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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 3,568 | $324.7K | 0.12% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,557 | $324.0K | 0.02% | −70−1.9% | Reduced |
| Sovereign Financial Group, Inc. | 3,558 | $323.7K | 0.12% | +10+0.3% | Added |
| Fayez Sarofim & Co | 3,550 | $323.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,545 | $322.6K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,537 | $321.8K | 0.06% | +130+3.8% | Added |
| Bremer Bank National Association | 3,532 | $321.4K | 0.06% | −163−4.4% | Reduced |
| Interactive Financial Advisors | 3,500 | $318.5K | 0.20% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 3,500 | $318.5K | 0.22% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,499 | $318.4K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 3,495 | $318.0K | 0.23% | −200−5.4% | Reduced |
| RDA Financial Network | 3,482 | $316.8K | 0.14% | +10.0% | Added |
| Abacus Planning Group, Inc. | 3,480 | $316.6K | 0.08% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,465 | $315.3K | 0.31% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,456 | $314.5K | 0.01% | −24−0.7% | Reduced |
| LWMG, LLC | 3,450 | $313.9K | 0.10% | +60+1.8% | Added |
| Clifford Swan Investment Counsel LLC | 3,445 | $313.5K | 0.01% | −4−0.1% | Reduced |
| Rodgers Brothers Inc. | 3,433 | $312.4K | 0.06% | 00.0% | Unchanged |
| Single Point Partners, LLC | 3,433 | $312.0K | 0.07% | +2+0.1% | Added |
| TRUE Private Wealth Advisors | 3,426 | $311.7K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,424 | $311.6K | 0.00% | +1,244+57.1% | Added |
| Washington Trust Advisors, Inc. | 3,404 | $309.7K | 0.03% | +774+29.4% | Added |
| Marcum Wealth, LLC | 3,402 | $309.5K | 0.04% | +464+15.8% | Added |
| Holderness Investments Co | 3,379 | $307.5K | 0.12% | +15+0.4% | Added |
| First National Bank Sioux Falls | 3,375 | $307.1K | 0.21% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 3,375 | $307.1K | 0.11% | +50+1.5% | Added |
| Arete Wealth Advisors, LLC | 3,379 | $307.0K | 0.03% | −96−2.8% | Reduced |
| Gilman Hill Asset Management, LLC | 3,345 | $304.4K | 0.06% | −11−0.3% | Reduced |
| Gray Wealth Management Inc. | 3,333 | $303.3K | 0.17% | +10+0.3% | Added |
| HF Advisory Group, LLC | 3,314 | $301.5K | 0.27% | +372+12.6% | Added |
| Aveo Capital Partners, LLC | 3,312 | $301.4K | 0.04% | +243+7.9% | Added |
| Vise Technologies, Inc. | 3,300 | $300.3K | 0.08% | −347−9.5% | Reduced |
| CWA Asset Management Group, LLC | 3,296 | $299.9K | 0.02% | +324+10.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,294 | $299.7K | 0.04% | +714+27.7% | Added |
| SC&H Financial Advisors, Inc. | 3,287 | $299.1K | 0.11% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 3,288 | $299.0K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,263 | $296.9K | 0.06% | +90+2.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,263 | $296.9K | 0.00% | +1,863+133.1% | Added |
| Symphony Financial, Ltd. Co. | 3,271 | $295.8K | 0.08% | −1,099−25.1% | Reduced |
| Taylor Hoffman Wealth Management | 3,250 | $295.7K | 0.16% | +450+16.1% | Added |
| Court Place Advisors, LLC | 3,233 | $294.2K | 0.11% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,225 | $293.0K | 0.17% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 3,207 | $291.8K | 0.21% | 00.0% | Unchanged |
| Spire Wealth Management | 3,206 | $291.7K | 0.01% | +1,452+82.8% | Added |
| Banque Pictet & Cie SA | 3,206 | $291.7K | 0.00% | −2,658−45.3% | Reduced |
| WealthPLAN Partners, LLC | 3,204 | $291.5K | 0.03% | −5,813−64.5% | Reduced |
| BCGM Wealth Management, LLC | 3,201 | $291.2K | 0.15% | −44−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 3,189 | $290.2K | 0.14% | +3,189 | New |
| Calton & Associates, Inc. | 3,173 | $288.7K | 0.13% | −521−14.1% | Reduced |
| SFMG, LLC | 3,172 | $288.6K | 0.03% | −722−18.5% | Reduced |
| Linscomb & Williams, Inc. | 3,165 | $288.0K | 0.02% | −329−9.4% | Reduced |
| City State Bank | 3,163 | $288.0K | 0.16% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 3,165 | $288.0K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,149 | $286.5K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,020 | $285.2K | 0.04% | +558+22.7% | Added |
| NVWM, LLC | 3,131 | $284.9K | 0.10% | +2,496+393.1% | Added |
| Hamilton Capital, LLC | 3,119 | $283.8K | 0.02% | −757−19.5% | Reduced |
| Sonora Investment Management Group, LLC | 3,117 | $283.6K | 0.02% | +321+11.5% | Added |
| apricus wealth, LLC | 3,117 | $283.6K | 0.26% | −500−13.8% | Reduced |
| Heathbridge Capital Management Ltd. | 3,100 | $282.1K | 0.12% | +3,100 | New |
| Verus Financial Partners, Inc. | 3,080 | $281.6K | 0.04% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,090 | $281.2K | 0.15% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,083 | $280.5K | 0.15% | +3,083 | New |
| Concord Wealth Partners | 3,068 | $279.2K | 0.08% | −137−4.3% | Reduced |
| Family Management Corp | 3,061 | $278.5K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,040 | $276.6K | 0.12% | +831+37.6% | Added |
| First Hawaiian Bank | 3,008 | $273.7K | 0.01% | −3,485−53.7% | Reduced |
| Options Solutions, LLC | 3,000 | $273.0K | 0.31% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 3,000 | $273.0K | 0.25% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,998 | $272.8K | 0.01% | +190+6.8% | Added |
| Good Life Advisors, LLC | 2,983 | $271.5K | 0.03% | −5−0.2% | Reduced |
| Townsend Asset Management Corp | 2,980 | $271.1K | 0.14% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,977 | $270.8K | 0.13% | +246+9.0% | Added |
| PFG Investments, LLC | 2,976 | $270.7K | 0.06% | +2,976 | New |
| Moneta Group Investment Advisors LLC | 2,974 | $270.6K | 0.01% | +678+29.5% | Added |
| Quantamental Technologies LLC | 2,972 | $270.4K | 0.15% | +29+1.0% | Added |
| Widmann Financial Services, Inc. | 2,952 | $268.6K | 0.27% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,948 | $268.2K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,929 | $266.5K | 0.02% | +23+0.8% | Added |
| Bradley Foster & Sargent Inc | 2,925 | $266.1K | 0.01% | −49−1.6% | Reduced |
| Sowell Financial Services LLC | 2,925 | $266.0K | 0.02% | +2,925 | New |
| Trinity Financial Advisors LLC | 2,912 | $265.0K | 0.16% | +2,912 | New |
| David Loasby | 2,790 | $264.7K | 0.03% | −149−5.1% | Reduced |
| Vantage Consulting Group Inc | 2,906 | $264.4K | 0.15% | +244+9.2% | Added |
| Syntax Advisors, LLC | 2,906 | $264.4K | 0.20% | +244+9.2% | Added |
| Capital Investment Advisory Services, LLC | 2,901 | $264.0K | 0.03% | −642−18.1% | Reduced |
| McDonough Capital Management, Inc | 2,888 | $262.8K | 0.27% | −3−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 2,863 | $260.5K | 0.06% | +72+2.6% | Added |
| Princeton Global Asset Management LLC | 2,854 | $259.7K | 0.07% | +53+1.9% | Added |
| Essex Financial Services, Inc. | 2,845 | $258.9K | 0.03% | −26−0.9% | Reduced |
| Accel Wealth Management | 2,844 | $258.8K | 0.11% | +21+0.7% | Added |
| Townsend & Associates, Inc | 2,796 | $258.4K | 0.10% | −19,608−87.5% | Reduced |
| JB Capital LLC | 2,836 | $258.1K | 0.02% | +2+0.1% | Added |
| Aviance Capital Partners, LLC | 2,835 | $258.0K | 0.06% | −370−11.5% | Reduced |
| Laidlaw Wealth Management LLC | 2,831 | $257.6K | 0.05% | +93+3.4% | Added |
| NewEdge Wealth, LLC | 2,826 | $257.1K | 0.01% | −2,279−44.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 2,820 | $257.0K | 0.11% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,821 | $256.7K | 0.01% | +2,821 | New |
| DFPG Investments, LLC | 2,820 | $256.6K | 0.03% | +279+11.0% | Added |
| Abacus Wealth Partners, LLC | 2,785 | $256.6K | 0.08% | +604+27.7% | Added |