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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1,108 | $105.0K | 0.16% | +22+2.0% | Added |
| Beacon Capital Management, LLC | 1,123 | $106.6K | 0.04% | +275+32.4% | Added |
| State of Wyoming | 1,130 | $107.3K | 0.04% | +1,130 | New |
| Wellington Shields & Co., LLC | 1,150 | $109.2K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,157 | $109.9K | 0.06% | +400+52.8% | Added |
| Core Alternative Capital | 1,179 | $111.9K | 0.01% | +991+527.1% | Added |
| Heritage Wealth Advisors | 1,187 | $112.7K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,194 | $113.4K | 0.18% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,224 | $116.2K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,249 | $118.6K | 0.07% | −3,712−74.8% | Reduced |
| AllSquare Wealth Management LLC | 1,260 | $119.6K | 0.08% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,279 | $121.4K | 0.03% | −3,028−70.3% | Reduced |
| Rowland & Co Investment Counsel | 1,283 | $121.7K | 0.03% | −70−5.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,303 | $123.7K | 0.01% | +137+11.7% | Added |
| Loomis Sayles & Co L P | 1,306 | $124.0K | 0.00% | +401+44.3% | Added |
| Westside Investment Management, Inc. | 1,337 | $126.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,333 | $126.6K | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 1,347 | $127.9K | 0.05% | +1,347 | New |
| Blume Capital Management, Inc. | 1,350 | $128.2K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,362 | $129.3K | 0.03% | +410+43.1% | Added |
| Focused Wealth Management, Inc | 1,382 | $131.2K | 0.03% | +6+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,400 | $132.9K | 0.00% | −171−10.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,404 | $133.3K | 0.03% | +1+0.1% | Added |
| Trustcore Financial Services, LLC | 1,416 | $134.4K | 0.01% | +216+18.0% | Added |
| Parkside Financial Bank & Trust | 1,425 | $135.3K | 0.04% | +440+44.7% | Added |
| Perkins Coie Trust Co | 1,452 | $137.9K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,467 | $139.3K | 0.10% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,505 | $142.9K | 0.04% | +480+46.8% | Added |
| St Germain D J Co Inc | 7,222 | $145.6K | 0.05% | +1,528+26.8% | Added |
| Deseret Mutual Benefit Administrators | 1,542 | $146.4K | 0.06% | −1,310−45.9% | Reduced |
| M&R Capital Management Inc | 1,550 | $147.2K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,568 | $148.9K | 0.02% | +1+0.1% | Added |
| West Branch Capital LLC | 1,589 | $150.9K | 0.09% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,627 | $154.0K | 0.56% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,626 | $154.5K | 0.03% | +379+30.4% | Added |
| Manchester Capital Management LLC | 1,627 | $154.5K | 0.02% | −2−0.1% | Reduced |
| DuPont Capital Management Corp | 1,681 | $159.6K | 0.01% | −26,116−94.0% | Reduced |
| Bogart Wealth, LLC | 1,707 | $162.1K | 0.01% | −67−3.8% | Reduced |
| Cranbrook Wealth Management, LLC | 1,709 | $162.3K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 1,878 | $162.4K | 0.08% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,710 | $162.4K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,896 | $163.9K | 0.05% | +1+0.1% | Added |
| Spire Wealth Management | 1,754 | $167.0K | 0.01% | +18+1.0% | Added |
| First Command Bank | 1,781 | $169.0K | 0.02% | +781+78.1% | Added |
| First Command Financial Services, Inc. | 1,781 | $169.0K | 0.02% | +781+78.1% | Added |
| Larson Financial Group LLC | 1,792 | $170.2K | 0.02% | −900−33.4% | Reduced |
| MCF Advisors LLC | 1,852 | $175.9K | 0.02% | +20+1.1% | Added |
| TCI Wealth Advisors, Inc. | 1,870 | $177.6K | 0.02% | −12−0.6% | Reduced |
| Pinnacle Bancorp, Inc. | 1,932 | $183.0K | 0.07% | −162−7.7% | Reduced |
| Madden Securities Corp | 1,935 | $183.7K | 0.10% | +1,935 | New |
| Montag A & Associates Inc | 1,971 | $187.1K | 0.01% | −318−13.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,994 | $188.0K | 0.17% | +10+0.5% | Added |
| Independence Bank of Kentucky | 2,000 | $190.0K | 0.09% | −100−4.8% | Reduced |
| Northwest Investment Counselors, LLC | 2,021 | $191.9K | 0.06% | +1,629+415.6% | Added |
| FinTrust Capital Advisors, LLC | 2,040 | $193.7K | 0.05% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,067 | $196.3K | 0.13% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 2,109 | $200.0K | 0.09% | −4,024−65.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,112 | $200.5K | 0.12% | +2,112 | New |
| Blue Fin Capital, Inc. | 2,114 | $200.7K | 0.07% | +2,114 | New |
| Bouchey Financial Group Ltd | 2,114 | $200.7K | 0.03% | +2,114 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,116 | $200.9K | 0.04% | −486−18.7% | Reduced |
| CCG Wealth Management, LLC | 2,117 | $201.0K | 0.11% | +2,117 | New |
| Lebenthal Global Advisors, LLC | 2,119 | $201.2K | 0.07% | +2,119 | New |
| Oak Family Advisors, LLC | 2,126 | $201.9K | 0.11% | +2,126 | New |
| LCM Capital Management Inc | 2,134 | $202.7K | 0.20% | +2,134 | New |
| Berger Financial Group, Inc | 2,136 | $202.8K | 0.03% | +2,136 | New |
| StrategIQ Financial Group, LLC | 2,139 | $203.1K | 0.02% | +2,139 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,141 | $203.3K | 0.10% | +6+0.3% | Added |
| Bender Robert & Associates | 2,150 | $204.1K | 0.08% | +2,150 | New |
| RSM US Wealth Management LLC | 2,144 | $204.3K | 0.01% | +2,144 | New |
| Pendal Group Limited | 2,168 | $205.9K | 0.00% | +2,168 | New |
| Cambridge Trust Co | 2,166 | $206.0K | 0.01% | +243+12.6% | Added |
| Jones Financial Companies LLLP | 2,180 | $207.0K | 0.00% | −271−11.1% | Reduced |
| Wealth Quarterback LLC | 2,181 | $207.1K | 0.17% | +2,181 | New |
| Abacus Wealth Partners, LLC | 2,181 | $207.1K | 0.07% | +2,181 | New |
| Verity Asset Management, Inc. | 2,182 | $207.2K | 0.18% | +2,182 | New |
| Seven Eight Capital, LP | 2,194 | $208.3K | 0.05% | +2,194 | New |
| Ipswich Investment Management Co., Inc. | 2,200 | $208.9K | 0.06% | +2,200 | New |
| Patton Fund Management, Inc. | 2,198 | $209.0K | 0.06% | +2,198 | New |
| Lantz Financial LLC | 2,209 | $209.7K | 0.10% | +2,209 | New |
| Insight Advisors, LLC | 2,218 | $210.4K | 0.07% | +2,218 | New |
| Cannell Peter B & Co Inc | 2,225 | $211.3K | 0.01% | +2,225 | New |
| Chicago Partners Investment Group LLC | 2,289 | $211.3K | 0.01% | +2,289 | New |
| Essex Savings Bank | 2,230 | $211.7K | 0.07% | −604−21.3% | Reduced |
| Fortem Financial Group, LLC | 2,241 | $212.8K | 0.12% | +2,241 | New |
| Burke & Herbert Bank & Trust Co | 2,239 | $213.0K | 0.16% | +2,239 | New |
| Register Financial Advisors LLC | 2,244 | $213.1K | 0.14% | +2,244 | New |
| Carson Advisory Inc. | 2,248 | $213.4K | 0.20% | +2,248 | New |
| Azimuth Capital Investment Management LLC | 2,250 | $213.6K | 0.01% | +2,250 | New |
| Utah Peaks Capital Inc | 2,251 | $213.7K | 0.41% | +2,251 | New |
| ERn Financial, LLC | 2,253 | $213.9K | 0.05% | −116−4.9% | Reduced |
| Strait & Sound Wealth Management LLC | 2,270 | $215.3K | 0.24% | +2,270 | New |
| Alhambra Investment Partners LLC | 2,270 | $215.5K | 0.16% | +2,270 | New |
| Moneta Group Investment Advisors LLC | 2,296 | $215.7K | 0.01% | −526−18.6% | Reduced |
| Trustmark National Bank Trust Department | 2,272 | $215.7K | 0.02% | −450−16.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,279 | $216.4K | 0.07% | +2,279 | New |
| Altfest L J & Co Inc | 2,282 | $217.0K | 0.04% | +2,282 | New |
| Warren Averett Asset Management, LLC | 2,290 | $217.5K | 0.01% | +2,290 | New |
| Cornerstone Capital, Inc. | 2,300 | $218.4K | 0.03% | +2,300 | New |
| IFG Advisors, LLC | 2,310 | $219.3K | 0.10% | −31−1.3% | Reduced |