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AMERICAN ELECTRIC POWER
AMERICAN ELECTRIC POWER. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 25 Institutional holders with a total value of $21,047,630.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BEACON FINANCIAL GROUP 123,814 6,460,000 30.69%
2 Forester Capital Management, LTD 88,187 4,604,000 21.87%
3 CenturyLink Investment Management Co 34,175 1,784,000 8.48%
4 Willingdon Wealth Management 23,304 1,217,000 5.78%
5 BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 21,300 1,112,000 5.28%
6 VALLEY WEALTH MANAGERS, INC. 18,865 985,000 4.68%
7 FULTON BREAKEFIELD BROENNIMAN LLC 14,488 756,000 3.59%
8 SECURITY NATIONAL TRUST CO 13,128 686,000 3.26%
9 NatWest Group plc 10,252 535,000 2.54%
10 ParenteBeard Wealth Management, LLC 9,464 494,000 2.35%
11 TORONTO DOMINION BANK 9,225 482,000 2.29%
12 SILVERCREST ASSET MANAGEMENT GROUP LLC 8,108 423,000 2.01%
13 MACNEALY HOOVER INVESTMENT MANAGEMENT INC 7,010 365,000 1.73%
14 B. Riley Wealth Advisors, Inc. 6,862 358,000 1.70%
15 BAR HARBOR WEALTH MANAGEMENT 4,575 239,000 1.14%
16 Weatherstone Capital Management 4,344 227,000 1.08%
17 SEVEN EIGHT CAPITAL, LP 1,900 99,199 0.47%
18 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,020 53,000 0.25%
19 Riggs Asset Managment Co. Inc. 953 50,000 0.24%
20 Estabrook Capital Management 900 46,989 0.22%
21 Advisors Preferred, LLC 449 23,442 0.11%
22 SUMMIT SECURITIES GROUP LLC 400 21,000 0.10%
23 Gemmer Asset Management LLC 258 13,000 0.06%
24 SUMMIT SECURITIES GROUP LLC 15 8,000 0.04% Put
25 SATURNA CAPITAL CORP 120 6,000 0.03%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.