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

Institutional Holders (2015Q1)
Portfolio Summary: 28 Institutional holders with a total value of $82,745,156.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HUDSON EDGE INVESTMENT PARTNERS INC. 667,688 37,557,000 45.39%
2 AFFINITY INVESTMENT ADVISORS, LLC 211,204 11,880,000 14.36%
3 DOMANI WEALTH, LLC 532 9,464,000 11.44%
4 BEACON FINANCIAL GROUP 124,308 7,034,000 8.50%
5 HL FINANCIAL SERVICES LLC 75,295 4,235,000 5.12%
6 Janney Montgomery Scott LLC 53,302 2,998,000 3.62%
7 CenturyLink Investment Management Co 30,615 1,722,000 2.08%
8 BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 21,300 1,198,000 1.45%
9 VALLEY WEALTH MANAGERS, INC. 20,880 1,175,000 1.42%
10 SECURITY NATIONAL TRUST CO 13,128 738,000 0.89%
11 FULTON BREAKEFIELD BROENNIMAN LLC 12,976 730,000 0.88%
12 Willingdon Wealth Management 12,887 725,000 0.88%
13 SEVEN EIGHT CAPITAL, LP 10,691 601,000 0.73%
14 NatWest Group plc 9,664 543,000 0.66%
15 B. Riley Wealth Advisors, Inc. 8,221 463,000 0.56%
16 MACNEALY HOOVER INVESTMENT MANAGEMENT INC 7,010 394,000 0.48%
17 WealthTrust Fairport, LLC 5,345 301,000 0.36%
18 BAR HARBOR WEALTH MANAGEMENT 4,549 256,000 0.31%
19 Capital Wealth Planning, LLC 3,700 208,000 0.25%
20 SUMMIT SECURITIES GROUP LLC 2,515 141,000 0.17%
21 Karp Capital Management Corp 2,057 116,000 0.14%
22 Cranbrook Wealth Management, LLC 1,709 96,000 0.12%
23 Riggs Asset Managment Co. Inc. 953 54,000 0.07%
24 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 820 46,000 0.06%
25 Estabrook Capital Management 625 35,156 0.04%
26 Catalyst Capital Advisors LLC 350 20,000 0.02%
27 Gemmer Asset Management LLC 273 15,000 0.02%
28 SUMMIT SECURITIES GROUP LLC 18 0 0.00% Put

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.