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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 4,815 | $438.1K | 0.04% | +4,815 | New |
| Indiana Trust & Investment Management CO | 4,805 | $437.2K | 0.24% | −265−5.2% | Reduced |
| Parsons Capital Management Inc | 4,797 | $436.5K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,794 | $436.2K | 0.12% | +99+2.1% | Added |
| Brendel Financial Advisors LLC | 4,786 | $435.0K | 0.32% | +4,786 | New |
| Institute for Wealth Management, LLC. | 4,775 | $434.5K | 0.08% | −55−1.1% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,769 | $433.9K | 0.35% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 4,751 | $432.4K | 0.04% | +74+1.6% | Added |
| Oak Thistle LLC | 4,732 | $430.6K | 0.25% | +4,732 | New |
| Roanoke Asset Management Corp | 4,710 | $429.0K | 0.18% | 00.0% | Unchanged |
| Spirit of America Management Corp | 4,700 | $427.7K | 0.10% | +1,695+56.4% | Added |
| Chicago Trust Co NA | 4,634 | $421.6K | 0.11% | −9−0.2% | Reduced |
| Glenview Trust Co | 4,621 | $420.5K | 0.01% | −327−6.6% | Reduced |
| Aull & Monroe Investment Management Corp | 4,605 | $419.0K | 0.21% | −160−3.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,600 | $419.0K | 0.44% | +4,600 | New |
| Strategic Financial Concepts, LLC | 4,602 | $418.7K | 0.17% | +4,602 | New |
| TCG Advisory Services, LLC | 4,573 | $416.1K | 0.09% | +948+26.2% | Added |
| Gables Capital Management Inc. | 4,568 | $415.6K | 0.29% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,390 | $414.6K | 0.14% | +720+19.6% | Added |
| Private Capital Management, LLC | 4,550 | $414.0K | 0.05% | +4,550 | New |
| Everett Harris & Co | 4,541 | $413.2K | 0.01% | −2,000−30.6% | Reduced |
| Avantax Planning Partners, Inc. | 4,540 | $413.1K | 0.02% | −312−6.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,539 | $413.0K | 0.04% | −76−1.6% | Reduced |
| Finer Wealth Management, Inc. | 4,529 | $412.1K | 0.35% | −6−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,522 | $411.5K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,506 | $410.0K | 0.06% | −129−2.8% | Reduced |
| Thomasville National Bank | 4,465 | $406.3K | 0.04% | −256−5.4% | Reduced |
| Nilsine Partners, LLC | 4,452 | $405.1K | 0.06% | +4,452 | New |
| Personal Cfo Solutions, LLC | 4,451 | $405.0K | 0.08% | +51+1.2% | Added |
| City Holding Co | 4,439 | $403.9K | 0.07% | −300−6.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,394 | $399.8K | 0.03% | −319−6.8% | Reduced |
| Monetary Management Group Inc | 4,372 | $397.8K | 0.12% | −400−8.4% | Reduced |
| Welch & Forbes LLC | 4,361 | $396.8K | 0.01% | −10.0% | Reduced |
| Spears Abacus Advisors LLC | 4,350 | $395.8K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 4,346 | $395.4K | 0.03% | +1,682+63.1% | Added |
| BFT Financial Group, LLC | 4,321 | $393.2K | 0.06% | +4,321 | New |
| Horizon Investment Services, LLC | 4,314 | $392.6K | 0.25% | −622−12.6% | Reduced |
| Bridgefront Capital, LLC | 4,312 | $392.3K | 0.24% | +4,312 | New |
| Wulff, Hansen & Co. | 4,300 | $391.3K | 0.45% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,290 | $390.0K | 0.03% | +77+1.8% | Added |
| Boothbay Fund Management, LLC | 4,284 | $389.8K | 0.01% | +4,284 | New |
| Adviser Investments LLC | 4,280 | $389.4K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 4,270 | $388.5K | 0.13% | −3,085−41.9% | Reduced |
| Conning Inc. | 4,261 | $387.7K | 0.01% | −30−0.7% | Reduced |
| Mendel Money Management | 4,244 | $386.2K | 0.21% | +336+8.6% | Added |
| Royal London Asset Management Ltd | 4,205 | $385.7K | 0.00% | +4,205 | New |
| United Capital Management of KS, Inc. | 4,228 | $384.7K | 0.14% | −69−1.6% | Reduced |
| Sky Investment Group LLC | 4,207 | $382.8K | 0.09% | +150+3.7% | Added |
| Morningstar Investment Management LLC | 4,191 | $381.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 4,181 | $380.5K | 0.19% | −17−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,152 | $377.8K | 0.02% | −297−6.7% | Reduced |
| Vigilant Capital Management, LLC | 4,140 | $377.0K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,142 | $376.9K | 0.09% | −21−0.5% | Reduced |
| Ballentine Partners, LLC | 4,121 | $375.0K | 0.01% | +1,336+48.0% | Added |
| J2 Capital Management Inc | 4,109 | $373.9K | 0.58% | −75−1.8% | Reduced |
| David J Yvars Group | 4,106 | $373.6K | 0.34% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 4,084 | $371.6K | 0.41% | +35+0.9% | Added |
| United Asset Strategies, Inc. | 4,073 | $370.6K | 0.05% | −371−8.3% | Reduced |
| CX Institutional | 4,059 | $369.0K | 0.02% | +67+1.7% | Added |
| Innovis Asset Management LLC | 4,048 | $368.3K | 0.15% | +188+4.9% | Added |
| Schmidt P J Investment Management Inc | 3,954 | $367.0K | 0.08% | −484−10.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,012 | $365.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,010 | $364.9K | 0.03% | +1,425+55.1% | Added |
| Eagle Strategies LLC | 3,992 | $363.2K | 0.09% | +433+12.2% | Added |
| LexAurum Advisors, LLC | 3,984 | $362.5K | 0.12% | +4+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 3,983 | $362.4K | 0.08% | +3,983 | New |
| Drake & Associates, LLC | 3,981 | $362.2K | 0.18% | +137+3.6% | Added |
| Buckingham Strategic Partners | 3,978 | $362.0K | 0.02% | −282−6.6% | Reduced |
| Fiduciary Group LLC | 3,959 | $360.2K | 0.05% | +101+2.6% | Added |
| Financial Architects, Inc | 3,955 | $359.9K | 0.06% | +104+2.7% | Added |
| Magnus Financial Group LLC | 3,947 | $359.2K | 0.05% | +76+2.0% | Added |
| Ignite Planners, LLC | 3,784 | $357.4K | 0.15% | +225+6.3% | Added |
| Cozad Asset Management Inc | 3,926 | $357.2K | 0.05% | +2+0.1% | Added |
| Ingalls & Snyder LLC | 3,927 | $357.0K | 0.02% | −27−0.7% | Reduced |
| BLB&B Advisors, LLC | 3,915 | $356.2K | 0.03% | −41−1.0% | Reduced |
| Mission Wealth Management, LP | 3,894 | $354.3K | 0.02% | −166−4.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,878 | $352.9K | 0.02% | +365+10.4% | Added |
| Northeast Investment Management | 3,872 | $352.3K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,852 | $350.5K | 0.06% | −2,573−40.0% | Reduced |
| Keudell/Morrison Wealth Management | 3,840 | $349.4K | 0.10% | +1,034+36.8% | Added |
| Centennial Bank | 3,824 | $347.9K | 0.23% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 3,816 | $347.2K | 0.07% | +260+7.3% | Added |
| Ethic Inc. | 3,790 | $344.8K | 0.01% | +510+15.5% | Added |
| Caldwell Trust Co | 3,751 | $341.3K | 0.05% | −900−19.4% | Reduced |
| Lockerman Financial Group, Inc. | 3,746 | $340.8K | 0.94% | +3+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,724 | $338.9K | 0.08% | −602−13.9% | Reduced |
| Channel Wealth LLC | 3,712 | $337.7K | 0.22% | +3,712 | New |
| KC Investment Advisors, LLC | 3,702 | $337.0K | 0.32% | −659−15.1% | Reduced |
| Douglas Lane & Associates, LLC | 3,699 | $336.6K | 0.01% | +76+2.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,688 | $335.6K | 0.32% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,683 | $335.1K | 0.00% | +417+12.8% | Added |
| Polaris Wealth Advisory Group, LLC | 3,682 | $335.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,674 | $334.3K | 0.03% | +20+0.5% | Added |
| Penobscot Investment Management Company, Inc. | 3,666 | $333.6K | 0.06% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,664 | $333.4K | 0.18% | +316+9.4% | Added |
| Fruth Investment Management | 3,645 | $331.0K | 0.10% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,611 | $329.0K | 0.04% | −1,047−22.5% | Reduced |
| Arden Trust Co | 3,611 | $329.0K | 0.06% | −214−5.6% | Reduced |
| Mark Stevens | 3,586 | $326.3K | 0.04% | −10.0% | Reduced |
| McDonald Partners LLC | 3,581 | $325.8K | 0.11% | −150−4.0% | Reduced |