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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 387 | $32.6K | 0.00% | −233−37.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 387 | $32.6K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 385 | $32.4K | 0.02% | +35+10.0% | Added |
| Baldwin Brothers Inc | 379 | $31.9K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 369 | $31.1K | 0.01% | +169+84.5% | Added |
| Tradition Wealth Management, LLC | 367 | $31.0K | 0.00% | −55−13.0% | Reduced |
| Covestor Ltd | 368 | $31.0K | 0.02% | +87+31.0% | Added |
| IMA Wealth, Inc. | 368 | $31.0K | 0.01% | +159+76.1% | Added |
| West Oak Capital, LLC | 360 | $30.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 360 | $30.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 349 | $29.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 338 | $28.5K | 0.02% | −8−2.3% | Reduced |
| Chilton Capital Management LLC | 313 | $26.4K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 312 | $26.3K | 0.01% | +312 | New |
| Prestige Wealth Management Group LLC | 311 | $26.2K | 0.01% | +85+37.6% | Added |
| Newbridge Financial Services Group, Inc. | 302 | $25.4K | 0.01% | −75−19.9% | Reduced |
| Ameliora Wealth Management Ltd. | 300 | $25.3K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 300 | $25.0K | 0.01% | −95−24.1% | Reduced |
| Canton Hathaway, LLC | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 307 | $25.0K | 0.01% | +33+12.0% | Added |
| Catalyst Capital Advisors LLC | 284 | $23.9K | 0.00% | −24−7.8% | Reduced |
| Kelly Financial Services LLC | 282 | $23.7K | 0.01% | +3+1.1% | Added |
| Coppell Advisory Solutions LLC | 276 | $23.0K | 0.01% | +276 | New |
| Quarry LP | 266 | $22.4K | 0.01% | +266 | New |
| Achmea Investment Management B.V. | 256 | $22.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 250 | $21.1K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $21.1K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 249 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 245 | $20.6K | 0.01% | +10+4.3% | Added |
| Richard W. Paul & Associates, LLC | 242 | $20.4K | 0.01% | +31+14.7% | Added |
| Union Savings Bank | 230 | $19.5K | 0.01% | +230 | New |
| Riverview Trust Co | 225 | $18.9K | 0.02% | −230−50.5% | Reduced |
| Wolff Wiese Magana LLC | 211 | $17.8K | 0.01% | +30+16.6% | Added |
| Compass Wealth Management LLC | 203 | $17.1K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $16.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $16.8K | 0.02% | +200 | New |
| Missouri Trust & Investment Co | 200 | $16.8K | 0.01% | +200 | New |
| Royal London Asset Management Ltd | 191 | $16.1K | 0.00% | −4,014−95.5% | Reduced |
| Glen Eagle Advisors, LLC | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 173 | $14.6K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 171 | $14.0K | 0.01% | +2+1.2% | Added |
| Nalls Sherbakoff Group, LLC | 162 | $13.5K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 156 | $13.1K | 0.00% | −113−42.0% | Reduced |
| Pinebridge Investments, L.P. | 145 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 135 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 134 | $11.3K | 0.01% | −221−62.3% | Reduced |
| GW&K Investment Management, LLC | 127 | $11.0K | 0.00% | +127 | New |
| USA Financial Portformulas Corp | 130 | $10.9K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 129 | $10.9K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 126 | $10.6K | 0.00% | +126 | New |
| West Financial Advisors, LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 120 | $10.1K | 0.01% | +120 | New |
| Evolution Advisers, Inc. | 130 | $10.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 116 | $9.77K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 116 | $9.77K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $9.43K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 112 | $9.43K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 110 | $9.23K | 0.00% | +1+0.9% | Added |
| Proffitt & Goodson Inc | 109 | $9.18K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 109 | $9.18K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 84 | $9.16K | 0.04% | −7−7.7% | Reduced |
| Cornerstone Planning Group LLC | 107 | $9.03K | 0.00% | +107 | New |
| Hussman Strategic Advisors, Inc. | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 100 | $8.42K | 0.00% | +100 | New |
| NewSquare Capital LLC | 93 | $7.83K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 91 | $7.70K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 90 | $7.59K | 0.00% | +36+66.7% | Added |
| Rise Advisors, LLC | 90 | $7.57K | 0.01% | +12+15.4% | Added |
| New England Capital Financial Advisors LLC | 86 | $7.24K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 85 | $7.16K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 84 | $7.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $6.91K | 0.00% | −24−22.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.81K | 0.00% | – | – |
| Thompson Investment Management, Inc. | 68 | $5.73K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $5.58K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 66 | $5.55K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 65 | $5.47K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 64 | $5.39K | 0.00% | −9−12.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 64 | $5.39K | 0.00% | +1+1.6% | Added |
| Financial Management Professionals, Inc. | 61 | $5.00K | 0.00% | −80−56.7% | Reduced |
| Ulland Investment Advisors, LLC | 64 | $5.00K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 65 | $5.00K | 0.00% | +65 | New |
| Cherry Tree Wealth Management, LLC | 57 | $4.80K | 0.00% | +57 | New |
| JJJ Advisors Inc. | 52 | $4.38K | 0.00% | −35−40.2% | Reduced |
| Logan Capital Management Inc | 45 | $3.79K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 33 | $2.78K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 31 | $2.61K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 30 | $2.53K | 0.00% | −753−96.2% | Reduced |
| Horizons Wealth Management | 26 | $2.19K | 0.00% | +26 | New |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $1.26K | 0.00% | −246−94.3% | Reduced |
| Raffa Wealth Management, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |