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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 3,792 | $285.3K | 0.01% | +1,275+50.7% | Added |
| HF Advisory Group, LLC | 3,796 | $286.1K | 0.21% | +206+5.7% | Added |
| McDonough Capital Management, Inc | 3,808 | $286.5K | 0.27% | +921+31.9% | Added |
| Wulff, Hansen & Co. | 3,825 | $287.7K | 0.34% | −175−4.4% | Reduced |
| Cornerstone Advisory, LLC | 3,829 | $288.0K | 0.05% | +10+0.3% | Added |
| Kovack Advisors, Inc. | 3,835 | $288.4K | 0.04% | −1,332−25.8% | Reduced |
| CFS Investment Advisory Services, LLC | 3,857 | $290.0K | 0.05% | +3,857 | New |
| Fiduciary Group LLC | 3,858 | $290.2K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 3,861 | $290.4K | 0.01% | 00.0% | Unchanged |
| Northeast Investment Management | 3,872 | $291.3K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,874 | $291.4K | 0.01% | +16+0.4% | Added |
| Glenview Trust Co | 3,898 | $293.2K | 0.01% | −354−8.3% | Reduced |
| Ignite Planners, LLC | 4,124 | $294.2K | 0.09% | +128+3.2% | Added |
| Petrus Trust Company, LTA | 3,912 | $294.3K | 0.03% | +3,912 | New |
| Midwest Professional Planners, LTD. | 3,915 | $294.5K | 0.13% | +404+11.5% | Added |
| Ingalls & Snyder LLC | 3,927 | $295.0K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,931 | $295.7K | 0.01% | −18−0.5% | Reduced |
| Magnus Financial Group LLC | 3,932 | $295.8K | 0.04% | −2−0.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,918 | $296.0K | 0.22% | −2,266−36.6% | Reduced |
| Clough Capital Partners L P | 3,966 | $298.3K | 0.03% | +3,966 | New |
| Los Angeles Capital Management LLC | 3,976 | $299.1K | 0.00% | −71−1.8% | Reduced |
| Octavia Wealth Advisors, LLC | 3,976 | $299.1K | 0.06% | +3,976 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,005 | $301.3K | 0.01% | +4,005 | New |
| Balentine LLC | 4,017 | $302.2K | 0.01% | +1,197+42.4% | Added |
| TRUE Private Wealth Advisors | 4,054 | $304.9K | 0.04% | +628+18.3% | Added |
| Harvest Fund Management Co., Ltd | 4,054 | $305.0K | 0.05% | +1,526+60.4% | Added |
| Sovereign Financial Group, Inc. | 4,069 | $306.1K | 0.11% | +18+0.4% | Added |
| Innovis Asset Management LLC | 4,069 | $306.1K | 0.12% | +66+1.6% | Added |
| Howe & Rusling Inc | 4,090 | $307.6K | 0.04% | −1,505−26.9% | Reduced |
| J2 Capital Management Inc | 4,090 | $307.6K | 0.39% | −90−2.2% | Reduced |
| David J Yvars Group | 4,106 | $308.9K | 0.26% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,156 | $312.6K | 0.01% | −25−0.6% | Reduced |
| Pearl River Capital, LLC | 4,165 | $313.3K | 0.05% | +4,165 | New |
| Platform Technology Partners | 4,178 | $314.3K | 0.15% | −15−0.4% | Reduced |
| Aureus Asset Management, LLC | 4,191 | $315.2K | 0.03% | −645−13.3% | Reduced |
| United Asset Strategies, Inc. | 4,214 | $317.0K | 0.04% | +154+3.8% | Added |
| Flputnam Investment Management Co | 4,221 | $317.5K | 0.01% | −18,644−81.5% | Reduced |
| Jump Financial, LLC | 4,225 | $317.8K | 0.01% | +648+18.1% | Added |
| Eagle Strategies LLC | 4,240 | $319.0K | 0.08% | +610+16.8% | Added |
| Brevan Howard Capital Management LP | 4,259 | $320.4K | 0.09% | +4,259 | New |
| Atalanta Sosnoff Capital, LLC | 4,294 | $323.0K | 0.01% | −346−7.5% | Reduced |
| Keudell/Morrison Wealth Management | 4,312 | $324.3K | 0.10% | −172−3.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,314 | $324.5K | 0.03% | −20−0.5% | Reduced |
| Monetary Management Group Inc | 4,320 | $324.9K | 0.11% | −52−1.2% | Reduced |
| Spears Abacus Advisors LLC | 4,350 | $327.2K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,359 | $327.9K | 0.01% | +249+6.1% | Added |
| McDonald Partners LLC | 4,391 | $330.3K | 0.11% | +50+1.2% | Added |
| Evercore Wealth Management, LLC | 4,473 | $336.5K | 0.01% | −311−6.5% | Reduced |
| apricus wealth, LLC | 4,527 | $337.1K | 0.29% | +1,500+49.6% | Added |
| Nilsine Partners, LLC | 4,486 | $337.4K | 0.05% | −9−0.2% | Reduced |
| Independent Financial Group, LLC | 4,491 | $337.8K | 0.02% | −948−17.4% | Reduced |
| Mission Wealth Management, LP | 4,518 | $339.8K | 0.01% | −170−3.6% | Reduced |
| LexAurum Advisors, LLC | 4,518 | $339.9K | 0.10% | +864+23.6% | Added |
| Thrive Capital Management, LLC | 4,530 | $340.7K | 0.19% | −658−12.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,531 | $340.9K | 0.01% | −991−17.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,534 | $341.0K | 0.03% | +20.0% | Added |
| Fulton Breakefield Broenniman LLC | 4,535 | $341.1K | 0.03% | −25−0.5% | Reduced |
| Everett Harris & Co | 4,541 | $341.6K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,564 | $343.0K | 0.02% | −355−7.2% | Reduced |
| Aull & Monroe Investment Management Corp | 4,574 | $344.1K | 0.18% | −31−0.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,584 | $344.8K | 0.05% | +1,084+31.0% | Added |
| Strategic Financial Concepts, LLC | 4,602 | $346.2K | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,605 | $346.4K | 0.06% | −67−1.4% | Reduced |
| GDS Wealth Management | 4,614 | $347.1K | 0.05% | −310−6.3% | Reduced |
| City Holding Co | 4,627 | $348.0K | 0.06% | −187−3.9% | Reduced |
| Parsons Capital Management Inc | 4,646 | $349.5K | 0.03% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 4,690 | $353.0K | 0.14% | −30−0.6% | Reduced |
| TCG Advisory Services, LLC | 4,694 | $353.1K | 0.05% | +13+0.3% | Added |
| Avantax Planning Partners, Inc. | 4,699 | $353.4K | 0.01% | +90+2.0% | Added |
| Pinnacle West Asset Management, Inc. | 4,715 | $355.0K | 0.35% | +140+3.1% | Added |
| Dark Forest Capital Management LP | 4,752 | $357.4K | 0.03% | +1,117+30.7% | Added |
| Fee-Only Financial Planning, L.C. | 4,769 | $358.7K | 0.29% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,771 | $358.9K | 0.28% | +76+1.6% | Added |
| Smith Chas P & Associates Pa Cpas | 4,794 | $361.0K | 0.03% | −3,580−42.8% | Reduced |
| Gables Capital Management Inc. | 4,818 | $362.4K | 0.25% | +200+4.3% | Added |
| Quadrant Capital Group LLC | 4,822 | $362.7K | 0.04% | −651−11.9% | Reduced |
| Lanham O'Dell & Company, Inc. | 4,827 | $363.1K | 0.30% | +39+0.8% | Added |
| Cobblestone Capital Advisors LLC | 4,830 | $363.3K | 0.03% | −177−3.5% | Reduced |
| Hexagon Capital Partners LLC | 4,840 | $364.1K | 0.10% | +27+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,842 | $364.2K | 0.01% | −66,407−93.2% | Reduced |
| Credit Agricole S A | 4,845 | $364.4K | 0.01% | +4,845 | New |
| Indiana Trust & Investment Management CO | 4,853 | $365.0K | 0.18% | +47+1.0% | Added |
| Private Portfolio Partners LLC | 4,894 | $368.1K | 0.10% | −370−7.0% | Reduced |
| CoreCap Advisors, LLC | 4,906 | $369.1K | 0.03% | −105−2.1% | Reduced |
| Adviser Investments LLC | 4,909 | $369.3K | 0.01% | +1,268+34.8% | Added |
| Gradient Investments LLC | 4,911 | $369.4K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,915 | $369.7K | 0.04% | −4,263−46.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,408 | $371.0K | 0.01% | +9+0.2% | Added |
| Wealthcare Advisory Partners LLC | 4,947 | $372.1K | 0.02% | +941+23.5% | Added |
| Centennial Bank | 4,951 | $372.4K | 0.26% | +1,127+29.5% | Added |
| Fifth Third Wealth Advisors LLC | 4,962 | $373.2K | 0.15% | +1,926+63.4% | Added |
| Douglass Winthrop Advisors, LLC | 5,018 | $377.5K | 0.01% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 5,042 | $379.2K | 0.07% | −496−9.0% | Reduced |
| Cornerstone Wealth Management, LLC | 5,046 | $379.6K | 0.04% | −3,598−41.6% | Reduced |
| Financial Counselors Inc | 5,056 | $380.3K | 0.01% | −712−12.3% | Reduced |
| Centre Asset Management, LLC | 5,085 | $382.0K | 0.09% | −81−1.6% | Reduced |
| West Family Investments, Inc. | 5,133 | $386.1K | 0.13% | +783+18.0% | Added |
| Global Retirement Partners, LLC | 5,287 | $387.5K | 0.02% | +375+7.6% | Added |
| Focus Financial Network, Inc. | 5,211 | $392.0K | 0.02% | +239+4.8% | Added |
| Personal Cfo Solutions, LLC | 5,215 | $392.3K | 0.08% | +172+3.4% | Added |