Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WHALEN WEALTH MANAGEMENT INC | COM | 751 | $1,028,489 | 12,663 | 0.00 | 12,663 | +Inf | 12-31-2023 | |
| FIRST TRUST DIRECT INDEXING LP | COM | 752 | $1,065,213 | 12,651 | 0.00 | 0.00 | 865 | 7.34 | 06-30-2023 |
| TEZA CAPITAL MANAGEMENT LLC | COM | 753 | $940,852 | 12,508 | 0.00 | 12,508 | +Inf | 09-30-2023 | |
| HAP TRADING LLC | COM | 754 | $28,288 | 12,500 | 0.00 | 12,500 | +Inf | 12-31-2023 |
