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, Q2 2023
Institutional positions in American Electric Power Co Inc as of Jun 30, 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
- 1,309
- −35 vs. Q1 2023
- Shares held
- 381.4M
- +186.3K (0.0%) vs. Q1 2023
- Total value
- $32.1B
- −$2.48B (−7.2%) vs. Q1 2023
- New holders
- 97
- 511 more added
- Sold out
- 132
- 459 more reduced
13 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 4,609 | $388.1K | 0.02% | +69+1.5% | Added |
| Gables Capital Management Inc. | 4,618 | $388.8K | 0.25% | +50+1.1% | Added |
| Qtron Investments LLC | 4,631 | $389.9K | 0.07% | −2,922−38.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,640 | $390.7K | 0.01% | −59,593−92.8% | Reduced |
| Parsons Capital Management Inc | 4,646 | $391.2K | 0.03% | −151−3.1% | Reduced |
| Fisher Asset Management, LLC | 4,649 | $391.5K | 0.00% | +4,649 | New |
| Institute for Wealth Management, LLC. | 4,672 | $393.4K | 0.07% | −103−2.2% | Reduced |
| Intrua Financial, LLC | 4,680 | $394.1K | 0.07% | +2,049+77.9% | Added |
| TCG Advisory Services, LLC | 4,681 | $394.1K | 0.07% | +108+2.4% | Added |
| Mission Wealth Management, LP | 4,688 | $394.7K | 0.02% | +794+20.4% | Added |
| Heartland Bank & Trust Co | 4,695 | $395.3K | 0.31% | −487−9.4% | Reduced |
| E Fund Management Co., Ltd. | 4,705 | $396.0K | 0.03% | −835−15.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,699 | $396.0K | 0.02% | −483−9.3% | Reduced |
| Roanoke Asset Management Corp | 4,720 | $397.0K | 0.16% | +10+0.2% | Added |
| Coastal Investment Advisors, Inc. | 4,717 | $397.2K | 0.09% | −126−2.6% | Reduced |
| Gladstone Institutional Advisory LLC | 4,733 | $398.5K | 0.02% | −476−9.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,399 | $400.0K | 0.01% | −737−14.3% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,769 | $401.6K | 0.31% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,784 | $402.8K | 0.01% | −796−14.3% | Reduced |
| Lanham O'Dell & Company, Inc. | 4,788 | $403.1K | 0.37% | +704+17.2% | Added |
| CTC Alternative Strategies, Ltd. | 4,800 | $404.2K | 0.50% | +4,800 | New |
| Indiana Trust & Investment Management CO | 4,806 | $404.7K | 0.21% | +10.0% | Added |
| Hexagon Capital Partners LLC | 4,813 | $405.3K | 0.11% | +19+0.4% | Added |
| City Holding Co | 4,814 | $405.3K | 0.07% | +375+8.4% | Added |
| Ostrum Asset Management | 4,819 | $405.8K | 0.03% | +4+0.1% | Added |
| Aureus Asset Management, LLC | 4,836 | $407.2K | 0.03% | +20.0% | Added |
| Accurate Wealth Management, LLC | 4,702 | $410.1K | 0.13% | +312+7.1% | Added |
| Mendel Money Management | 4,874 | $410.4K | 0.21% | +630+14.8% | Added |
| Van Hulzen Asset Management, LLC | 4,876 | $411.0K | 0.04% | +2,600+114.2% | Added |
| Bellecapital International Ltd. | 4,889 | $411.7K | 0.10% | −2,863−36.9% | Reduced |
| Sterling Investment Counsel, LLC | 4,889 | $411.7K | 0.22% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,911 | $413.5K | 0.01% | −35−0.7% | Reduced |
| Global Retirement Partners, LLC | 4,912 | $413.6K | 0.02% | −1,212−19.8% | Reduced |
| Symmetry Partners, LLC | 4,919 | $414.0K | 0.02% | 00.0% | Unchanged |
| GDS Wealth Management | 4,924 | $414.6K | 0.07% | −141−2.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,927 | $414.8K | 0.04% | −1,071−17.9% | Reduced |
| Focus Financial Network, Inc. | 4,972 | $418.6K | 0.02% | −11−0.2% | Reduced |
| Buckingham Strategic Partners | 4,980 | $419.4K | 0.02% | +1,002+25.2% | Added |
| DAGCO, Inc. | 4,985 | $419.8K | 0.21% | −145−2.8% | Reduced |
| Cobblestone Capital Advisors LLC | 5,007 | $421.6K | 0.03% | +97+2.0% | Added |
| CoreCap Advisors, LLC | 5,011 | $422.0K | 0.03% | +5,011 | New |
| Cordatus Wealth Management LLC | 5,013 | $422.0K | 0.16% | +5,013 | New |
| Douglass Winthrop Advisors, LLC | 5,018 | $422.5K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,043 | $424.6K | 0.09% | +592+13.3% | Added |
| Integrated Advisors Network LLC | 5,068 | $426.7K | 0.02% | −326−6.0% | Reduced |
| Birmingham Capital Management Co Inc | 5,100 | $429.4K | 0.18% | −420−7.6% | Reduced |
| KC Investment Advisors, LLC | 5,112 | $430.4K | 0.29% | +1,410+38.1% | Added |
| Sky Investment Group LLC | 5,117 | $430.9K | 0.09% | +910+21.6% | Added |
| Centre Asset Management, LLC | 5,166 | $435.0K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,167 | $435.1K | 0.06% | +53+1.0% | Added |
| Thrive Capital Management, LLC | 5,188 | $436.8K | 0.25% | +247+5.0% | Added |
| Gateway Wealth Partners, LLC | 5,211 | $438.8K | 0.08% | −57−1.1% | Reduced |
| Liberty Capital Management, Inc. | 5,225 | $439.9K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,250 | $442.1K | 0.10% | −147−2.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,253 | $442.3K | 0.01% | +339+6.9% | Added |
| Echo Street Capital Management LLC | 5,259 | $442.8K | 0.00% | +5,259 | New |
| Stratos Wealth Advisors, LLC | 5,261 | $443.0K | 0.03% | −116−2.2% | Reduced |
| Private Portfolio Partners LLC | 5,264 | $443.2K | 0.11% | +4+0.1% | Added |
| Marietta Investment Partners LLC | 5,290 | $445.4K | 0.12% | −170−3.1% | Reduced |
| Hartford Funds Management Co LLC | 5,292 | $445.6K | 0.05% | +541+11.4% | Added |
| Shulman DeMeo Asset Management LLC | 5,373 | $452.4K | 0.14% | +69+1.3% | Added |
| Walleye Capital LLC | 5,374 | $452.5K | 0.01% | +5,374 | New |
| Forte Capital LLC | 5,409 | $455.4K | 0.07% | +5,409 | New |
| 9258 Wealth Management, LLC | 5,429 | $457.1K | 0.09% | +10+0.2% | Added |
| Seven Eight Capital, LP | 5,431 | $457.3K | 0.08% | +5,431 | New |
| Aberdeen Wealth Management LLC | 5,433 | $457.5K | 0.33% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,439 | $458.0K | 0.03% | −2,710−33.3% | Reduced |
| Quadrant Capital Group LLC | 5,473 | $460.8K | 0.05% | −684−11.1% | Reduced |
| High Net Worth Advisory Group LLC | 5,491 | $462.3K | 0.18% | +325+6.3% | Added |
| Atwood & Palmer Inc | 5,500 | $463.1K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,500 | $463.1K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,522 | $465.0K | 0.02% | +1,000+22.1% | Added |
| Leonteq Securities AG | 5,528 | $465.4K | 0.05% | −150−2.6% | Reduced |
| Summit Financial Strategies, Inc. | 5,538 | $466.3K | 0.09% | +10+0.2% | Added |
| Mattern Wealth Management LLC | 5,555 | $467.7K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,579 | $469.8K | 0.01% | −1,682−23.2% | Reduced |
| Strategic Investment Advisors | 5,580 | $469.8K | 0.07% | +114+2.1% | Added |
| Virtu Financial LLC | 5,593 | $471.0K | 0.04% | −20,103−78.2% | Reduced |
| Howe & Rusling Inc | 5,595 | $471.1K | 0.05% | −1,774−24.1% | Reduced |
| Meridian Wealth Management, LLC | 5,596 | $471.2K | 0.04% | −632−10.1% | Reduced |
| Anchor Investment Management, LLC | 5,644 | $475.2K | 0.06% | −100−1.7% | Reduced |
| Stonegate Investment Group, LLC | 5,658 | $476.4K | 0.02% | −342−5.7% | Reduced |
| Barry Investment Advisors, LLC | 5,661 | $476.7K | 0.16% | +250+4.6% | Added |
| Bank of Hawaii | 5,671 | $477.5K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 5,696 | $479.6K | 0.02% | +418+7.9% | Added |
| Bessemer Group Inc | 5,712 | $482.0K | 0.00% | −1,141−16.6% | Reduced |
| Investment House LLC | 5,733 | $482.7K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,735 | $482.9K | 0.04% | −692−10.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,749 | $484.0K | 0.20% | +116+2.1% | Added |
| St Germain D J Co Inc | 5,750 | $484.1K | 0.03% | +5,750 | New |
| Cohen Investment Advisors LLC | 5,752 | $484.3K | 0.39% | +77+1.4% | Added |
| Jaffetilchin Investment Partners, LLC | 5,769 | $485.7K | 0.05% | −38−0.7% | Reduced |
| Financial Counselors Inc | 5,768 | $486.0K | 0.01% | +191+3.4% | Added |
| Connolly Sarah T. | 5,780 | $486.7K | 0.29% | 00.0% | Unchanged |
| Smart Money Group LLC | 5,794 | $487.8K | 0.23% | +56+1.0% | Added |
| Coldstream Capital Management Inc | 5,823 | $490.3K | 0.02% | −578−9.0% | Reduced |
| Dearborn Partners LLC | 5,826 | $490.6K | 0.02% | +507+9.5% | Added |
| Rothschild Investment Corp | 5,843 | $492.0K | 0.04% | +317+5.7% | Added |
| Ellsworth Advisors, LLC | 5,849 | $492.5K | 0.17% | +390+7.1% | Added |
| Parallel Advisors, LLC | 5,860 | $493.4K | 0.02% | −489−7.7% | Reduced |