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, Q4 2021
Institutional positions in American Electric Power Co Inc as of Dec 31, 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
- 1,305
- +132 vs. Q3 2021
- Shares held
- 368.0M
- +1.46M (+0.4%) vs. Q3 2021
- Total value
- $32.7B
- +$2.98B (+10.0%) vs. Q3 2021
- New holders
- 221
- 449 more added
- Sold out
- 89
- 402 more reduced
24 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Condor Capital Management | 2,402 | $214.0K | 0.02% | +2,402 | New |
| Aldebaran Financial Inc. | 2,400 | $214.0K | 0.17% | +2,400 | New |
| Edgestream Partners, L.P. | 2,400 | $214.0K | 0.01% | +2,400 | New |
| ACG Wealth | 2,405 | $214.0K | 0.03% | +2,405 | New |
| Aries Wealth Management | 2,400 | $214.0K | 0.08% | +2,400 | New |
| Koss-Olinger Consulting, LLC | 2,409 | $214.0K | 0.03% | +2,409 | New |
| Rockland Trust Co | 2,388 | $212.0K | 0.01% | −199−7.7% | Reduced |
| Eagle Ridge Investment Management | 2,366 | $211.0K | 0.02% | +2,366 | New |
| Omnia Family Wealth, LLC | 2,367 | $211.0K | 0.13% | +2,367 | New |
| NuWave Investment Management, LLC | 2,361 | $210.0K | 0.24% | +1,765+296.1% | Added |
| Private Capital Advisors, Inc. | 2,358 | $210.0K | 0.03% | +2,358 | New |
| SC&H Financial Advisors, Inc. | 2,357 | $210.0K | 0.12% | +2,357 | New |
| Foster & Motley Inc | 2,353 | $209.0K | 0.02% | +2,353 | New |
| CWS Financial Advisors, LLC | 2,352 | $209.0K | 0.07% | +2,352 | New |
| Lee Financial Group Hawaii, Inc. | 2,343 | $208.0K | 0.15% | +2,343 | New |
| Howland Capital Management LLC | 2,335 | $208.0K | 0.01% | +2,335 | New |
| Alhambra Investment Partners LLC | 2,326 | $207.0K | 0.14% | +2,326 | New |
| Insight Advisors, LLC | 2,329 | $207.0K | 0.06% | +2,329 | New |
| Sonora Investment Management Group, LLC | 2,332 | $207.0K | 0.02% | +2,332 | New |
| Forum Financial Management, LP | 2,325 | $207.0K | 0.01% | +2,325 | New |
| WealthBridge Capital Management, LLC | 2,311 | $206.0K | 0.08% | −892−27.8% | Reduced |
| 4J Wealth Management LLC | 2,316 | $206.0K | 0.17% | −328−12.4% | Reduced |
| Altfest L J & Co Inc | 2,320 | $206.0K | 0.04% | +2,320 | New |
| Mosaic Family Wealth, LLC | 2,319 | $206.0K | 0.05% | +2,319 | New |
| IFG Advisors, LLC | 2,310 | $206.0K | 0.09% | +2,310 | New |
| Riverwater Partners LLC | 2,317 | $206.0K | 0.18% | +2,317 | New |
| W Advisors, LLC | 2,310 | $206.0K | 0.15% | +2,310 | New |
| Cornerstone Capital, Inc. | 2,300 | $205.0K | 0.02% | +2,300 | New |
| RFG Advisory, LLC | 2,295 | $204.0K | 0.01% | −221−8.8% | Reduced |
| Headinvest, LLC | 2,288 | $204.0K | 0.04% | +2,288 | New |
| Northcape Wealth Management, LLC | 2,287 | $203.0K | 0.07% | +2,287 | New |
| Stiles Financial Services Inc | 2,276 | $203.0K | 0.10% | +2,276 | New |
| Trustmark National Bank Trust Department | 2,272 | $202.0K | 0.02% | +2,272 | New |
| Berger Financial Group, Inc | 2,254 | $201.0K | 0.03% | +2,254 | New |
| Moody Lynn & Lieberson, LLC | 2,247 | $200.0K | 0.01% | +2,247 | New |
| Azimuth Capital Management LLC | 2,250 | $200.0K | 0.01% | +2,250 | New |
| Trust Co of Vermont | 2,199 | $196.0K | 0.01% | +2,199 | New |
| Lindbrook Capital, LLC | 2,149 | $191.0K | 0.03% | +688+47.1% | Added |
| FinTrust Capital Advisors, LLC | 2,120 | $189.0K | 0.05% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 2,117 | $188.0K | 0.01% | −26−1.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,118 | $188.0K | 0.10% | +7+0.3% | Added |
| Coastal Capital Group, Inc. | 2,106 | $187.0K | 0.04% | +11+0.5% | Added |
| Rosenberg Matthew Hamilton | 2,060 | $183.0K | 0.07% | +705+52.0% | Added |
| Selective Wealth Management, Inc. | 2,039 | $181.0K | 0.07% | +150+7.9% | Added |
| Lloyd Advisory Services, LLC. | 2,019 | $180.0K | 0.08% | +32+1.6% | Added |
| West Bancorporation Inc | 2,000 | $178.0K | 0.14% | +2,000 | New |
| FAI Wealth Management | 2,000 | $177.0K | 0.15% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,982 | $176.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,938 | $172.0K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,927 | $171.0K | 0.03% | +56+3.0% | Added |
| CoreFirst Bank & Trust | 1,900 | $169.0K | 0.11% | −658−25.7% | Reduced |
| Pacific Center for Financial Services | 1,825 | $162.0K | 0.07% | −350−16.1% | Reduced |
| Citizens National Bank Trust Department | 1,810 | $161.0K | 0.06% | +1,810 | New |
| William Allan, LLC | 1,810 | $161.0K | 0.11% | +1,810 | New |
| Johnson Financial Group, Inc. | 1,799 | $160.0K | 0.01% | −277−13.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,772 | $158.0K | 0.03% | −270−13.2% | Reduced |
| Smithfield Trust Co | 1,752 | $155.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,736 | $154.0K | 0.02% | −289−14.3% | Reduced |
| Cozad Asset Management Inc | 1,716 | $153.0K | 0.02% | +1,716 | New |
| Ahrens Investment Partners LLC | 1,720 | $153.0K | 0.07% | +1,720 | New |
| Cranbrook Wealth Management, LLC | 1,709 | $152.0K | 0.03% | −20−1.2% | Reduced |
| TCTC Holdings, LLC | 1,710 | $152.0K | 0.01% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 1,706 | $151.0K | 0.14% | +1,706 | New |
| Manchester Capital Management LLC | 1,672 | $149.0K | 0.02% | −45−2.6% | Reduced |
| Private Capital Group, LLC | 1,646 | $146.0K | 0.03% | −124−7.0% | Reduced |
| Old Second National Bank of Aurora | 1,801 | $146.0K | 0.04% | +1,801 | New |
| Johnson Midwest Financial, LLC | 1,627 | $145.0K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,621 | $144.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,553 | $138.0K | 0.06% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,502 | $133.0K | 0.11% | +1,502 | New |
| Key Financial Inc | 1,470 | $131.0K | 0.07% | +216+17.2% | Added |
| Kistler-Tiffany Companies, LLC | 1,465 | $130.0K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,452 | $129.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,450 | $129.0K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,450 | $129.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,400 | $125.0K | 0.03% | +1+0.1% | Added |
| Richwood Investment Advisors, LLC | 1,385 | $123.0K | 0.11% | +1,385 | New |
| Leelyn Smith, LLC | 1,360 | $121.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,361 | $121.0K | 0.06% | +1,361 | New |
| Rowland & Co Investment Counsel | 1,353 | $120.4K | 0.03% | +1,353 | New |
| Blume Capital Management, Inc. | 1,350 | $120.0K | 0.04% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 1,348 | $120.0K | 0.12% | +1,348 | New |
| Duncker Streett & Co Inc | 1,333 | $119.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,337 | $118.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,318 | $117.0K | 0.07% | +684+107.9% | Added |
| AllSquare Wealth Management LLC | 1,260 | $112.0K | 0.07% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 1,243 | $111.0K | 0.01% | +1,243 | New |
| Oakworth Capital, Inc. | 1,235 | $110.0K | 0.01% | +200+19.3% | Added |
| Crescent Capital Consulting, LLC | 1,230 | $109.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,230 | $109.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,224 | $109.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,234 | $109.0K | 0.01% | +1,234 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,214 | $108.0K | 0.04% | +1,214 | New |
| Heritage Wealth Advisors | 1,187 | $106.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,188 | $106.0K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,194 | $106.0K | 0.15% | +1,194 | New |
| Ci Investments Inc. | 1,180 | $105.0K | 0.00% | +49+4.3% | Added |
| Aspire Private Capital, LLC | 1,158 | $103.0K | 0.03% | +295+34.2% | Added |
| Glassman Wealth Services | 1,107 | $98.0K | 0.02% | +47+4.4% | Added |
| Mechanics Financial Corp | 1,089 | $97.0K | 0.05% | +1,089 | New |