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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 1,338 | $112.7K | 0.06% | −215−13.8% | Reduced |
| Westside Investment Management, Inc. | 1,337 | $112.6K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,333 | $112.2K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,335 | $112.0K | 0.02% | +551+70.3% | Added |
| Financial Avengers, Inc. | 1,266 | $106.6K | 0.07% | −251−16.5% | Reduced |
| CVA Family Office, LLC | 1,248 | $105.1K | 0.02% | +225+22.0% | Added |
| Acima Private Wealth, LLC | 1,224 | $103.1K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,260 | $103.1K | 0.07% | 00.0% | Unchanged |
| Core Alternative Capital | 1,219 | $102.6K | 0.02% | +17+1.4% | Added |
| Norwood Financial Corp | 1,194 | $100.5K | 0.15% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,188 | $100.0K | 0.03% | +1,188 | New |
| Arlington Partners LLC | 1,164 | $98.0K | 0.02% | +1,145+6,026.3% | Added |
| Banque Cantonale Vaudoise | 1,152 | $97.0K | 0.00% | −9,028−88.7% | Reduced |
| Wellington Shields & Co., LLC | 1,150 | $96.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,124 | $94.7K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,121 | $94.4K | 0.01% | −50−4.3% | Reduced |
| Tompkins Financial Corp | 1,111 | $93.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,109 | $93.4K | 0.04% | −433−28.1% | Reduced |
| Column Capital Advisors, LLC | 1,075 | $90.5K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,039 | $87.0K | 0.02% | +355+51.9% | Added |
| Trifecta Capital Advisors, LLC | 1,010 | $85.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,007 | $85.0K | 0.03% | +4+0.4% | Added |
| Atticus Wealth Management, LLC | 999 | $84.1K | 0.03% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,000 | $84.0K | 0.06% | +1,000 | New |
| Resources Management Corp | 978 | $82.0K | 0.01% | −41,345−97.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,000 | $81.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 930 | $78.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 922 | $78.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 925 | $77.9K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 880 | $74.0K | 0.01% | +477+118.4% | Added |
| Stonebridge Capital Advisors LLC | 868 | $73.1K | 0.01% | +361+71.2% | Added |
| Arrow Financial Corp | 865 | $72.8K | 0.01% | +250+40.7% | Added |
| Addison Advisors LLC | 860 | $72.4K | 0.04% | −18−2.1% | Reduced |
| Adirondack Trust Co | 852 | $72.2K | 0.03% | −305−26.4% | Reduced |
| American State Bank (Iowa) | 855 | $72.0K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 832 | $70.1K | 0.05% | −73−8.1% | Reduced |
| Financial Freedom, LLC | 828 | $69.7K | 0.05% | +2+0.2% | Added |
| WFA Asset Management Corp | 826 | $69.6K | 0.04% | +8+1.0% | Added |
| Blue Bell Private Wealth Management, LLC | 820 | $69.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 819 | $68.9K | 0.03% | +7+0.9% | Added |
| Tyler-Stone Wealth Management | 808 | $68.0K | 0.04% | +808 | New |
| SRS Capital Advisors, Inc. | 805 | $67.8K | 0.01% | +1+0.1% | Added |
| Front Row Advisors LLC | 791 | $67.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 794 | $66.9K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 785 | $66.1K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 759 | $63.9K | 0.05% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 756 | $63.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 749 | $63.0K | 0.00% | +22+3.0% | Added |
| Northwest Capital Management Inc | 731 | $61.5K | 0.03% | +731 | New |
| Valley National Advisers Inc | 719 | $61.0K | 0.01% | +2+0.3% | Added |
| Clear Street Markets LLC | 725 | $61.0K | 0.03% | +725 | New |
| Avalon Trust Co | 722 | $60.8K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 719 | $60.5K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 719 | $60.5K | 0.03% | −295−29.1% | Reduced |
| Atlantic Trust, LLC | 644 | $58.3K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 685 | $57.7K | 0.01% | −144−17.4% | Reduced |
| Farther Finance Advisors, LLC | 682 | $57.4K | 0.01% | +230+50.9% | Added |
| Morton Brown Family Wealth, LLC | 680 | $57.3K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 650 | $54.7K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 629 | $53.0K | 0.03% | +629 | New |
| New Millennium Group LLC | 627 | $52.8K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 620 | $52.2K | 0.02% | −25−3.9% | Reduced |
| O'Dell Group, LLC | 611 | $51.4K | 0.01% | +611 | New |
| Atlas Capital Advisors LLC | 610 | $51.4K | 0.01% | −29−4.5% | Reduced |
| Cypress Capital Management LLC (WY) | 600 | $50.5K | 0.06% | 00.0% | Unchanged |
| American National Bank | 584 | $49.2K | 0.01% | −64−9.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 581 | $48.9K | 0.02% | +425+272.4% | Added |
| Insight Financial Services | 571 | $48.1K | 0.12% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 562 | $47.3K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 542 | $45.7K | 0.01% | +17+3.2% | Added |
| Plante Moran Financial Advisors, LLC | 539 | $45.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 524 | $44.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 522 | $43.9K | 0.01% | +2+0.4% | Added |
| Oakworth Capital, Inc. | 521 | $43.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 514 | $43.3K | 0.02% | +1+0.2% | Added |
| TD Capital Management LLC | 513 | $43.2K | 0.01% | −33−6.0% | Reduced |
| Lowe Wealth Advisors, LLC | 511 | $43.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 508 | $43.0K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 508 | $42.7K | 0.00% | +32+6.7% | Added |
| Rational Advisors LLC | 503 | $42.4K | 0.00% | +503 | New |
| Riggs Asset Managment Co. Inc. | 500 | $42.1K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 500 | $42.1K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $42.1K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 480 | $40.4K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 475 | $40.0K | 0.04% | −117−19.8% | Reduced |
| TFC Financial Management | 468 | $39.4K | 0.01% | +445+1,934.8% | Added |
| Boyd Watterson Asset Management LLC | 460 | $38.7K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 459 | $38.6K | 0.01% | −5,300−92.0% | Reduced |
| Hollencrest Capital Management | 457 | $38.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 457 | $38.5K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 451 | $38.0K | 0.01% | −38−7.8% | Reduced |
| Cowen Prime Advisors LLC | 450 | $37.9K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 450 | $37.9K | 0.02% | −2−0.4% | Reduced |
| Silvant Capital Management LLC | 439 | $37.0K | 0.00% | 00.0% | Unchanged |
| Prostatis Group LLC | 36,543 | $36.5K | 0.02% | +36,543 | New |
| First Personal Financial Services | 426 | $35.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,796 | $34.5K | 0.01% | −448−7.2% | Reduced |
| Global Financial Private Client, LLC | 400 | $34.1K | 0.02% | −813−67.0% | Reduced |
| Barrett & Company, Inc. | 396 | $33.3K | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 394 | $33.2K | 0.00% | +394 | New |