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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 2,932 | $220.4K | 0.06% | +27+0.9% | Added |
| JB Capital LLC | 2,924 | $220.0K | 0.02% | +53+1.8% | Added |
| David Loasby | 2,996 | $219.6K | 0.02% | +142+5.0% | Added |
| NorthRock Partners, LLC | 2,910 | $218.9K | 0.02% | +54+1.9% | Added |
| Cullinan Associates Inc | 2,900 | $218.1K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,892 | $217.5K | 0.01% | +2,892 | New |
| Penserra Capital Management LLC | 2,885 | $216.0K | 0.00% | −452−13.5% | Reduced |
| SFMG, LLC | 2,871 | $216.0K | 0.02% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,870 | $215.9K | 0.08% | −1,061−27.0% | Reduced |
| Princeton Global Asset Management LLC | 2,855 | $214.8K | 0.06% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,835 | $213.2K | 0.05% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,832 | $213.0K | 0.10% | −14−0.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,825 | $212.5K | 0.14% | −19,166−87.2% | Reduced |
| Bullseye Investment Management, LLC | 2,807 | $211.1K | 0.17% | −3,033−51.9% | Reduced |
| Accel Wealth Management | 2,794 | $210.2K | 0.12% | −13−0.5% | Reduced |
| XML Financial, LLC | 2,791 | $210.0K | 0.03% | +5+0.2% | Added |
| Peoples Financial Services Corp. | 2,785 | $209.5K | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,778 | $209.0K | 0.00% | +2,778 | New |
| Walter & Keenan Financial Consulting Co | 2,778 | $209.0K | 0.08% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,767 | $208.1K | 0.10% | +2,767 | New |
| Beaton Management Co. Inc. | 2,747 | $207.0K | 0.13% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,744 | $206.4K | 0.05% | +2,744 | New |
| Aries Wealth Management | 2,700 | $205.4K | 0.08% | +100+3.8% | Added |
| Tilt Investment Management Holdings, PBC | 2,716 | $204.3K | 0.15% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 2,700 | $203.1K | 0.14% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,699 | $203.0K | 0.03% | +2,017+295.7% | Added |
| Frisch Financial Group, Inc. | 2,701 | $203.0K | 0.08% | +2,701 | New |
| Essex Savings Bank | 2,698 | $202.9K | 0.07% | +51+1.9% | Added |
| MJP Associates Inc | 2,671 | $200.9K | 0.06% | −4,027−60.1% | Reduced |
| Trust Co of Vermont | 2,643 | $198.8K | 0.01% | −135−4.9% | Reduced |
| Jones Financial Companies LLLP | 2,607 | $196.1K | 0.00% | −75−2.8% | Reduced |
| Icon Wealth Partners, LLC | 2,554 | $192.1K | 0.02% | −141−5.2% | Reduced |
| Group One Trading, L.P. | 2,551 | $191.9K | 0.01% | +2,551 | New |
| AdvisorNet Financial, Inc | 2,528 | $190.2K | 0.02% | −393−13.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,365 | $187.4K | 0.00% | −1,065−31.0% | Reduced |
| LGT Financial Advisors LLC | 2,407 | $181.0K | 0.23% | −92−3.7% | Reduced |
| Central Bank & Trust Co | 2,400 | $180.5K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,365 | $177.9K | 0.13% | +16+0.7% | Added |
| Virtus ETF Advisers LLC | 2,334 | $175.6K | 0.11% | −206−8.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,325 | $174.9K | 0.08% | −10.0% | Reduced |
| Mechanics Financial Corp | 2,300 | $173.0K | 0.10% | +225+10.8% | Added |
| Hantz Financial Services, Inc. | 2,277 | $173.0K | 0.00% | −176−7.2% | Reduced |
| Rosenberg Matthew Hamilton | 2,295 | $172.7K | 0.06% | −291−11.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,271 | $170.8K | 0.02% | +221+10.8% | Added |
| Parkside Financial Bank & Trust | 2,262 | $170.1K | 0.04% | +26+1.2% | Added |
| Quent Capital, LLC | 2,233 | $168.0K | 0.03% | +766+52.2% | Added |
| Impact Partnership Wealth, LLC | 2,193 | $165.0K | 0.05% | +2,067+1,640.5% | Added |
| Headinvest, LLC | 2,288 | $164.4K | 0.04% | +2,288 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,164 | $162.7K | 0.08% | +9+0.4% | Added |
| Silver Oak Securities, Inc | 2,155 | $162.1K | 0.04% | +2,155 | New |
| Pinnacle Bancorp, Inc. | 2,121 | $159.5K | 0.06% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,109 | $158.6K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,101 | $158.1K | 0.03% | +116+5.8% | Added |
| Larson Financial Group LLC | 2,092 | $157.4K | 0.02% | −118−5.3% | Reduced |
| Baystate Wealth Management LLC | 2,067 | $155.5K | 0.01% | +2,064+68,800.0% | Added |
| Cambridge Trust Co | 2,056 | $154.7K | 0.01% | +92+4.7% | Added |
| Independence Bank of Kentucky | 2,000 | $150.4K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,971 | $148.3K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,965 | $147.8K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,948 | $146.5K | 0.08% | +502+34.7% | Added |
| Cassady Schiller Wealth Management, LLC | 1,920 | $144.4K | 0.08% | −125−6.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,920 | $144.4K | 0.04% | +1,339+230.5% | Added |
| Horizon Bancorp Inc | 1,914 | $144.0K | 0.09% | −238−11.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,859 | $139.8K | 0.01% | −1,048−36.1% | Reduced |
| Pacific Center for Financial Services | 1,825 | $137.3K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,781 | $134.0K | 0.00% | +1,781 | New |
| TCTC Holdings, LLC | 1,761 | $132.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,756 | $132.1K | 0.02% | −48−2.7% | Reduced |
| Bogart Wealth, LLC | 1,694 | $127.4K | 0.01% | +172+11.3% | Added |
| FinTrust Capital Advisors, LLC | 1,668 | $125.5K | 0.03% | −372−18.2% | Reduced |
| Johnson Midwest Financial, LLC | 1,627 | $122.4K | 0.27% | 00.0% | Unchanged |
| ORG Partners LLC | 1,596 | $120.1K | 0.04% | −5,860−78.6% | Reduced |
| Manchester Capital Management LLC | 1,582 | $119.0K | 0.02% | −99−5.9% | Reduced |
| Washington Trust Co | 1,580 | $118.8K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,550 | $116.6K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,512 | $114.0K | 0.04% | +505+50.1% | Added |
| American National Bank | 1,487 | $111.9K | 0.02% | +903+154.6% | Added |
| Rowland & Co Investment Counsel | 1,483 | $111.6K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,482 | $111.5K | 0.03% | +30+2.1% | Added |
| Key Financial Inc | 1,470 | $110.6K | 0.04% | −50−3.3% | Reduced |
| S.A. Mason LLC | 1,465 | $110.2K | 0.08% | −2−0.1% | Reduced |
| Rational Advisors LLC | 1,455 | $109.4K | 0.01% | +952+189.3% | Added |
| Sugarloaf Wealth Management, LLC | 1,407 | $105.9K | 0.03% | +1+0.1% | Added |
| Nemes Rush Group LLC | 1,403 | $105.5K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,395 | $104.9K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,350 | $101.5K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,338 | $100.6K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,337 | $100.6K | 0.01% | −237−15.1% | Reduced |
| Westside Investment Management, Inc. | 1,337 | $100.6K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,333 | $100.3K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,260 | $94.8K | 0.06% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,124 | $94.7K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,224 | $92.1K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 1,219 | $91.7K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,194 | $89.8K | 0.15% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,188 | $89.4K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,166 | $87.7K | 0.02% | +644+123.4% | Added |
| Flaharty Asset Management, LLC | 1,135 | $85.4K | 0.01% | +1,135 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,131 | $85.1K | 0.01% | +10+0.9% | Added |
| Tompkins Financial Corp | 1,111 | $83.6K | 0.01% | 00.0% | Unchanged |