American Electric Power Co Inc

AEP

Exchange: Nasdaq
Industry: Electric Services
SEC CIK: 0000004904

SEC filings (opens in a new tab)

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, Q1 2023

Institutional positions in American Electric Power Co Inc as of Mar 31, 2023. 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: 1,357; +5 vs. Q4 2022
Shares held: 381.4M; −6.59M (−1.7%) vs. Q4 2022
Total value: $34.6B; −$2.13B (−5.8%) vs. Q4 2022
New holders: 112; 541 more added
Sold out: 107; 445 more reduced

37 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,357 institutions

Value heldQ1 2023: $34.6B

Institutions holding AEP and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q4 2022.

Institutions holding AEP in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Acadian Asset Management LLC	6	$0	0.00%	−11,721−99.9%	Reduced
Avion Wealth	2	$0	0.00%	+2	New
Sofos Investments, Inc.	91	$13	0.00%	−4−4.2%	Reduced
Antonetti Capital Management LLC	2	$186	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	5	$455	0.00%	00.0%	Unchanged
True Wealth Design, LLC	6	$546	0.00%	−286−97.9%	Reduced
SJS Investment Consulting Inc.	10	$910	0.00%	−7−41.2%	Reduced
Raffa Wealth Management, LLC	12	$1.09K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$1.18K	0.00%	–	–
Capstone Investment Advisors, LLC	15	$1.36K	0.00%	−91−85.8%	Reduced
Pacifica Partners Inc.	16	$1.51K	0.00%	00.0%	Unchanged
Credential Qtrade Securities Inc.	18	$1.64K	0.00%	+18	New
Arlington Partners LLC	19	$1.73K	0.00%	−215−91.9%	Reduced
Penserra Capital Management LLC	28	$2.00K	0.00%	−36,815−99.9%	Reduced
KB Financial Partners, LLC	19	$2.00K	0.00%	00.0%	Unchanged
TFC Financial Management	23	$2.11K	0.00%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	30	$2.73K	0.00%	−30−50.0%	Reduced
Bradley & Co. Private Wealth Management, LLC	31	$2.82K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	32	$2.92K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	33	$3.00K	0.00%	00.0%	Unchanged
Ellevest, Inc.	40	$3.64K	0.00%	+39+3,900.0%	Added
Institutional & Family Asset Management, LLC	40	$3.64K	0.00%	00.0%	Unchanged
Logan Capital Management Inc	45	$4.09K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	49	$4.46K	0.00%	+49	New
Worth Asset Management, LLC	50	$4.55K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	53	$4.82K	0.00%	+53	New
Abound Wealth Management	54	$4.92K	0.00%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	60	$5.46K	0.00%	+60	New
Oliver Lagore Vanvalin Investment Group	63	$5.78K	0.00%	00.0%	Unchanged
DB Wealth Management Group, LLC	65	$5.91K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	64	$6.00K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	66	$6.00K	0.00%	−18−21.4%	Reduced
DT Investment Partners, LLC	66	$6.12K	0.00%	+66	New
Thompson Investment Management, Inc.	68	$6.19K	0.00%	+68	New
Live Oak Investment Partners	–	$6.28K	0.01%	–	–
Eagle Bay Advisors LLC	73	$6.64K	0.00%	−22−23.2%	Reduced
Farmers & Merchants Trust Co of Chambersburg PA	76	$7.00K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	78	$7.10K	0.01%	+68+680.0%	Added
Grey Fox Wealth Advisors, LLC	80	$7.28K	0.00%	−102−56.0%	Reduced
Stuart Chaussee & Associates, Inc.	84	$7.64K	0.00%	00.0%	Unchanged
Fortis Capital Advisors, LLC	85	$7.73K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	86	$7.83K	0.01%	00.0%	Unchanged
JJJ Advisors Inc.	87	$8.05K	0.00%	−13−13.0%	Reduced
General Partner, Inc.	85	$8.07K	0.01%	+85	New
RFP Financial Group LLC	91	$8.32K	0.01%	00.0%	Unchanged
JDM Financial Group LLC	93	$8.42K	0.01%	00.0%	Unchanged
NewSquare Capital LLC	93	$8.46K	0.00%	00.0%	Unchanged
Hussman Strategic Advisors, Inc.	100	$9.10K	0.00%	00.0%	Unchanged
Estabrook Capital Management	100	$9.10K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	104	$9.61K	0.00%	+102+5,100.0%	Added
Bell Investment Advisors, Inc	106	$9.64K	0.00%	+26+32.5%	Added
Proffitt & Goodson Inc	109	$9.92K	0.00%	−27−19.9%	Reduced
FSC Wealth Advisors, LLC	109	$9.92K	0.02%	00.0%	Unchanged
Retirement Group, LLC	109	$10.0K	0.00%	+1+0.9%	Added
HHM Wealth Advisors, LLC	112	$10.2K	0.00%	+112	New
Annapolis Financial Services, LLC	112	$10.2K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	116	$10.6K	0.01%	00.0%	Unchanged
Red Tortoise LLC	116	$10.6K	0.01%	+116	New
West Financial Advisors, LLC	120	$10.9K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	120	$10.9K	0.00%	+120	New
First PREMIER Bank	125	$11.0K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	130	$11.0K	0.01%	00.0%	Unchanged
Private Ocean, LLC	129	$11.7K	0.00%	+29+29.0%	Added
USA Financial Portformulas Corp	130	$11.8K	0.02%	+130	New
Bank of New Hampshire	135	$12.3K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	141	$13.0K	0.00%	+51+56.7%	Added
Pinebridge Investments, L.P.	145	$13.2K	0.00%	00.0%	Unchanged
China Universal Asset Management Co., Ltd.	156	$14.2K	0.00%	+156	New
Nalls Sherbakoff Group, LLC	162	$14.7K	0.01%	+162	New
McClarren Financial Advisors, Inc.	169	$15.0K	0.01%	+1+0.6%	Added
Founders Capital Management	173	$16.0K	0.01%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	180	$16.4K	0.01%	00.0%	Unchanged
Wolff Wiese Magana LLC	181	$16.5K	0.01%	00.0%	Unchanged
Glen Eagle Advisors, LLC	190	$17.3K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	200	$18.0K	0.00%	00.0%	Unchanged
Trust Co	200	$18.2K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	200	$18.2K	0.00%	00.0%	Unchanged
Lumature Wealth Partners, LLC	200	$18.2K	0.01%	00.0%	Unchanged
Compass Wealth Management LLC	203	$18.5K	0.01%	00.0%	Unchanged
Baldrige Asset Management LLC	208	$19.0K	0.01%	−92−30.7%	Reduced
IMA Wealth, Inc.	209	$19.0K	0.00%	−159−43.2%	Reduced
Richard W. Paul & Associates, LLC	211	$19.2K	0.01%	+87+70.2%	Added
Prestige Wealth Management Group LLC	226	$20.6K	0.01%	−4−1.7%	Reduced
Carmichael Hill & Associates, Inc.	235	$21.4K	0.01%	+235	New
Brown, Lisle/Cummings, Inc.	249	$22.7K	0.01%	00.0%	Unchanged
Chesapeake Asset Management LLC	250	$22.7K	0.02%	+250	New
JNBA Financial Advisors	250	$22.7K	0.00%	00.0%	Unchanged
Achmea Investment Management B.V.	256	$23.0K	0.00%	00.0%	Unchanged
Syverson Strege & Co	261	$23.7K	0.01%	00.0%	Unchanged
Tfo-TDC, LLC	261	$23.7K	0.01%	+257+6,425.0%	Added
Steward Financial Group LLC	274	$24.0K	0.01%	−65−19.2%	Reduced
AXS Investments LLC	269	$24.5K	0.01%	−13−4.6%	Reduced
Kelly Financial Services LLC	279	$25.4K	0.01%	+3+1.1%	Added
Covestor Ltd	281	$26.0K	0.02%	+1+0.4%	Added
Canton Hathaway, LLC	300	$27.0K	0.01%	00.0%	Unchanged
Horizon Bancorp Inc	300	$27.0K	0.02%	+120+66.7%	Added
Ameliora Wealth Management Ltd.	300	$27.3K	0.02%	00.0%	Unchanged
Catalyst Capital Advisors LLC	308	$28.0K	0.00%	−93−23.2%	Reduced
Chilton Capital Management LLC	313	$28.5K	0.00%	+313	New
First Financial Corp	346	$31.5K	0.02%	00.0%	Unchanged