group LLP
UNCHANGED
Shares59,455 from 59,455
Change0 (0%)
Value$2.9M (-$44.0K)
Filed 2023-08-14
Jefferies Financial Group Inc.
DECREASED
Shares37,895 from 38,359
Change-464 (-1%)
Value$1.9M (-$48.8K)
Filed 2023-08-14
CSS LLC
NEW
Shares33,885
Change+33,885
Value$1.7M
Filed 2023-08-14
Truist Financial Corp
INCREASED
Shares20,475 from 20,275
Change+200 (+1%)
Value$1.0M (-$3.6K)
Filed 2023-08-01
Laffer Tengler Investments, Inc.
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$940.0K (-$15.8K)
Filed 2023-08-14
Steward Partners Investment Advisory, LLC
INCREASED
Shares18,500 from 18,350
Change+150 (+1%)
Value$919.1K (-$4.8K)
Filed 2023-08-14
Calamos Wealth Management LLC
DECREASED
Shares16,054 from 16,884
Change-830 (-5%)
Value$797.6K (-$52.5K)
Filed 2023-07-28
Morgan Stanley
INCREASED
Shares12,562 from 10,617
Change+1,945 (+18%)
Value$620.3K (+$85.7K)
Filed 2023-08-14
Royal Bank of Canada
DECREASED
Shares6,469 from 7,605
Change-1,136 (-15%)
Value$322.0K (-$61.0K)
Filed 2023-08-14
CWM, LLC
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$271 (-$3)
Filed 2023-08-03
American Century Companies Inc
DECREASED
Shares5,072 from 6,833
Change-1,761 (-26%)
Value$252.0K (-$92.6K)
Filed 2023-08-14
Dynamic Advisor Solutions LLC
INCREASED
Shares4,544 from 4,364
Change+180 (+4%)
Value$225.8K (+$6.0K)
Filed 2023-08-03
Cary Street Partners Investment Advisory LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$72.0K (-$972)
Filed 2023-08-10
Fifth Third Bancorp
NEW
Shares1,000
Change+1,000
Value$49.7K
Filed 2023-07-26
UBS Group AG
DECREASED
Shares1,000 from 2,253
Change-1,253 (-56%)
Value$49.7K (-$63.8K)
Filed 2023-08-11
Live Oak Investment Partners
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$32.6K (-$440)
Filed 2023-07-13
UMB Bank, n.a.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$3.9K (-$53)
Filed 2023-07-25
Westwood Holdings Group Inc
CLOSED
Shares0 from 337,775
Change-337,775 (-100%)
Value$0 (-$17.0K)
Filed 2023-08-11
Thrivent Financial for Lutherans
CLOSED
Shares0 from 300,626
Change-300,626 (-100%)
Value$0 (-$15.1K)
Filed 2023-08-14
Sculptor Capital LP
CLOSED
Shares0 from 125,000
Change-125,000 (-100%)
Value$0 (-$6.3M)
Filed 2023-08-14
BlueCrest Capital Management Ltd
CLOSED
Shares0 from 86,279
Change-86,279 (-100%)
Value$0 (-$4.3M)
Filed 2023-08-14
Manufacturers Life Insurance Company, the
CLOSED
Shares0 from 20,750
Change-20,750 (-100%)
Value$0 (-$1.0M)
Filed 2023-08-11
Kavar Capital Partners Group, LLC
CLOSED
Shares0 from 16,600
Change-16,600 (-100%)
Value$0 (-$835.8K)
Filed 2023-08-07
Millennium Management LLC
CLOSED
Shares0 from 4,418
Change-4,418 (-100%)
Value$0 (-$222)
Filed 2023-08-14
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 1,567
Change-1,567 (-100%)
Value$0 (-$79)
Filed 2023-08-14
Advisory Services Network, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$20.1K)
Filed 2023-08-09
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-08-10
Status
Russell Investments Group, Ltd.
DECREASED3,939,5004,016,350-76,850-2%$4.0M$3.9M-$130.2K2023-08-10
Franklin Resources Inc
DECREASED2,629,9082,633,702-3,7940%$132.6M$130.7M-$2.0M2023-08-11
Calamos Advisors LLC
DECREASED1,690,1621,698,391-8,2290%$85.5M$84.0M-$1.5M2023-07-28
Camden Asset Management L P
INCREASED1,590,000950,000+640,000+67%$47.7M$78.6M+$30.9M2023-08-11
BlackRock Inc.
INCREASED1,396,1841,285,854+110,330+9%$64.7M$69.4M+$4.6M2023-08-11
Two Sigma Investments, LP
INCREASED1,264,059608,448+655,611+108%$30.6M$62.8M+$32.2M2023-08-14
Capital Research Global Investors
UNCHANGED953,221953,22100%$48.0M$47.4M-$638.7K2023-08-11
Capital World Investors
UNCHANGED831,914831,91400%$41.9M$41.3M-$557.4K2023-08-11
Advent Capital Management
DECREASED647,494778,400-130,906-17%$39.3M$32.2M-$7.1M2023-08-11
Victory Capital Management Inc
DECREASED534,1151,224,259-690,144-56%$61.6M$26.5M-$35.1M2023-07-27
Bank of Montreal
NEW440,000—+440,000——$21.6M—2023-08-02
Van Eck Associates Corp
INCREASED395,589304,911+90,678+30%$15.4K$19.7K+$4.3K2023-08-03
Pier 88 Investment Partners LLC
INCREASED371,300359,100+12,200+3%$18.1M$18.4M+$365.5K2023-08-07
State Street Corp
INCREASED354,211288,211+66,000+23%$14.5M$17.5M+$3.1M2023-08-14
Jane Street Group, LLC
INCREASED284,699274,592+10,107+4%$13.8M$14.1M+$318.1K2023-08-14
Bank of America Corp
DECREASED257,583377,599-120,016-32%$19.0M$12.8M-$6.2M2023-08-14
Susquehanna International Group, LLP
DECREASED220,173366,000-145,827-40%$18.4M$10.9M-$7.5M2023-08-11
FMR LLC
UNCHANGED187,300187,30000%$9.4M$9.3M-$138.6K2026-11-05
Invesco Ltd.
DECREASED164,900303,900-139,000-46%$15.3M$8.2M-$7.1M2023-08-11
Ameriprise Financial Inc
DECREASED160,150290,375-130,225-45%$14.6M$7.9M-$6.7M2023-08-14
Nuveen Asset Management, LLC
DECREASED142,673146,638-3,965-3%$74$70.9K+$70.8K2023-08-16
Wells Fargo & Company
INCREASED122,526107,880+14,646+14%$5.4M$6.1M+$655.3K2023-08-15
Citigroup Inc
INCREASED122,15577,439+44,716+58%$3.9M$6.1M+$2.2M2023-08-10
Aegon USA Investment Management, LLC
INCREASED120,911111,426+9,485+9%$5.6M$6.0M+$386.2K2023-08-01
Price T Rowe Associates Inc
UNCHANGED111,026111,02600%$5.6K$5.5K-$672023-08-14
SSI Investment Management LLC
DECREASED107,745138,970-31,225-22%$7.0M$5.3M-$1.6M2023-08-09
Meritage Portfolio Management
INCREASED104,16399,666+4,497+5%$5.0K$5.2K+$1572023-07-31
Cbre Investment Management Listed Real Assets LLC
UNCHANGED97,10797,10700%$4.9M$4.8M-$65.1K2023-08-11
JPMorgan Chase & Co
INCREASED94,09053,370+40,720+76%$2.7M$4.7M+$2.0M2023-08-11
Piper Sandler & Co.
NEW78,947—+78,947——$3.9M—2023-08-10
Rational Advisors, Inc.
INCREASED76,30064,100+12,200+19%$3.2M$3.8M+$563.1K2023-08-08
Putnam Investments LLC
DECREASED63,33572,825-9,490-13%$3.7M$3.1M-$523.1K2023-08-14
Wellington Management Group LLP
UNCHANGED59,45559,45500%$3.0M$2.9M-$44.0K2023-08-14
Jefferies Financial Group Inc.
DECREASED37,89538,359-464-1%$1.9M$1.9M-$48.8K2023-08-14
CSS LLC
NEW33,885—+33,885——$1.7M—2023-08-14
Truist Financial Corp
INCREASED20,47520,275+200+1%$1.0M$1.0M-$3.6K2023-08-01
Laffer Tengler Investments, Inc.
UNCHANGED19,00019,00000%$955.9K$940.0K-$15.8K2023-08-14
Steward Partners Investment Advisory, LLC
INCREASED18,50018,350+150+1%$923.9K$919.1K-$4.8K2023-08-14
Calamos Wealth Management LLC
DECREASED16,05416,884-830-5%$850.1K$797.6K-$52.5K2023-07-28
Morgan Stanley
INCREASED12,56210,617+1,945+18%$534.6K$620.3K+$85.7K2023-08-14
Royal Bank of Canada
DECREASED6,4697,605-1,136-15%$383.0K$322.0K-$61.0K2023-08-14
CWM, LLC
UNCHANGED5,4505,45000%$274$271-$32023-08-03
American Century Companies Inc
DECREASED5,0726,833-1,761-26%$344.6K$252.0K-$92.6K2023-08-14
Dynamic Advisor Solutions LLC
INCREASED4,5444,364+180+4%$219.7K$225.8K+$6.0K2023-08-03
Cary Street Partners Investment Advisory LLC
UNCHANGED1,4501,45000%$73.0K$72.0K-$9722023-08-10
Fifth Third Bancorp
NEW1,000—+1,000——$49.7K—2023-07-26
UBS Group AG
DECREASED1,0002,253-1,253-56%$113.4K$49.7K-$63.8K2023-08-11
Live Oak Investment Partners
UNCHANGED65765700%$33.1K$32.6K-$4402023-07-13
UMB Bank, n.a.
UNCHANGED797900%$4.0K$3.9K-$532023-07-25
Westwood Holdings Group Inc
CLOSED0337,775-337,775-100%$17.0K$0-$17.0K2023-08-11
Thrivent Financial for Lutherans
CLOSED0300,626-300,626-100%$15.1K$0-$15.1K2023-08-14
Sculptor Capital LP
CLOSED0125,000-125,000-100%$6.3M$0-$6.3M2023-08-14
BlueCrest Capital Management Ltd
CLOSED086,279-86,279-100%$4.3M$0-$4.3M2023-08-14
Manufacturers Life Insurance Company, the
CLOSED020,750-20,750-100%$1.0M$0-$1.0M2023-08-11
Kavar Capital Partners Group, LLC
CLOSED016,600-16,600-100%$835.8K$0-$835.8K2023-08-07
Millennium Management LLC
CLOSED04,418-4,418-100%$222$0-$2222023-08-14
Tower Research Capital LLC (TRC)
CLOSED01,567-1,567-100%$79$0-$792023-08-14
Advisory Services Network, LLC
CLOSED0400-400-100%$20.1K$0-$20.1K2023-08-09
Proequities, Inc.
UNCHANGED000—$0$0$02023-08-10
Showing 59 of 59 institutions