AEP β€” AMERICAN ELEC PWR INC COM

Ownership history in OPPENHEIMER & CO INC  Β·  79 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported AMERICAN ELEC PWR INC COM (AEP) in 79 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows AEP at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in AMERICAN ELEC PWR INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AEP was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held AEP β€” position size vs. price
% of Fund (quarterly)    AEP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 58,338 +6,431 +12.4% 0.08% $6.6M 2025-11-06 $117.66
2025 Q2 REDUCED 51,907 -5,115 -9.0% 0.07% $5.4M 2025-07-31 $110.46
2025 Q1 ADDED 57,022 +12,858 +29.1% 0.09% $6.2M 2025-04-23 $103.56
2024 Q4 REDUCED 44,164 -453 -1.0% 0.06% $4.1M 2025-02-05 $95.29
2024 Q3 ADDED 44,617 +1,095 +2.5% 0.07% $4.6M 2024-11-05 $95.33
2024 Q2 ADDED 43,522 +2,271 +5.5% 0.06% $3.8M 2024-08-08 $92.25
2024 Q1 REDUCED 41,251 -4,801 -10.4% 0.06% $3.6M 2024-05-07 $83.74
2023 Q4 ADDED 46,052 +355 +0.8% 0.07% $3.7M 2024-02-13 $73.41
71 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AEP

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.06%

FAQ About OPPENHEIMER & CO INC and AEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning AEP?

OPPENHEIMER & CO INC reported AEP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AEP position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for AEP was 0.09% in 2025 Q1.

What is the latest reported AEP position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 58,338 shares, equal to 0.08% of portfolio, with an estimated market value of $6.6M.

What does the chart on this AEP ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly AEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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