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HighTower Advisors, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighTower Advisors, LLC on AEP, newest first. How the timeline and the estimate are built.

HighTower Advisors, LLC held 1,983,231 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,983,231 shares
    Change vs previous 13F +775 shares

    0.26% of the 13F portfolio, value $271,325,787.

    13F-HR 0001085146-26-000563 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,982,456 shares
    Change vs previous 13F +6,981 shares

    0.28% of the 13F portfolio, value $259,863,839.

    13F-HR 0001085146-26-000383 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,975,475 shares
    Change vs previous 13F -522 shares

    0.25% of the 13F portfolio, value $227,792,031.

    13F-HR 0001085146-26-000163 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,975,997 shares
    Change vs previous 13F +65,709 shares

    0.25% of the 13F portfolio, value $222,303,422.

    13F-HR 0001462245-25-000007 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,910,288 shares
    Change vs previous 13F +3,453 shares

    0.25% of the 13F portfolio, value $198,211,524.

    13F-HR 0001085146-25-004769 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,906,835 shares
    Change vs previous 13F +667,129 shares

    0.28% of the 13F portfolio, value $208,359,833.

    13F-HR 0001085146-25-002999 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,239,706 shares
    Change vs previous 13F +30,031 shares

    0.16% of the 13F portfolio, value $114,338,071.

    13F-HR 0001085146-25-000911 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,209,675 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $124,137,000.

    13F-HR 0001085146-24-005775 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).