AEP — AMERICAN ELEC PWR CO INC

Ownership history in BENDER ROBERT & ASSOCIATES  ·  9 quarters on record

This page tracks every 13F SEC filing in which BENDER ROBERT & ASSOCIATES reported a position in AMERICAN ELEC PWR CO INC (AEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2019 Q3)
Avg. % of fund
0.07%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,050 — 0% 0.05% $231K $110.74
2025 Q2 UNCHANGED 2,050 — 0% 0.05% $213K $101.31
2025 Q1 UNCHANGED 2,050 — 0% 0.06% $224K $105.74
2024 Q3 REDUCED 2,050 -100 -4.7% 0.04% $210K $97.42
2022 Q4 UNCHANGED 2,150 — 0% 0.08% $204K $84.05
2022 Q2 REDUCED 2,150 -170 -7.3% 0.08% $206K $83.48
2019 Q4 UNCHANGED 2,320 — 0% 0.10% $219K $75.61
2019 Q3 UNCHANGED 2,320 — 0% 0.11% $217K $74.38
2019 Q2 INITIATED 2,320 — — 0.10% $206K —
% of Fund (quarterly)    AEP price (monthly, adj. close)

Other funds also holding AEP

As of 2025 Q4 — sorted by position size

Heathbridge Capital Management Ltd. 3Y 7Y 7.74% Nexus Investment Management ULC 3Y 7Y 6.18% Slocum, Gordon & Co LLP 5.56% ANTIPODES PARTNERS Ltd 3Y 7Y 4.43% Eastover Investment Advisors LLC 3Y 7Y 3.44% Aventail Capital Group, LP 3Y 3.26% GQG Partners LLC 3Y 7Y 3.21% Stolper Co 3Y 2.75% Allen Mooney & Barnes Investment Advisors LLC 2.65% Alpha Cubed Investments, LLC 3Y 7Y 2.54%
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