Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COLONIAL TRUST ADVISORS | Stock | 551 | $2,079,676 | 25,605 | 0.00 | 0.00 | -937 | -3.53 | 12-31-2023 |
| REGENTATLANTIC CAPITAL LLC | COM | 552 | $2,210,000 | 25,562 | 0.07 | 0.09 | -2,898 | -10.18 | 09-30-2022 |
| CWM LLC | COM | 553 | $2,170,000 | 25,206 | 0.01 | 0.01 | -1,210 | -4.58 | 03-31-2024 |
| ROCKLINE WEALTH MANAGEMENT LLC | COM | 554 | $2,169,199 | 25,194 | 0.00 | 0.00 | 795 | 3.26 | 03-31-2024 |
