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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 5,217 | $392.4K | 0.09% | +100+2.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,236 | $393.9K | 0.01% | −17−0.3% | Reduced |
| Ironwood Investment Counsel, LLC | 5,250 | $394.9K | 0.09% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 5,256 | $395.4K | 0.04% | +5,256 | New |
| WealthPlan Investment Management, LLC | 5,259 | $395.6K | 0.07% | +4,800+1,045.8% | Added |
| Schechter Investment Advisors, LLC | 5,273 | $396.6K | 0.04% | +346+7.0% | Added |
| Connolly Sarah T. | 5,280 | $397.2K | 0.26% | −500−8.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,717 | $397.2K | 0.09% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 5,286 | $397.6K | 0.07% | −1,066−16.8% | Reduced |
| Marietta Investment Partners LLC | 5,290 | $397.9K | 0.11% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,298 | $398.6K | 0.00% | +649+14.0% | Added |
| Clarius Group, LLC | 5,324 | $400.5K | 0.04% | −1,564−22.7% | Reduced |
| Stonegate Investment Group, LLC | 5,360 | $403.2K | 0.01% | −298−5.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,369 | $403.9K | 0.13% | −4−0.1% | Reduced |
| Mendel Money Management | 5,372 | $404.1K | 0.22% | +498+10.2% | Added |
| Forte Capital LLC | 5,384 | $405.0K | 0.06% | −25−0.5% | Reduced |
| Aberdeen Wealth Management LLC | 5,433 | $408.7K | 0.31% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,441 | $409.3K | 0.08% | +12+0.2% | Added |
| Barry Investment Advisors, LLC | 5,447 | $409.8K | 0.15% | −214−3.8% | Reduced |
| Diversified Trust Co | 5,465 | $411.1K | 0.02% | −231−4.1% | Reduced |
| Summit Trail Advisors, LLC | 5,468 | $411.3K | 0.02% | +2,583+89.5% | Added |
| Accurate Wealth Management, LLC | 5,465 | $413.6K | 0.13% | +763+16.2% | Added |
| Atwood & Palmer Inc | 5,500 | $413.7K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,500 | $413.7K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,517 | $415.0K | 0.01% | −1,036−15.8% | Reduced |
| Leonteq Securities AG | 5,522 | $415.2K | 0.04% | −6−0.1% | Reduced |
| Birmingham Capital Management Co Inc | 5,520 | $415.2K | 0.17% | +420+8.2% | Added |
| Wrapmanager Inc | 5,523 | $415.4K | 0.13% | −733−11.7% | Reduced |
| Cigna Investments Inc | 5,534 | $416.0K | 0.10% | −713−11.4% | Reduced |
| Gladstone Institutional Advisory LLC | 5,532 | $416.1K | 0.03% | +799+16.9% | Added |
| High Net Worth Advisory Group LLC | 5,536 | $416.4K | 0.17% | +45+0.8% | Added |
| Mattern Wealth Management LLC | 5,555 | $417.8K | 0.12% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 5,567 | $418.8K | 0.34% | −185−3.2% | Reduced |
| Hartford Funds Management Co LLC | 5,571 | $419.0K | 0.04% | +279+5.3% | Added |
| KC Investment Advisors, LLC | 5,586 | $420.2K | 0.27% | +474+9.3% | Added |
| St Germain D J Co Inc | 5,600 | $421.2K | 0.02% | −150−2.6% | Reduced |
| Stock Yards Bank & Trust Co | 5,607 | $421.8K | 0.02% | −632−10.1% | Reduced |
| Strategic Investment Advisors | 5,607 | $421.8K | 0.07% | +27+0.5% | Added |
| Guardian Wealth Management, Inc. | 5,616 | $422.4K | 0.40% | −4,095−42.2% | Reduced |
| Parallel Advisors, LLC | 5,619 | $422.7K | 0.01% | −241−4.1% | Reduced |
| Empowered Funds, LLC | 5,626 | $423.2K | 0.01% | +1,195+27.0% | Added |
| Rehmann Capital Advisory Group | 5,637 | $424.0K | 0.04% | −98−1.7% | Reduced |
| Dearborn Partners LLC | 5,642 | $424.4K | 0.02% | −184−3.2% | Reduced |
| Anchor Investment Management, LLC | 5,644 | $424.5K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,658 | $425.6K | 0.01% | +79+1.4% | Added |
| E Fund Management Co., Ltd. | 5,666 | $426.0K | 0.03% | +961+20.4% | Added |
| Clearstead Advisors, LLC | 5,670 | $426.5K | 0.03% | −2,184−27.8% | Reduced |
| Drake & Associates, LLC | 5,685 | $427.6K | 0.19% | +1,573+38.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,715 | $429.9K | 0.19% | −34−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,720 | $430.3K | 0.05% | −49−0.8% | Reduced |
| Investment House LLC | 5,733 | $431.2K | 0.03% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 5,759 | $433.2K | 0.08% | +548+10.5% | Added |
| Smart Money Group LLC | 5,794 | $435.8K | 0.21% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 5,800 | $436.3K | 0.13% | +575+11.0% | Added |
| Glassman Wealth Services | 5,816 | $437.5K | 0.07% | +1,879+47.7% | Added |
| Bank Ozk | 5,817 | $437.6K | 0.24% | −800−12.1% | Reduced |
| Bank of Hawaii | 5,821 | $437.9K | 0.03% | +150+2.6% | Added |
| Beverly Hills Private Wealth, LLC | 5,901 | $443.9K | 0.13% | −6,360−51.9% | Reduced |
| Sandy Spring Bank | 5,986 | $450.2K | 0.03% | −359−5.7% | Reduced |
| Rossmore Private Capital | 5,993 | $450.8K | 0.07% | −218−3.5% | Reduced |
| WBH Advisory Inc | 6,006 | $451.8K | 0.06% | −393−6.1% | Reduced |
| Advisory Resource Group | 6,021 | $452.9K | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 6,025 | $453.2K | 0.10% | −3,103−34.0% | Reduced |
| Clarity Financial LLC | 6,060 | $455.8K | 0.08% | −200−3.2% | Reduced |
| Rothschild Investment Corp | 6,063 | $456.0K | 0.04% | +220+3.8% | Added |
| Hilltop Holdings Inc. | 6,068 | $456.4K | 0.06% | −2,096−25.7% | Reduced |
| Integrated Advisors Network LLC | 6,112 | $459.7K | 0.03% | +1,044+20.6% | Added |
| InterOcean Capital Group, LLC | 6,118 | $460.2K | 0.01% | −449−6.8% | Reduced |
| Parcion Private Wealth LLC | 6,158 | $463.2K | 0.05% | −29−0.5% | Reduced |
| Colony Group LLC | 6,175 | $464.0K | 0.01% | −156−2.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,179 | $464.8K | 0.04% | +6,179 | New |
| Change Path, LLC | 6,198 | $466.0K | 0.03% | −1,725−21.8% | Reduced |
| King Luther Capital Management Corp | 6,231 | $468.7K | 0.00% | −336−5.1% | Reduced |
| FDx Advisors, Inc. | 6,237 | $469.0K | 0.04% | −1,878−23.1% | Reduced |
| Neville Rodie & Shaw Inc | 6,240 | $469.0K | 0.04% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 6,290 | $473.0K | 0.04% | −1,100−14.9% | Reduced |
| KCM Investment Advisors LLC | 6,322 | $475.5K | 0.02% | −196−3.0% | Reduced |
| Chicago Capital, LLC | 6,345 | $477.3K | 0.02% | −140−2.2% | Reduced |
| Siemens Fonds Invest GmbH | 6,347 | $477.4K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,404 | $481.7K | 0.01% | −31−0.5% | Reduced |
| Peddock Capital Advisors, LLC | 6,442 | $484.6K | 0.16% | −425−6.2% | Reduced |
| Juncture Wealth Strategies, LLC | 6,491 | $488.3K | 0.24% | −366−5.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,770 | $488.7K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,525 | $490.8K | 0.02% | +702+12.1% | Added |
| Financial Advocates Investment Management | 6,630 | $498.8K | 0.04% | −347−5.0% | Reduced |
| Krane Funds Advisors LLC | 6,665 | $501.0K | 0.02% | +644+10.7% | Added |
| Intrua Financial, LLC | 6,696 | $503.7K | 0.09% | +2,016+43.1% | Added |
| Powell Investment Advisors, LLC | 6,708 | $504.6K | 0.30% | −255−3.7% | Reduced |
| Bessemer Group Inc | 6,753 | $508.0K | 0.00% | +1,041+18.2% | Added |
| Welch Group, LLC | 6,780 | $510.0K | 0.03% | +460+7.3% | Added |
| Horizon Investments, LLC | 6,869 | $510.8K | 0.02% | +93+1.4% | Added |
| Checchi Capital Advisers, LLC | 6,801 | $511.6K | 0.05% | −275−3.9% | Reduced |
| Garrison Point Advisors, LLC | 6,840 | $514.5K | 0.40% | −620−8.3% | Reduced |
| Ti-Trust, Inc | 6,840 | $514.5K | 0.49% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,872 | $517.0K | 0.03% | +1,892+38.0% | Added |
| StoneX Group Inc. | 6,931 | $521.3K | 0.06% | +369+5.6% | Added |
| South State Corp. | 6,954 | $523.1K | 0.05% | −118−1.7% | Reduced |
| EP Wealth Advisors, LLC | 6,967 | $524.0K | 0.01% | +5,943+580.4% | Added |
| Merit Financial Group, LLC | 6,974 | $524.6K | 0.02% | +30+0.4% | Added |
| Valeo Financial Advisors, LLC | 6,995 | $526.1K | 0.02% | +756+12.1% | Added |