American Electric Power Co Inc
AEP- Exchange
- Nasdaq
- Industry
- Electric Services
- SEC CIK
- 0000004904
In the last 90 days, American Electric Power Co Inc insiders filed 0 open-market purchases and 1 sale; 1,988 institutions reported holding it in 13F filings for Q2 2026, worth $68.6B in total; superinvestors Soros Fund Management and Icahn Capital hold it.
13F holders, Q3 2021
Institutional positions in American Electric Power Co Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,197
- +20 vs. Q2 2021
- Shares held
- 367.8M
- +729.8K (+0.2%) vs. Q2 2021
- Total value
- $29.8B
- −$1.19B (−3.8%) vs. Q2 2021
- New holders
- 101
- 470 more added
- Sold out
- 81
- 360 more reduced
20 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,988 | $68.6B |
| Q1 2026 | 1,940 | $59.6B |
| Q4 2025 | 1,862 | $52.1B |
| Q3 2025 | 1,718 | $49.6B |
| Q2 2025 | 1,638 | $45.1B |
| Q1 2025 | 1,672 | $48.1B |
| Q4 2024 | 1,526 | $37.8B |
| Q3 2024 | 1,499 | $42.1B |
| Q2 2024 | 1,426 | $35.4B |
| Q1 2024 | 1,353 | $34.6B |
| Q4 2023 | 1,352 | $32.1B |
| Q3 2023 | 1,278 | $29.3B |
| Q2 2023 | 1,309 | $32.1B |
| Q1 2023 | 1,357 | $34.6B |
| Q4 2022 | 1,389 | $36.8B |
| Q3 2022 | 1,338 | $33.1B |
| Q2 2022 | 1,366 | $36.6B |
| Q1 2022 | 1,382 | $37.6B |
| Q4 2021 | 1,305 | $32.7B |
| Q3 2021 | 1,197 | $29.8B |
| Q2 2021 | 1,197 | $31.2B |
| Q1 2021 | 1,180 | $31.2B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Somerset Trust Co | 2,801 | $227.0K | 0.09% | +2,801 | New |
| Peoples Financial Services Corp. | 2,785 | $226.0K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 2,778 | $226.0K | 0.02% | +22+0.8% | Added |
| Aptus Capital Advisors, LLC | 2,788 | $226.0K | 0.01% | +240+9.4% | Added |
| Coastline Trust Co | 2,770 | $225.0K | 0.03% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,764 | $224.0K | 0.14% | −120−4.2% | Reduced |
| Beaton Management Co. Inc. | 2,747 | $223.0K | 0.15% | +2,747 | New |
| BancorpSouth Bank | 2,745 | $222.0K | 0.03% | 00.0% | Unchanged |
| Main Street Research LLC | 2,731 | $222.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,719 | $221.0K | 0.03% | +36+1.3% | Added |
| Petrus Trust Company, LTA | 2,710 | $220.0K | 0.02% | +2,710 | New |
| Lafayette Investments, Inc. | 2,694 | $219.0K | 0.06% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 2,692 | $219.0K | 0.15% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 2,692 | $219.0K | 0.20% | +76+2.9% | Added |
| Cassia Capital Partners, LLC | 2,692 | $219.0K | 0.15% | +2,692 | New |
| Engine No. 1 LLC | 2,686 | $218.0K | 0.06% | +2,686 | New |
| Princeton Global Asset Management LLC | 2,679 | $217.0K | 0.07% | −249−8.5% | Reduced |
| Balentine LLC | 2,674 | $217.0K | 0.01% | +2,674 | New |
| Becker Capital Management Inc | 2,657 | $216.0K | 0.01% | −60−2.2% | Reduced |
| Lantz Financial LLC | 2,662 | $216.0K | 0.11% | +105+4.1% | Added |
| 4J Wealth Management LLC | 2,644 | $215.0K | 0.19% | −33−1.2% | Reduced |
| Jacobs & Co | 2,649 | $215.0K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 2,653 | $215.0K | 0.04% | +2,653 | New |
| Washington Trust Bank | 2,624 | $213.0K | 0.02% | −357−12.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 2,613 | $213.0K | 0.08% | 00.0% | Unchanged |
| Derbend Asset Management | 2,625 | $213.0K | 0.20% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,611 | $212.0K | 0.01% | −75−2.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,606 | $212.0K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 2,601 | $211.0K | 0.07% | −679−20.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,605 | $211.0K | 0.06% | +16+0.6% | Added |
| Sonora Investment Management, LLC | 2,599 | $211.0K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,594 | $210.0K | 0.14% | 00.0% | Unchanged |
| Spire Wealth Management | 2,582 | $210.0K | 0.01% | +9+0.3% | Added |
| Rockland Trust Co | 2,587 | $210.0K | 0.01% | +2,587 | New |
| Arete Wealth Advisors, LLC | 2,590 | $210.0K | 0.02% | +2,590 | New |
| We Are One Seven, LLC | 2,472 | $209.0K | 0.03% | −5,981−70.8% | Reduced |
| IFG Advisory, LLC | 2,580 | $209.0K | 0.02% | +2+0.1% | Added |
| Sanders Morris Harris LLC | 2,563 | $208.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,558 | $208.0K | 0.14% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 2,547 | $207.0K | 0.02% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 2,547 | $207.0K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,542 | $206.0K | 0.07% | +21+0.8% | Added |
| RDA Financial Network | 2,521 | $205.0K | 0.09% | +2,521 | New |
| Summit Financial Strategies, Inc. | 2,510 | $204.0K | 0.04% | −22−0.9% | Reduced |
| Clear Perspective Advisors, LLC | 2,507 | $204.0K | 0.07% | −25−1.0% | Reduced |
| RFG Advisory, LLC | 2,516 | $204.0K | 0.02% | +3+0.1% | Added |
| CWA Asset Management Group, LLC | 2,511 | $204.0K | 0.02% | +92+3.8% | Added |
| Enterprise Financial Services Corp | 2,517 | $204.0K | 0.03% | +1,425+130.5% | Added |
| Adviser Investments LLC | 2,502 | $203.0K | 0.02% | −16−0.6% | Reduced |
| Fortem Financial Group, LLC | 2,485 | $202.0K | 0.10% | +18+0.7% | Added |
| Cutler Investment Counsel LLC | 2,482 | $201.0K | 0.03% | −125−4.8% | Reduced |
| Madden Securities Corp | 2,470 | $201.0K | 0.11% | −10−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 2,481 | $201.0K | 0.02% | +2,481 | New |
| Hantz Financial Services, Inc. | 2,400 | $195.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,400 | $195.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,310 | $188.0K | 0.01% | +77+3.4% | Added |
| Total Clarity Wealth Management, Inc. | 2,243 | $182.0K | 0.09% | −2,279−50.4% | Reduced |
| Phoenix Wealth Advisors | 2,235 | $181.0K | 0.14% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2,175 | $177.0K | 0.08% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 2,143 | $174.0K | 0.01% | +310+16.9% | Added |
| Bartlett & Co. LLC | 2,114 | $172.0K | 0.00% | −110−4.9% | Reduced |
| FinTrust Capital Advisors, LLC | 2,120 | $172.0K | 0.05% | −100−4.5% | Reduced |
| V Wealth Advisors LLC | 2,122 | $172.0K | 0.03% | +2,122 | New |
| Bartlett & Co. Wealth Management LLC | 2,114 | $171.6K | 0.00% | −110−4.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,111 | $171.0K | 0.08% | +6+0.3% | Added |
| AdvisorNet Financial, Inc | 2,108 | $171.0K | 0.01% | +500+31.1% | Added |
| CX Institutional | 2,100 | $170.0K | 0.01% | −136−6.1% | Reduced |
| Coastal Capital Group, Inc. | 2,095 | $170.0K | 0.04% | +8+0.4% | Added |
| Johnson Financial Group, Inc. | 2,076 | $169.0K | 0.01% | −37−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,042 | $166.0K | 0.03% | +95+4.9% | Added |
| TCI Wealth Advisors, Inc. | 2,025 | $164.0K | 0.03% | −411−16.9% | Reduced |
| Reilly Financial Advisors, LLC | 2,021 | $164.0K | 0.01% | −54−2.6% | Reduced |
| FAI Wealth Management | 2,000 | $162.0K | 0.14% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,982 | $161.0K | 0.05% | −500−20.1% | Reduced |
| Lloyd Advisory Services, LLC. | 1,987 | $161.0K | 0.08% | +75+3.9% | Added |
| Berman Capital Advisors, LLC | 1,991 | $161.0K | 0.03% | +659+49.5% | Added |
| Pinnacle Bancorp, Inc. | 1,938 | $157.0K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,883 | $153.0K | 0.02% | +223+13.4% | Added |
| Selective Wealth Management, Inc. | 1,889 | $153.0K | 0.08% | +300+18.9% | Added |
| RWM Asset Management, LLC | 1,871 | $152.0K | 0.03% | +1,871 | New |
| MCF Advisors LLC | 1,834 | $149.0K | 0.02% | +225+14.0% | Added |
| Wealth Quarterback LLC | 19,973 | $147.0K | 0.10% | +17,765+804.6% | Added |
| Private Capital Group, LLC | 1,770 | $144.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,752 | $141.0K | 0.01% | −519−22.9% | Reduced |
| Cranbrook Wealth Management, LLC | 1,729 | $140.0K | 0.03% | +20+1.2% | Added |
| TCTC Holdings, LLC | 1,710 | $139.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,717 | $139.0K | 0.02% | +52+3.1% | Added |
| Bogart Wealth, LLC | 1,621 | $132.0K | 0.01% | −72−4.3% | Reduced |
| Johnson Midwest Financial, LLC | 1,627 | $132.0K | 0.11% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,601 | $130.0K | 0.01% | +61+4.0% | Added |
| West Branch Capital LLC | 1,553 | $126.0K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,553 | $126.0K | 0.03% | +498+47.2% | Added |
| Kistler-Tiffany Companies, LLC | 1,465 | $119.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,461 | $119.0K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,452 | $118.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,450 | $118.0K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,450 | $117.0K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 1,425 | $116.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,399 | $114.0K | 0.03% | −102−6.8% | Reduced |
| Liberty Wealth Management LLC | 1,370 | $114.0K | 0.04% | +677+97.7% | Added |