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 |
|---|---|---|---|---|---|
| Lanham O'Dell & Company, Inc. | 4,084 | $371.6K | 0.41% | +35+0.9% | Added |
| David J Yvars Group | 4,106 | $373.6K | 0.34% | 00.0% | Unchanged |
| J2 Capital Management Inc | 4,109 | $373.9K | 0.58% | −75−1.8% | Reduced |
| Ballentine Partners, LLC | 4,121 | $375.0K | 0.01% | +1,336+48.0% | Added |
| ICA Group Wealth Management, LLC | 4,142 | $376.9K | 0.09% | −21−0.5% | Reduced |
| Vigilant Capital Management, LLC | 4,140 | $377.0K | 0.03% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 4,152 | $377.8K | 0.02% | −297−6.7% | Reduced |
| Platform Technology Partners | 4,181 | $380.5K | 0.19% | −17−0.4% | Reduced |
| Morningstar Investment Management LLC | 4,191 | $381.0K | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,207 | $382.8K | 0.09% | +150+3.7% | Added |
| United Capital Management of KS, Inc. | 4,228 | $384.7K | 0.14% | −69−1.6% | Reduced |
| Royal London Asset Management Ltd | 4,205 | $385.7K | 0.00% | +4,205 | New |
| Mendel Money Management | 4,244 | $386.2K | 0.21% | +336+8.6% | Added |
| Conning Inc. | 4,261 | $387.7K | 0.01% | −30−0.7% | Reduced |
| GSB Wealth Management, LLC | 4,270 | $388.5K | 0.13% | −3,085−41.9% | Reduced |
| Adviser Investments LLC | 4,280 | $389.4K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,284 | $389.8K | 0.01% | +4,284 | New |
| Centaurus Financial, Inc. | 4,290 | $390.0K | 0.03% | +77+1.8% | Added |
| Wulff, Hansen & Co. | 4,300 | $391.3K | 0.45% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,312 | $392.3K | 0.24% | +4,312 | New |
| Horizon Investment Services, LLC | 4,314 | $392.6K | 0.25% | −622−12.6% | Reduced |
| BFT Financial Group, LLC | 4,321 | $393.2K | 0.06% | +4,321 | New |
| Lowe Brockenbrough & Co Inc | 4,346 | $395.4K | 0.03% | +1,682+63.1% | Added |
| Spears Abacus Advisors LLC | 4,350 | $395.8K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,361 | $396.8K | 0.01% | −10.0% | Reduced |
| Monetary Management Group Inc | 4,372 | $397.8K | 0.12% | −400−8.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,394 | $399.8K | 0.03% | −319−6.8% | Reduced |
| City Holding Co | 4,439 | $403.9K | 0.07% | −300−6.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,451 | $405.0K | 0.08% | +51+1.2% | Added |
| Nilsine Partners, LLC | 4,452 | $405.1K | 0.06% | +4,452 | New |
| Thomasville National Bank | 4,465 | $406.3K | 0.04% | −256−5.4% | Reduced |
| FourThought Financial Partners, LLC | 4,506 | $410.0K | 0.06% | −129−2.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,522 | $411.5K | 0.02% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 4,529 | $412.1K | 0.35% | −6−0.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,539 | $413.0K | 0.04% | −76−1.6% | Reduced |
| Avantax Planning Partners, Inc. | 4,540 | $413.1K | 0.02% | −312−6.4% | Reduced |
| Everett Harris & Co | 4,541 | $413.2K | 0.01% | −2,000−30.6% | Reduced |
| Private Capital Management, LLC | 4,550 | $414.0K | 0.05% | +4,550 | New |
| Accurate Wealth Management, LLC | 4,390 | $414.6K | 0.14% | +720+19.6% | Added |
| Gables Capital Management Inc. | 4,568 | $415.6K | 0.29% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,573 | $416.1K | 0.09% | +948+26.2% | Added |
| Strategic Financial Concepts, LLC | 4,602 | $418.7K | 0.17% | +4,602 | New |
| Pinnacle West Asset Management, Inc. | 4,600 | $419.0K | 0.44% | +4,600 | New |
| Aull & Monroe Investment Management Corp | 4,605 | $419.0K | 0.21% | −160−3.4% | Reduced |
| Glenview Trust Co | 4,621 | $420.5K | 0.01% | −327−6.6% | Reduced |
| Chicago Trust Co NA | 4,634 | $421.6K | 0.11% | −9−0.2% | Reduced |
| Spirit of America Management Corp | 4,700 | $427.7K | 0.10% | +1,695+56.4% | Added |
| Roanoke Asset Management Corp | 4,710 | $429.0K | 0.18% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,732 | $430.6K | 0.25% | +4,732 | New |
| Hartford Funds Management Co LLC | 4,751 | $432.4K | 0.04% | +74+1.6% | Added |
| Fee-Only Financial Planning, L.C. | 4,769 | $433.9K | 0.35% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,775 | $434.5K | 0.08% | −55−1.1% | Reduced |
| Brendel Financial Advisors LLC | 4,786 | $435.0K | 0.32% | +4,786 | New |
| Hexagon Capital Partners LLC | 4,794 | $436.2K | 0.12% | +99+2.1% | Added |
| Parsons Capital Management Inc | 4,797 | $436.5K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,805 | $437.2K | 0.24% | −265−5.2% | Reduced |
| Ostrum Asset Management | 4,815 | $438.1K | 0.04% | +4,815 | New |
| Merit Financial Group, LLC | 4,826 | $439.1K | 0.02% | +378+8.5% | Added |
| Aureus Asset Management, LLC | 4,834 | $439.9K | 0.03% | +209+4.5% | Added |
| Coastal Investment Advisors, Inc. | 4,843 | $440.6K | 0.11% | −319−6.2% | Reduced |
| Belpointe Asset Management LLC | 4,885 | $444.5K | 0.02% | +498+11.4% | Added |
| Sterling Investment Counsel, LLC | 4,889 | $444.9K | 0.26% | −515−9.5% | Reduced |
| Cobblestone Capital Advisors LLC | 4,910 | $446.8K | 0.03% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 4,941 | $446.9K | 0.28% | +1,624+49.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,914 | $447.1K | 0.02% | +836+20.5% | Added |
| Symmetry Partners, LLC | 4,919 | $448.0K | 0.02% | −5,680−53.6% | Reduced |
| Cullinan Associates Inc | 4,930 | $448.6K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,932 | $448.8K | 0.03% | +595+13.7% | Added |
| Gradient Investments LLC | 4,946 | $450.0K | 0.01% | −239−4.6% | Reduced |
| IHT Wealth Management, LLC | 4,958 | $451.1K | 0.03% | +4+0.1% | Added |
| MQS Management LLC | 4,975 | $452.7K | 0.29% | +1,973+65.7% | Added |
| Focus Financial Network, Inc. | 4,983 | $453.4K | 0.03% | −38−0.8% | Reduced |
| Stevens Capital Management LP | 4,991 | $454.0K | 0.11% | +4,991 | New |
| Meiji Yasuda Life Insurance Co | 4,999 | $455.0K | 0.01% | +4,999 | New |
| Douglass Winthrop Advisors, LLC | 5,018 | $457.0K | 0.01% | −200−3.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,041 | $458.7K | 0.09% | +1,788+55.0% | Added |
| GDS Wealth Management | 5,065 | $460.9K | 0.08% | −109−2.1% | Reduced |
| Kovack Advisors, Inc. | 5,114 | $465.4K | 0.06% | −88−1.7% | Reduced |
| DAGCO, Inc. | 5,130 | $466.8K | 0.25% | +5+0.1% | Added |
| Centre Asset Management, LLC | 5,166 | $470.0K | 0.11% | −154−2.9% | Reduced |
| High Net Worth Advisory Group LLC | 5,166 | $470.1K | 0.19% | +905+21.2% | Added |
| Heartland Bank & Trust Co | 5,182 | $471.5K | 0.36% | +310+6.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,182 | $472.0K | 0.02% | −75−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 5,209 | $474.0K | 0.03% | −943−15.3% | Reduced |
| Liberty Capital Management, Inc. | 5,225 | $475.4K | 0.16% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,260 | $478.6K | 0.13% | −648−11.0% | Reduced |
| Gateway Wealth Partners, LLC | 5,268 | $479.3K | 0.07% | +127+2.5% | Added |
| Diversified Trust Co | 5,278 | $480.2K | 0.02% | −2,280−30.2% | Reduced |
| Parsec Financial Management, Inc. | 5,279 | $480.3K | 0.02% | +1,665+46.1% | Added |
| Shulman DeMeo Asset Management LLC | 5,304 | $482.6K | 0.15% | +13+0.2% | Added |
| Dearborn Partners LLC | 5,319 | $484.0K | 0.02% | −1,744−24.7% | Reduced |
| Ronald Blue Trust, Inc. | 5,136 | $488.0K | 0.01% | −262−4.9% | Reduced |
| Stratos Wealth Advisors, LLC | 5,377 | $489.3K | 0.04% | −159−2.9% | Reduced |
| Integrated Advisors Network LLC | 5,394 | $490.8K | 0.03% | −1,255−18.9% | Reduced |
| Ironwood Investment Counsel, LLC | 5,397 | $491.1K | 0.12% | +147+2.8% | Added |
| Barry Investment Advisors, LLC | 5,411 | $492.4K | 0.16% | +50+0.9% | Added |
| Foundations Investment Advisors, LLC | 5,415 | $492.8K | 0.02% | +1,210+28.8% | Added |
| 9258 Wealth Management, LLC | 5,419 | $493.0K | 0.10% | −657−10.8% | Reduced |
| Aberdeen Wealth Management LLC | 5,433 | $494.3K | 0.37% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 5,459 | $496.7K | 0.17% | +1,407+34.7% | Added |