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

Institutional Holders (2016Q1)
Portfolio Summary: 31 Institutional holders with a total value of $31,134,140.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BEACON FINANCIAL GROUP 132,721 8,762,000 28.14%
2 HL FINANCIAL SERVICES LLC 80,897 5,372,000 17.25%
3 Pensionfund PDN 63,000 4,183,000 13.44%
4 PENSIONFUND SABIC 29,000 1,926,000 6.19%
5 VALLEY WEALTH MANAGERS, INC. 17,865 1,186,000 3.81%
6 Wills Financial Group, Inc. 17,190 1,141,000 3.66%
7 Verity & Verity, LLC 16,630 1,104,000 3.55%
8 BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 16,000 1,062,000 3.41%
9 Capital Investment Advisors, LLC 14,492 962,000 3.09%
10 SECURITY NATIONAL TRUST CO 12,043 799,000 2.57%
11 FULTON BREAKEFIELD BROENNIMAN LLC 10,779 716,000 2.30%
12 HighPoint Advisor Group LLC 10,504 659,000 2.12%
13 DOMANI WEALTH, LLC 8,496 561,000 1.80%
14 COMMUNITY TRUST & INVESTMENT CO 7,429 493,000 1.58%
15 Nadler Financial Group, Inc. 7,336 487,000 1.56%
16 MACNEALY HOOVER INVESTMENT MANAGEMENT INC 6,660 442,000 1.42%
17 BAR HARBOR WEALTH MANAGEMENT 4,525 301,000 0.97%
18 BANK OF STOCKTON 4,225 281,000 0.90%
19 Capital Wealth Planning, LLC 3,700 246,000 0.79%
20 TCI Wealth Advisors, Inc. 1,661 110,000 0.35%
21 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,092 73,000 0.23%
22 Riggs Asset Managment Co. Inc. 953 63,000 0.20%
23 TRUST CO 865 57,000 0.18%
24 Estabrook Capital Management 725 48,140 0.15%
25 Burt Wealth Advisors 717 48,000 0.15%
26 Gemmer Asset Management LLC 271 17,000 0.05%
27 JNBA Financial Advisors 185 12,000 0.04%
28 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 125 8,000 0.03%
29 Lenox Wealth Management, Inc. 124 8,000 0.03%
30 Ruggie Capital Group 87 6,000 0.02%
31 D. SCOTT NEAL, INC. 10 1,000 0.00%

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.