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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 3,625 | $344.2K | 0.13% | +509+16.3% | Added |
| Fruth Investment Management | 3,645 | $346.0K | 0.10% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,647 | $346.3K | 0.11% | −1,383−27.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,654 | $346.9K | 0.04% | +75+2.1% | Added |
| Penobscot Investment Management Company, Inc. | 3,666 | $348.1K | 0.06% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,695 | $350.0K | 0.07% | −201−5.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,688 | $350.2K | 0.36% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,694 | $350.8K | 0.14% | +443+13.6% | Added |
| Pacitti Group Inc. | 3,695 | $350.8K | 0.27% | +200+5.7% | Added |
| McDonald Partners LLC | 3,731 | $354.3K | 0.12% | +50+1.4% | Added |
| Lockerman Financial Group, Inc. | 3,743 | $355.4K | 1.04% | +162+4.5% | Added |
| Center For Asset Management LLC | 3,756 | $356.6K | 0.33% | +906+31.8% | Added |
| Accurate Wealth Management, LLC | 3,670 | $357.0K | 0.13% | +3,670 | New |
| Verition Fund Management LLC | 3,762 | $357.2K | 0.01% | −278,641−98.7% | Reduced |
| Lindbrook Capital, LLC | 3,767 | $357.7K | 0.04% | +1,755+87.2% | Added |
| Polaris Wealth Advisory Group, LLC | 3,682 | $359.5K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,812 | $361.9K | 0.01% | −844−18.1% | Reduced |
| Centennial Bank | 3,824 | $363.1K | 0.21% | +3,824 | New |
| Arden Trust Co | 3,825 | $363.2K | 0.07% | −7−0.2% | Reduced |
| Drake & Associates, LLC | 3,844 | $365.0K | 0.19% | +559+17.0% | Added |
| Financial Architects, Inc | 3,851 | $365.7K | 0.06% | +3+0.1% | Added |
| Fiduciary Group LLC | 3,858 | $366.3K | 0.05% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 3,860 | $366.5K | 0.17% | +3,860 | New |
| Magnus Financial Group LLC | 3,871 | $367.6K | 0.06% | −11−0.3% | Reduced |
| Asset Management Corp | 3,873 | $367.8K | 0.31% | +1,019+35.7% | Added |
| Northeast Investment Management | 3,872 | $368.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 3,876 | $368.0K | 0.02% | +758+24.3% | Added |
| SFMG, LLC | 3,894 | $369.7K | 0.04% | −29−0.7% | Reduced |
| Mendel Money Management | 3,908 | $371.1K | 0.21% | +410+11.7% | Added |
| Cozad Asset Management Inc | 3,924 | $372.6K | 0.05% | +1,101+39.0% | Added |
| Equitable Holdings, Inc. | 3,933 | $373.4K | 0.01% | +503+14.7% | Added |
| Ellsworth Advisors, LLC | 4,052 | $374.6K | 0.14% | +1,058+35.3% | Added |
| Ingalls & Snyder LLC | 3,954 | $375.0K | 0.02% | +177+4.7% | Added |
| BLB&B Advisors, LLC | 3,956 | $375.6K | 0.03% | −125−3.1% | Reduced |
| LexAurum Advisors, LLC | 3,980 | $377.9K | 0.14% | +4+0.1% | Added |
| CX Institutional | 3,992 | $379.0K | 0.02% | +1,325+49.7% | Added |
| Petrus Trust Company, LTA | 3,995 | $379.3K | 0.05% | +3,995 | New |
| Zeke Capital Advisors, LLC | 3,997 | $379.5K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,012 | $381.0K | 0.01% | +25+0.6% | Added |
| Lanham O'Dell & Company, Inc. | 4,049 | $384.5K | 0.84% | −2,107−34.2% | Reduced |
| Sky Investment Group LLC | 4,057 | $385.0K | 0.09% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,060 | $385.5K | 0.02% | −112−2.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,078 | $387.2K | 0.01% | −73−1.8% | Reduced |
| David J Yvars Group | 4,106 | $389.9K | 0.49% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 4,140 | $393.0K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,163 | $395.2K | 0.09% | −1,162−21.8% | Reduced |
| Wealthcare Advisory Partners LLC | 4,166 | $395.6K | 0.02% | +271+7.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,170 | $395.9K | 0.13% | +260+6.6% | Added |
| J2 Capital Management Inc | 4,184 | $397.3K | 0.68% | +196+4.9% | Added |
| Morningstar Investment Management LLC | 4,191 | $398.0K | 0.07% | +4,191 | New |
| Relaxing Retirement Coach | 4,194 | $398.2K | 0.15% | 00.0% | Unchanged |
| Platform Technology Partners | 4,198 | $398.6K | 0.21% | +10+0.2% | Added |
| Foundations Investment Advisors, LLC | 4,205 | $399.2K | 0.02% | +474+12.7% | Added |
| Centaurus Financial, Inc. | 4,213 | $400.0K | 0.04% | +398+10.4% | Added |
| Northcape Wealth Management, LLC | 4,226 | $401.3K | 0.22% | −22,633−84.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,226 | $401.3K | 0.07% | +11+0.3% | Added |
| Buckingham Strategic Partners | 4,260 | $404.6K | 0.03% | −1,108−20.6% | Reduced |
| High Net Worth Advisory Group LLC | 4,261 | $404.6K | 0.16% | +1,850+76.7% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,290 | $407.4K | 0.12% | 00.0% | Unchanged |
| Conning Inc. | 4,291 | $407.4K | 0.01% | −672−13.5% | Reduced |
| United Capital Management of KS, Inc. | 4,297 | $408.0K | 0.17% | +214+5.2% | Added |
| Wulff, Hansen & Co. | 4,300 | $408.3K | 0.50% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,326 | $410.8K | 0.10% | +21+0.5% | Added |
| Dynamic Advisor Solutions LLC | 4,337 | $411.8K | 0.03% | −1,753−28.8% | Reduced |
| Spears Abacus Advisors LLC | 4,350 | $413.0K | 0.04% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,361 | $414.0K | 0.39% | −1,393−24.2% | Reduced |
| Welch & Forbes LLC | 4,362 | $414.2K | 0.01% | +59+1.4% | Added |
| Belpointe Asset Management LLC | 4,387 | $416.5K | 0.03% | −1,389−24.0% | Reduced |
| Symphony Financial, Ltd. Co. | 4,370 | $417.4K | 0.11% | −1,699−28.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,400 | $417.8K | 0.09% | +280+6.8% | Added |
| Adviser Investments LLC | 4,280 | $417.9K | 0.01% | −1,141−21.0% | Reduced |
| Schmidt P J Investment Management Inc | 4,438 | $421.4K | 0.10% | −300−6.3% | Reduced |
| United Asset Strategies, Inc. | 4,444 | $422.0K | 0.06% | +833+23.1% | Added |
| Merit Financial Group, LLC | 4,448 | $422.3K | 0.02% | +4,448 | New |
| Carnegie Capital Asset Management, LLC | 4,449 | $422.4K | 0.02% | +163+3.8% | Added |
| NorthCrest Asset Manangement, LLC | 4,479 | $425.3K | 0.02% | −14,656−76.6% | Reduced |
| Seeyond | 4,497 | $427.0K | 0.04% | −28,236−86.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,522 | $429.4K | 0.02% | −521−10.3% | Reduced |
| Finer Wealth Management, Inc. | 4,535 | $430.6K | 0.40% | −10−0.2% | Reduced |
| Gables Capital Management Inc. | 4,568 | $433.7K | 0.32% | −125−2.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,615 | $438.2K | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,625 | $439.1K | 0.04% | −195−4.0% | Reduced |
| FourThought Financial Partners, LLC | 4,635 | $440.2K | 0.06% | +4,635 | New |
| Chicago Trust Co NA | 4,643 | $441.0K | 0.11% | +895+23.9% | Added |
| Caldwell Trust Co | 4,651 | $441.6K | 0.06% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,658 | $442.0K | 0.05% | +1,800+63.0% | Added |
| Hartford Funds Management Co LLC | 4,677 | $444.1K | 0.05% | +1,434+44.2% | Added |
| Hexagon Capital Partners LLC | 4,695 | $445.8K | 0.13% | −371−7.3% | Reduced |
| Roanoke Asset Management Corp | 4,710 | $447.0K | 0.20% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,713 | $447.5K | 0.04% | +885+23.1% | Added |
| Thomasville National Bank | 4,721 | $448.0K | 0.05% | −147−3.0% | Reduced |
| City Holding Co | 4,739 | $450.0K | 0.08% | −132−2.7% | Reduced |
| Strategic Investment Advisors | 4,752 | $451.2K | 0.09% | +4,752 | New |
| Reuter James Wealth Management, LLC | 4,764 | $452.3K | 0.33% | +1,344+39.3% | Added |
| Aull & Monroe Investment Management Corp | 4,765 | $452.4K | 0.23% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 4,769 | $452.8K | 0.38% | +4,769 | New |
| Monetary Management Group Inc | 4,772 | $453.1K | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,797 | $455.5K | 0.04% | +37+0.8% | Added |
| Institute for Wealth Management, LLC. | 4,830 | $458.6K | 0.10% | −97−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 4,852 | $460.7K | 0.02% | +280+6.1% | Added |