Ticker: AEP CUSIP: 025537101 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Aventail Capital Group, LP | 491,288 | $56,650 |
| HITE Hedge Asset Management LLC | 277,787 | $32,032 |
| Capital Innovations LLC | 26,592 | $3,066 |
| Retireful, LLC | 5,658 | $656 |
| Farringdon Capital, Ltd. | 24,437 | $2,818 |
| Northstar Financial Companies, Inc. | 7,771 | $896 |
| CTC Alternative Strategies, Ltd. | 3,540 | $408 |
| Consolidated Planning Corp | 53,271 | $6,143 |
| BW Gestao de Investimentos Ltda. | 169,861 | $19,587 |
| Aigen Investment Management, LP | 20,098 | $2,318 |
| D1 Capital Partners L.P. | 344,100 | $39,678 |
| TruWealth Advisors, LLC | 72,511 | $8,361 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,119 | $244 |
| SummitTX Capital, L.P. | 86,347 | $9,957 |
| Urban Wealth Management, LLC | 3,003 | $346 |
| 4J Wealth Management LLC | 5,544 | $639 |
| HUB Investment Partners, LLC | 65,647 | $7,570 |
| Spectrum Strategic Capital Management, LLC | 4,408 | $508 |
| ABC ARBITRAGE SA | 20,734 | $2,391 |
| Kingsman Wealth Management, Inc. | 4,120 | $475 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Gallo Partners, LP | 20,585 | 47,139 | +26,554 (+129.0%) |
| Passumpsic Savings Bank | 8,701 | 39,706 | +31,005 (+356.3%) |
| SpringVest Wealth Management LLC | 34,479 | 51,177 | +16,698 (+48.4%) |
| Welch Group, LLC | 8,194 | 325,185 | +316,991 (+3868.6%) |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AM | 42,000 | 130,250 | +88,250 (+210.1%) |
| PATTON FUND MANAGEMENT, INC. | 2,063 | 77,342 | +75,279 (+3649.0%) |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 99,600 | 252,700 | +153,100 (+153.7%) |
| TKG Advisors, LLC | 12,019 | 22,721 | +10,702 (+89.0%) |
| TEMA ETFS LLC | 54,376 | 104,140 | +49,764 (+91.5%) |
| RD Lewis Holdings, Inc. | 19,293 | 20,502 | +1,209 (+6.3%) |
| TOUNJIAN ADVISORY PARTNERS, LLC | 10,270 | 22,370 | +12,100 (+117.8%) |
| G&S Capital LLC | 13,821 | 24,004 | +10,183 (+73.7%) |
| Polymer Capital Management (US) LLC | 7,856 | 50,000 | +42,144 (+536.5%) |
| Allen Mooney & Barnes Investment Advisors LLC | 150,172 | 152,897 | +2,725 (+1.8%) |
| Sustainable Insight Capital Management, LLC | 9,515 | 21,015 | +11,500 (+120.9%) |
| OCCUDO QUANTITATIVE STRATEGIES LP | 16,807 | 66,135 | +49,328 (+293.5%) |
| BTG Pactual Asset Management US LLC | 49,334 | 78,196 | +28,862 (+58.5%) |
| Atlantic Edge Private Wealth Management, LLC | 25 | 15,361 | +15,336 (+61344.0%) |
| SCP Investment, LP | 2,800 | 6,800 | +4,000 (+142.9%) |
| Cyndeo Wealth Partners, LLC | 5,898 | 63,875 | +57,977 (+983.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Heathbridge Capital Management Ltd. | 220,050 | 175,800 | -44,250 (-20.1%) |
| Soroban Capital Partners LP | 4,004,686 | 2,565,987 | -1,438,699 (-35.9%) |
| ANTIPODES PARTNERS Ltd | 2,176,088 | 1,828,970 | -347,118 (-16.0%) |
| GQG Partners LLC | 18,908,983 | 16,902,872 | -2,006,111 (-10.6%) |
| Energy Income Partners, LLC | 1,091,858 | 792,553 | -299,305 (-27.4%) |
| Asset Planning,Inc | 104,938 | 115 | -104,823 (-99.9%) |
| Greenland Capital Management LP | 95,670 | 44,906 | -50,764 (-53.1%) |
| Regency Capital Management Inc.\DE | 49,451 | 47,503 | -1,948 (-3.9%) |
| Alpha Cubed Investments, LLC | 665,602 | 644,401 | -21,201 (-3.2%) |
| Bollard Group LLC | 560,129 | 393,690 | -166,439 (-29.7%) |
| Stack Financial Management, Inc | 287,654 | 282,599 | -5,055 (-1.8%) |
| Measured Risk Portfolios, Inc. | 19,343 | 17,828 | -1,515 (-7.8%) |
| iSAM Funds (UK) Ltd | 38,143 | 27,435 | -10,708 (-28.1%) |
| Patrick Mauro Investment Advisor, INC. | 33,439 | 31,468 | -1,971 (-5.9%) |
| FEDERATED HERMES, INC. | 3,826,858 | 2,819,510 | -1,007,348 (-26.3%) |
| F&V Capital Management, LLC | 130,012 | 128,348 | -1,664 (-1.3%) |
| Hollow Brook Wealth Management LLC | 60,003 | 55,989 | -4,014 (-6.7%) |
| MATRIX ASSET ADVISORS INC/NY | 191,116 | 185,281 | -5,835 (-3.1%) |
| SKBA CAPITAL MANAGEMENT LLC | 103,040 | 96,240 | -6,800 (-6.6%) |
| TWO SIGMA INVESTMENTS, LP | 1,771,231 | 253,380 | -1,517,851 (-85.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Commonwealth Bank of Australia | 3,200,635 | $281,671 |
| Zimmer Partners, LP | 897,134 | $100,928 |
| Munich Reinsurance Co Stock Corp in Munich | 494,747 | $55,659 |
| MQS Management LLC | 5,385 | $606 |
| Point72 Asset Management, L.P. | 993,435 | $111,761 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3,910 | $440 |
| denkapparat Operations GmbH | 3,264 | $367 |
| Empowered Funds, LLC | 89,819 | $10,105 |
| Windsor Advisory Group, LLC | 1,821 | $205 |
| EntryPoint Capital, LLC | 3,740 | $421 |
| Phillips Wealth Planners LLC | 1,829 | $212 |
| ATLANTIC FAMILY WEALTH, LLC | 1,999 | $225 |
| Whalen Wealth Management Inc. | 2,571 | $289 |
| Oak Thistle LLC | 8,701 | $979 |
| LifeWealth Investments, LLC | 4,471 | $503 |
| TWO SIGMA ADVISERS, LP | 388,200 | $43,673 |
| McCarthy & Cox | 2,891 | $325 |
| OPPENHEIMER & CO INC | 58,338 | $6,563 |
| Econ Financial Services Corp | 2,106 | $237 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 56,273 | $6,331 |