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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 349 | $31.8K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 350 | $31.8K | 0.02% | −372−51.5% | Reduced |
| Operose Advisors LLC | 360 | $32.8K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 360 | $32.8K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 377 | $34.3K | 0.02% | +4+1.1% | Added |
| Baldwin Brothers Inc | 379 | $34.5K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 387 | $35.2K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 355 | $35.4K | 0.04% | −6−1.7% | Reduced |
| Hanson & Doremus Investment Management | 395 | $36.0K | 0.01% | −420−51.5% | Reduced |
| Barrett & Company, Inc. | 396 | $36.0K | 0.02% | 00.0% | Unchanged |
| AM Squared Ltd | 400 | $36.4K | 0.03% | +400 | New |
| Baystate Wealth Management LLC | 406 | $37.0K | 0.00% | +4+1.0% | Added |
| Foster Dykema Cabot & Co Inc | 403 | $37.0K | 0.00% | +403 | New |
| Tradition Wealth Management, LLC | 422 | $38.0K | 0.00% | +51+13.7% | Added |
| First Personal Financial Services | 426 | $38.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 439 | $39.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 452 | $41.1K | 0.01% | −24−5.0% | Reduced |
| Disciplined Investments, LLC | 452 | $41.1K | 0.02% | −3−0.7% | Reduced |
| Riverview Trust Co | 455 | $41.4K | 0.04% | +383+531.9% | Added |
| Sutton Wealth Advisors Inc. | 457 | $41.6K | 0.02% | −26−5.4% | Reduced |
| Hollencrest Capital Management | 457 | $41.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 460 | $41.9K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 450 | $42.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 476 | $43.3K | 0.00% | +476 | New |
| West Paces Advisors Inc. | 480 | $43.7K | 0.01% | +13+2.8% | Added |
| MV Capital Management, Inc. | 489 | $44.5K | 0.01% | +45+10.1% | Added |
| Riggs Asset Managment Co. Inc. | 500 | $45.5K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $45.5K | 0.04% | 00.0% | Unchanged |
| First National Bank of South Miami | 500 | $45.5K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 508 | $46.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 507 | $46.1K | 0.01% | −2,113−80.6% | Reduced |
| Lowe Wealth Advisors, LLC | 511 | $46.5K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 513 | $46.7K | 0.03% | +513 | New |
| SOA Wealth Advisors, LLC. | 520 | $47.4K | 0.01% | +1+0.2% | Added |
| Oakworth Capital, Inc. | 521 | $47.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 524 | $47.7K | 0.01% | −343−39.6% | Reduced |
| Aspire Private Capital, LLC | 525 | $47.7K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 539 | $49.0K | 0.01% | −48−8.2% | Reduced |
| TD Capital Management LLC | 546 | $49.6K | 0.01% | +253+86.3% | Added |
| CNB Bank | 562 | $51.1K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 562 | $51.1K | 0.01% | +10+1.8% | Added |
| Insight Financial Services | 571 | $52.0K | 0.21% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 592 | $53.9K | 0.05% | +2+0.3% | Added |
| Cornerstone Management, Inc. | 597 | $54.3K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 600 | $54.6K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 615 | $56.0K | 0.01% | +75+13.9% | Added |
| Old North State Trust, LLC | 618 | $56.0K | 0.04% | +3+0.5% | Added |
| Crewe Advisors LLC | 620 | $56.4K | 0.01% | −65−9.5% | Reduced |
| New Millennium Group LLC | 627 | $57.1K | 0.06% | −9−1.4% | Reduced |
| Atlas Capital Advisors LLC | 639 | $58.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 644 | $58.6K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 645 | $58.7K | 0.02% | +89+16.0% | Added |
| American National Bank | 648 | $59.0K | 0.01% | +311+92.3% | Added |
| Webster Bank, N. A. | 650 | $59.1K | 0.01% | +400+160.0% | Added |
| Schubert & Co | 657 | $59.8K | 0.05% | −17−2.5% | Reduced |
| Pointe Capital Management LLC | 672 | $61.1K | 0.04% | +672 | New |
| Morton Brown Family Wealth, LLC | 680 | $61.9K | 0.04% | +680 | New |
| Cutler Group LP | 684 | $62.0K | 0.01% | +684 | New |
| Emfo, LLC | 719 | $65.4K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 722 | $65.7K | 0.01% | +722 | New |
| Loomis Sayles & Co L P | 727 | $66.0K | 0.00% | −579−44.3% | Reduced |
| Valley National Advisers Inc | 717 | $68.0K | 0.01% | +1+0.1% | Added |
| Cyrus J. Lawrence, LLC | 756 | $69.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 759 | $69.1K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 784 | $71.0K | 0.01% | −412−34.4% | Reduced |
| Baker Avenue Asset Management, LP | 783 | $71.2K | 0.00% | +725+1,250.0% | Added |
| Creative Financial Designs Inc | 785 | $71.4K | 0.01% | −100−11.3% | Reduced |
| Front Row Advisors LLC | 791 | $72.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 794 | $72.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 804 | $73.2K | 0.01% | +7+0.9% | Added |
| Bogart Wealth, LLC | 808 | $73.5K | 0.00% | −899−52.7% | Reduced |
| PSI Advisors, LLC | 812 | $73.9K | 0.04% | +6+0.7% | Added |
| WFA Asset Management Corp | 818 | $74.5K | 0.05% | +7+0.9% | Added |
| Blue Bell Private Wealth Management, LLC | 820 | $74.6K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 826 | $75.2K | 0.05% | +2+0.2% | Added |
| Lee Financial Co | 829 | $75.4K | 0.01% | +139+20.1% | Added |
| Carolinas Wealth Consulting LLC | 6,244 | $77.6K | 0.02% | +466+8.1% | Added |
| Caldwell Sutter Capital, Inc. | 854 | $77.7K | 0.06% | +854 | New |
| American State Bank (Iowa) | 855 | $77.8K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 878 | $79.9K | 0.04% | −6−0.7% | Reduced |
| Resurgent Financial Advisors LLC | 905 | $82.3K | 0.06% | −1,514−62.6% | Reduced |
| Smithfield Trust Co | 922 | $84.0K | 0.01% | +240+35.2% | Added |
| Stephens Consulting, LLC | 925 | $84.2K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 930 | $84.6K | 0.00% | −257−21.7% | Reduced |
| DuPont Capital Management Corp | 989 | $90.0K | 0.00% | −692−41.2% | Reduced |
| Atticus Wealth Management, LLC | 999 | $90.9K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $91.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,003 | $91.0K | 0.03% | +5+0.5% | Added |
| Trifecta Capital Advisors, LLC | 1,010 | $91.9K | 0.03% | +749+287.0% | Added |
| Cape Investment Advisory, Inc. | 1,014 | $92.3K | 0.06% | +1,014 | New |
| CVA Family Office, LLC | 1,023 | $93.1K | 0.02% | −339−24.9% | Reduced |
| Mechanics Financial Corp | 1,043 | $94.9K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,075 | $97.8K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,089 | $99.0K | 0.04% | −19−1.7% | Reduced |
| Tompkins Financial Corp | 1,111 | $101.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,124 | $102.2K | 0.03% | +1+0.1% | Added |
| Wellington Shields & Co., LLC | 1,150 | $104.6K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,157 | $105.3K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,171 | $106.6K | 0.01% | +1,022+685.9% | Added |
| Norwood Financial Corp | 1,194 | $108.6K | 0.17% | 00.0% | Unchanged |