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 2022
Institutional positions in American Electric Power Co Inc as of Dec 31, 2022. 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
- 1,389
- +82 vs. Q3 2022
- Shares held
- 388.6M
- +6.28M (+1.6%) vs. Q3 2022
- Total value
- $36.8B
- +$3.74B (+11.3%) vs. Q3 2022
- New holders
- 172
- 557 more added
- Sold out
- 90
- 416 more reduced
31 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 261 | $24.8K | 0.01% | +261 | New |
| Kelly Financial Services LLC | 276 | $26.2K | 0.01% | +2+0.7% | Added |
| AXS Investments LLC | 282 | $26.8K | 0.01% | +282 | New |
| Dark Forest Capital Management LP | 284 | $27.0K | 0.01% | +136+91.9% | Added |
| Covestor Ltd | 280 | $27.0K | 0.02% | −4−1.4% | Reduced |
| True Wealth Design, LLC | 292 | $27.7K | 0.01% | +292 | New |
| TD Capital Management LLC | 293 | $27.8K | 0.00% | +39+15.4% | Added |
| Canton Hathaway, LLC | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 300 | $28.0K | 0.01% | +200+200.0% | Added |
| Ameliora Wealth Management Ltd. | 300 | $28.5K | 0.02% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 307 | $29.1K | 0.04% | +307 | New |
| American National Bank | 337 | $32.0K | 0.01% | +309+1,103.6% | Added |
| Steward Financial Group LLC | 339 | $32.0K | 0.02% | +339 | New |
| First Financial Corp | 346 | $32.9K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 349 | $33.1K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 360 | $34.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 360 | $34.2K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 360 | $34.2K | 0.01% | +360 | New |
| Mendota Financial Group, LLC | 361 | $34.2K | 0.04% | +361 | New |
| IMA Wealth, Inc. | 368 | $34.9K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 371 | $35.0K | 0.00% | −19−4.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 373 | $35.4K | 0.02% | +134+56.1% | Added |
| Baldwin Brothers Inc | 379 | $36.0K | 0.00% | +250+193.8% | Added |
| Carolinas Wealth Consulting LLC | 5,778 | $36.5K | 0.01% | +154+2.7% | Added |
| Barrett & Company, Inc. | 396 | $36.7K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 387 | $36.7K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 402 | $38.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 401 | $38.1K | 0.00% | −9−2.2% | Reduced |
| First Personal Financial Services | 426 | $40.4K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 438 | $41.6K | 0.05% | +3+0.7% | Added |
| Silvant Capital Management LLC | 439 | $41.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 444 | $42.2K | 0.01% | +110+32.9% | Added |
| Cowen Prime Advisors LLC | 450 | $43.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 455 | $43.2K | 0.02% | −5−1.1% | Reduced |
| Hollencrest Capital Management | 457 | $43.4K | 0.01% | +457 | New |
| Boyd Watterson Asset Management LLC | 460 | $43.7K | 0.02% | +460 | New |
| West Paces Advisors Inc. | 467 | $44.3K | 0.01% | +177+61.0% | Added |
| Farther Finance Advisors, LLC | 476 | $45.2K | 0.02% | +476 | New |
| Sutton Wealth Advisors Inc. | 483 | $45.9K | 0.02% | −1,206−71.4% | Reduced |
| Altshuler Shaham Ltd | 483 | $45.9K | 0.00% | −67−12.2% | Reduced |
| First National Bank of South Miami | 500 | $47.0K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $47.5K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $47.5K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 508 | $48.0K | 0.06% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 511 | $48.5K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 518 | $49.0K | 0.00% | +85+19.6% | Added |
| SOA Wealth Advisors, LLC. | 519 | $49.3K | 0.01% | +2+0.4% | Added |
| Oakworth Capital, Inc. | 521 | $49.5K | 0.00% | −714−57.8% | Reduced |
| Aspire Private Capital, LLC | 525 | $49.9K | 0.02% | −424−44.7% | Reduced |
| Arrow Financial Corp | 540 | $51.0K | 0.01% | +200+58.8% | Added |
| Tortoise Investment Management, LLC | 552 | $52.4K | 0.01% | +12+2.2% | Added |
| Versant Capital Management, Inc | 556 | $52.8K | 0.02% | −15−2.6% | Reduced |
| CNB Bank | 562 | $53.4K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 571 | $54.2K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 587 | $55.7K | 0.01% | +5+0.9% | Added |
| Clearview Wealth Advisors LLC | 590 | $56.0K | 0.04% | +36+6.5% | Added |
| Cornerstone Management, Inc. | 597 | $56.7K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 600 | $57.0K | 0.07% | 00.0% | Unchanged |
| Seldon Capital LP | 602 | $57.2K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 615 | $58.0K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 635 | $60.3K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 636 | $60.4K | 0.06% | +9+1.4% | Added |
| Atlas Capital Advisors LLC | 639 | $60.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 644 | $61.0K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 659 | $62.6K | 0.05% | +659 | New |
| Schubert & Co | 674 | $64.0K | 0.06% | −217−24.4% | Reduced |
| Smithfield Trust Co | 682 | $65.0K | 0.00% | −45−6.2% | Reduced |
| Crewe Advisors LLC | 685 | $65.0K | 0.01% | +52+8.2% | Added |
| Lee Financial Co | 690 | $65.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 721 | $68.0K | 0.02% | +621+621.0% | Added |
| Emfo, LLC | 719 | $68.3K | 0.07% | −285−28.4% | Reduced |
| Valley National Advisers Inc | 716 | $69.0K | 0.01% | −61−7.9% | Reduced |
| Level Financial Advisors, Inc. | 722 | $69.0K | 0.05% | +22+3.1% | Added |
| Capital Advisors, Ltd. LLC | 1,196 | $72.0K | 0.01% | +438+57.8% | Added |
| Cyrus J. Lawrence, LLC | 756 | $72.0K | 0.02% | +756 | New |
| Western Pacific Wealth Management, LP | 759 | $72.1K | 0.06% | +274+56.5% | Added |
| Leelyn Smith, LLC | 760 | $72.2K | 0.02% | +660+660.0% | Added |
| Sargent Bickham Lagudis LLC | 775 | $73.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 791 | $75.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 794 | $75.4K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 797 | $75.7K | 0.01% | −32−3.9% | Reduced |
| PSI Advisors, LLC | 806 | $76.6K | 0.04% | +54+7.2% | Added |
| WFA Asset Management Corp | 811 | $77.0K | 0.05% | +7+0.9% | Added |
| Tyler-Stone Wealth Management | 808 | $77.0K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 815 | $77.0K | 0.02% | +420+106.3% | Added |
| Blue Bell Private Wealth Management, LLC | 820 | $77.9K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 824 | $78.3K | 0.05% | +824 | New |
| American State Bank (Iowa) | 855 | $81.2K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 867 | $83.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 884 | $83.9K | 0.05% | −214−19.5% | Reduced |
| Creative Financial Designs Inc | 885 | $84.0K | 0.01% | −60−6.3% | Reduced |
| Stephens Consulting, LLC | 925 | $87.8K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 978 | $93.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 999 | $94.9K | 0.04% | −7−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,000 | $95.0K | 0.01% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,000 | $95.0K | 0.05% | +1,000 | New |
| TSFG, LLC | 998 | $95.0K | 0.04% | +3+0.3% | Added |
| Mechanics Financial Corp | 1,043 | $99.0K | 0.06% | −46−4.2% | Reduced |
| Column Capital Advisors, LLC | 1,075 | $102.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,111 | $105.0K | 0.02% | 00.0% | Unchanged |