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, Q3 2023
Institutional positions in American Electric Power Co Inc as of Sep 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
- 1,278
- −14 vs. Q2 2023
- Shares held
- 389.8M
- +10.1M (+2.6%) vs. Q2 2023
- Total value
- $29.3B
- −$2.70B (−8.4%) vs. Q2 2023
- New holders
- 118
- 496 more added
- Sold out
- 132
- 443 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 402 | $30.2K | 0.01% | −55−12.0% | Reduced |
| First Personal Financial Services | 426 | $32.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 439 | $33.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 445 | $33.5K | 0.00% | −6−1.3% | Reduced |
| Live Oak Investment Partners | – | $34.4K | 0.03% | – | – |
| Hollencrest Capital Management | 457 | $34.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 460 | $34.6K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 472 | $35.5K | 0.02% | +472 | New |
| JNBA Financial Advisors | 479 | $36.0K | 0.00% | +229+91.6% | Added |
| Barrett & Company, Inc. | 496 | $37.3K | 0.02% | +100+25.3% | Added |
| Piscataqua Savings Bank | 500 | $37.6K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 508 | $38.0K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $38.0K | 0.03% | +500 | New |
| Atlas Capital Advisors LLC | 506 | $38.1K | 0.01% | −104−17.0% | Reduced |
| Lowe Wealth Advisors, LLC | 511 | $38.4K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 519 | $39.0K | 0.00% | +6+1.2% | Added |
| Oakworth Capital, Inc. | 521 | $39.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 524 | $39.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 534 | $40.2K | 0.01% | −8−1.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 539 | $40.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 544 | $40.9K | 0.01% | −18−3.2% | Reduced |
| TFC Financial Management | 545 | $41.0K | 0.01% | +77+16.5% | Added |
| Heritage Wealth Advisors | 547 | $41.1K | 0.00% | −383−41.2% | Reduced |
| Insight Financial Services | 571 | $43.0K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 588 | $44.2K | 0.00% | +80+15.7% | Added |
| Cypress Capital Management LLC (WY) | 600 | $45.1K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 605 | $45.5K | 0.01% | −15−2.4% | Reduced |
| Atlantic Trust, LLC | 644 | $48.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 650 | $48.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 666 | $50.1K | 0.02% | −333−33.3% | Reduced |
| Morton Brown Family Wealth, LLC | 680 | $51.1K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 681 | $51.2K | 0.03% | −751−52.4% | Reduced |
| Resurgent Financial Advisors LLC | 684 | $51.5K | 0.04% | −148−17.8% | Reduced |
| Lee Financial Co | 685 | $51.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 687 | $52.0K | 0.01% | −648−48.5% | Reduced |
| Stonebridge Capital Advisors LLC | 697 | $52.4K | 0.01% | −171−19.7% | Reduced |
| New Millennium Group LLC | 697 | $52.4K | 0.05% | +70+11.2% | Added |
| Exchange Traded Concepts, LLC | 713 | $53.6K | 0.00% | −6,167−89.6% | Reduced |
| Emfo, LLC | 719 | $54.1K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 722 | $54.3K | 0.01% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 724 | $54.5K | 0.05% | +724 | New |
| Northwest Capital Management Inc | 731 | $55.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 756 | $56.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 740 | $56.0K | 0.01% | +21+2.9% | Added |
| Addison Advisors LLC | 783 | $58.9K | 0.03% | −77−9.0% | Reduced |
| Creative Financial Designs Inc | 785 | $59.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 791 | $59.5K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 794 | $59.7K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 810 | $60.9K | 0.03% | −42−4.9% | Reduced |
| Tyler-Stone Wealth Management | 808 | $61.0K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 820 | $61.7K | 0.03% | +101+14.0% | Added |
| PSI Advisors, LLC | 826 | $62.1K | 0.03% | +7+0.9% | Added |
| Financial Freedom, LLC | 831 | $62.5K | 0.04% | +3+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 835 | $62.8K | 0.02% | +15+1.8% | Added |
| WFA Asset Management Corp | 835 | $62.8K | 0.04% | +9+1.1% | Added |
| Smithfield Trust Co | 854 | $64.0K | 0.00% | −68−7.4% | Reduced |
| American State Bank (Iowa) | 855 | $64.3K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 865 | $65.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 869 | $65.4K | 0.02% | +817+1,571.2% | Added |
| SRS Capital Advisors, Inc. | 892 | $67.1K | 0.01% | +87+10.8% | Added |
| Stephens Consulting, LLC | 925 | $69.6K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 930 | $70.0K | 0.01% | +50+5.7% | Added |
| Loomis Sayles & Co L P | 928 | $70.0K | 0.00% | +179+23.9% | Added |
| Deseret Mutual Benefit Administrators | 964 | $72.5K | 0.04% | −145−13.1% | Reduced |
| Resources Management Corp | 978 | $74.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $74.5K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,000 | $75.0K | 0.09% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,000 | $75.2K | 0.04% | +1,000 | New |
| Operose Advisors LLC | 1,001 | $75.3K | 0.03% | +641+178.1% | Added |
| Quarry LP | 1,002 | $75.4K | 0.05% | +736+276.7% | Added |
| Western Pacific Wealth Management, LP | 1,008 | $75.8K | 0.06% | +249+32.8% | Added |
| Trifecta Capital Advisors, LLC | 1,010 | $76.0K | 0.02% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,050 | $79.0K | 0.03% | +1,050 | New |
| LWM Advisory Services, LLC | 1,092 | $79.1K | 0.08% | +1,092 | New |
| Column Capital Advisors, LLC | 1,075 | $80.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,085 | $81.6K | 0.01% | −579−34.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,092 | $82.2K | 0.03% | +1,092 | New |
| Financial Avengers, Inc. | 1,100 | $82.8K | 0.06% | −166−13.1% | Reduced |
| Tompkins Financial Corp | 1,111 | $83.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,131 | $85.1K | 0.01% | +10+0.9% | Added |
| Flaharty Asset Management, LLC | 1,135 | $85.4K | 0.01% | +1,135 | New |
| SOA Wealth Advisors, LLC. | 1,166 | $87.7K | 0.02% | +644+123.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,188 | $89.4K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,194 | $89.8K | 0.15% | 00.0% | Unchanged |
| Core Alternative Capital | 1,219 | $91.7K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,224 | $92.1K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,124 | $94.7K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,260 | $94.8K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,333 | $100.3K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,337 | $100.6K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,337 | $100.6K | 0.01% | −237−15.1% | Reduced |
| West Branch Capital LLC | 1,338 | $100.6K | 0.05% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,350 | $101.5K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,395 | $104.9K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,403 | $105.5K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,407 | $105.9K | 0.03% | +1+0.1% | Added |
| Rational Advisors LLC | 1,455 | $109.4K | 0.01% | +952+189.3% | Added |
| S.A. Mason LLC | 1,465 | $110.2K | 0.08% | −2−0.1% | Reduced |
| Key Financial Inc | 1,470 | $110.6K | 0.04% | −50−3.3% | Reduced |
| Perkins Coie Trust Co | 1,482 | $111.5K | 0.03% | +30+2.1% | Added |