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 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 4,710 | $447.0K | 0.20% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,695 | $445.8K | 0.13% | −371−7.3% | Reduced |
| Hartford Funds Management Co LLC | 4,677 | $444.1K | 0.05% | +1,434+44.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,658 | $442.0K | 0.05% | +1,800+63.0% | Added |
| Caldwell Trust Co | 4,651 | $441.6K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4,643 | $441.0K | 0.11% | +895+23.9% | Added |
| FourThought Financial Partners, LLC | 4,635 | $440.2K | 0.06% | +4,635 | New |
| Aureus Asset Management, LLC | 4,625 | $439.1K | 0.04% | −195−4.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,615 | $438.2K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 4,568 | $433.7K | 0.32% | −125−2.7% | Reduced |
| Finer Wealth Management, Inc. | 4,535 | $430.6K | 0.40% | −10−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,522 | $429.4K | 0.02% | −521−10.3% | Reduced |
| Seeyond | 4,497 | $427.0K | 0.04% | −28,236−86.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,479 | $425.3K | 0.02% | −14,656−76.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,449 | $422.4K | 0.02% | +163+3.8% | Added |
| Merit Financial Group, LLC | 4,448 | $422.3K | 0.02% | +4,448 | New |
| United Asset Strategies, Inc. | 4,444 | $422.0K | 0.06% | +833+23.1% | Added |
| Schmidt P J Investment Management Inc | 4,438 | $421.4K | 0.10% | −300−6.3% | Reduced |
| Adviser Investments LLC | 4,280 | $417.9K | 0.01% | −1,141−21.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,400 | $417.8K | 0.09% | +280+6.8% | Added |
| Symphony Financial, Ltd. Co. | 4,370 | $417.4K | 0.11% | −1,699−28.0% | Reduced |
| Belpointe Asset Management LLC | 4,387 | $416.5K | 0.03% | −1,389−24.0% | Reduced |
| Welch & Forbes LLC | 4,362 | $414.2K | 0.01% | +59+1.4% | Added |
| KC Investment Advisors, LLC | 4,361 | $414.0K | 0.39% | −1,393−24.2% | Reduced |
| Spears Abacus Advisors LLC | 4,350 | $413.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,337 | $411.8K | 0.03% | −1,753−28.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,326 | $410.8K | 0.10% | +21+0.5% | Added |
| Wulff, Hansen & Co. | 4,300 | $408.3K | 0.50% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 4,297 | $408.0K | 0.17% | +214+5.2% | Added |
| Conning Inc. | 4,291 | $407.4K | 0.01% | −672−13.5% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 4,290 | $407.4K | 0.12% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,261 | $404.6K | 0.16% | +1,850+76.7% | Added |
| Buckingham Strategic Partners | 4,260 | $404.6K | 0.03% | −1,108−20.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,226 | $401.3K | 0.07% | +11+0.3% | Added |
| Northcape Wealth Management, LLC | 4,226 | $401.3K | 0.22% | −22,633−84.3% | Reduced |
| Centaurus Financial, Inc. | 4,213 | $400.0K | 0.04% | +398+10.4% | Added |
| Foundations Investment Advisors, LLC | 4,205 | $399.2K | 0.02% | +474+12.7% | Added |
| Platform Technology Partners | 4,198 | $398.6K | 0.21% | +10+0.2% | Added |
| Relaxing Retirement Coach | 4,194 | $398.2K | 0.15% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 4,191 | $398.0K | 0.07% | +4,191 | New |
| J2 Capital Management Inc | 4,184 | $397.3K | 0.68% | +196+4.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,170 | $395.9K | 0.13% | +260+6.6% | Added |
| Wealthcare Advisory Partners LLC | 4,166 | $395.6K | 0.02% | +271+7.0% | Added |
| ICA Group Wealth Management, LLC | 4,163 | $395.2K | 0.09% | −1,162−21.8% | Reduced |
| Vigilant Capital Management, LLC | 4,140 | $393.0K | 0.03% | 00.0% | Unchanged |
| David J Yvars Group | 4,106 | $389.9K | 0.49% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,078 | $387.2K | 0.01% | −73−1.8% | Reduced |
| Mission Wealth Management, LP | 4,060 | $385.5K | 0.02% | −112−2.7% | Reduced |
| Sky Investment Group LLC | 4,057 | $385.0K | 0.09% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 4,049 | $384.5K | 0.84% | −2,107−34.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,012 | $381.0K | 0.01% | +25+0.6% | Added |
| Zeke Capital Advisors, LLC | 3,997 | $379.5K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,995 | $379.3K | 0.05% | +3,995 | New |
| CX Institutional | 3,992 | $379.0K | 0.02% | +1,325+49.7% | Added |
| LexAurum Advisors, LLC | 3,980 | $377.9K | 0.14% | +4+0.1% | Added |
| BLB&B Advisors, LLC | 3,956 | $375.6K | 0.03% | −125−3.1% | Reduced |
| Ingalls & Snyder LLC | 3,954 | $375.0K | 0.02% | +177+4.7% | Added |
| Ellsworth Advisors, LLC | 4,052 | $374.6K | 0.14% | +1,058+35.3% | Added |
| Equitable Holdings, Inc. | 3,933 | $373.4K | 0.01% | +503+14.7% | Added |
| Cozad Asset Management Inc | 3,924 | $372.6K | 0.05% | +1,101+39.0% | Added |
| Mendel Money Management | 3,908 | $371.1K | 0.21% | +410+11.7% | Added |
| SFMG, LLC | 3,894 | $369.7K | 0.04% | −29−0.7% | Reduced |
| Hamilton Capital, LLC | 3,876 | $368.0K | 0.02% | +758+24.3% | Added |
| Northeast Investment Management | 3,872 | $368.0K | 0.02% | 00.0% | Unchanged |
| Asset Management Corp | 3,873 | $367.8K | 0.31% | +1,019+35.7% | Added |
| Magnus Financial Group LLC | 3,871 | $367.6K | 0.06% | −11−0.3% | Reduced |
| Innovis Asset Management LLC | 3,860 | $366.5K | 0.17% | +3,860 | New |
| Fiduciary Group LLC | 3,858 | $366.3K | 0.05% | 00.0% | Unchanged |
| Financial Architects, Inc | 3,851 | $365.7K | 0.06% | +3+0.1% | Added |
| Drake & Associates, LLC | 3,844 | $365.0K | 0.19% | +559+17.0% | Added |
| Arden Trust Co | 3,825 | $363.2K | 0.07% | −7−0.2% | Reduced |
| Centennial Bank | 3,824 | $363.1K | 0.21% | +3,824 | New |
| Aptus Capital Advisors, LLC | 3,812 | $361.9K | 0.01% | −844−18.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 3,682 | $359.5K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,767 | $357.7K | 0.04% | +1,755+87.2% | Added |
| Verition Fund Management LLC | 3,762 | $357.2K | 0.01% | −278,641−98.7% | Reduced |
| Accurate Wealth Management, LLC | 3,670 | $357.0K | 0.13% | +3,670 | New |
| Center For Asset Management LLC | 3,756 | $356.6K | 0.33% | +906+31.8% | Added |
| Lockerman Financial Group, Inc. | 3,743 | $355.4K | 1.04% | +162+4.5% | Added |
| McDonald Partners LLC | 3,731 | $354.3K | 0.12% | +50+1.4% | Added |
| Pacitti Group Inc. | 3,695 | $350.8K | 0.27% | +200+5.7% | Added |
| Calton & Associates, Inc. | 3,694 | $350.8K | 0.14% | +443+13.6% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,688 | $350.2K | 0.36% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,695 | $350.0K | 0.07% | −201−5.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,666 | $348.1K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,654 | $346.9K | 0.04% | +75+2.1% | Added |
| Vise Technologies, Inc. | 3,647 | $346.3K | 0.11% | −1,383−27.5% | Reduced |
| Fruth Investment Management | 3,645 | $346.0K | 0.10% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,625 | $344.2K | 0.13% | +509+16.3% | Added |
| NorthRock Partners, LLC | 3,623 | $344.0K | 0.04% | +1,116+44.5% | Added |
| Leavell Investment Management, Inc. | 3,627 | $344.0K | 0.03% | −1,374−27.5% | Reduced |
| Douglas Lane & Associates, LLC | 3,623 | $344.0K | 0.01% | −96−2.6% | Reduced |
| apricus wealth, LLC | 3,617 | $343.4K | 0.31% | +60+1.7% | Added |
| Parsec Financial Management, Inc. | 3,614 | $343.1K | 0.02% | −1,600−30.7% | Reduced |
| Rockland Trust Co | 3,605 | $343.0K | 0.02% | −713−16.5% | Reduced |
| Perpetual Investment Management Ltd | 3,598 | $341.6K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,595 | $341.3K | 0.63% | −1,770−33.0% | Reduced |
| Mark Stevens | 3,587 | $341.0K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,568 | $338.8K | 0.13% | −200−5.3% | Reduced |
| Eagle Strategies LLC | 3,559 | $337.9K | 0.10% | +3,559 | New |