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 |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 1,100 | $82.8K | 0.06% | −166−13.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,092 | $82.2K | 0.03% | +1,092 | New |
| MCF Advisors LLC | 1,085 | $81.6K | 0.01% | −579−34.8% | Reduced |
| Column Capital Advisors, LLC | 1,075 | $80.9K | 0.01% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,092 | $79.1K | 0.08% | +1,092 | New |
| CWS Financial Advisors, LLC | 1,050 | $79.0K | 0.03% | +1,050 | New |
| Trifecta Capital Advisors, LLC | 1,010 | $76.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,008 | $75.8K | 0.06% | +249+32.8% | Added |
| Quarry LP | 1,002 | $75.4K | 0.05% | +736+276.7% | Added |
| Operose Advisors LLC | 1,001 | $75.3K | 0.03% | +641+178.1% | Added |
| Rocky Mountain Advisers, LLC | 1,000 | $75.2K | 0.04% | +1,000 | New |
| Financial Connections Group, Inc. | 1,000 | $75.0K | 0.09% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $74.5K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 978 | $74.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 964 | $72.5K | 0.04% | −145−13.1% | Reduced |
| 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 |
| Stephens Consulting, LLC | 925 | $69.6K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 892 | $67.1K | 0.01% | +87+10.8% | Added |
| JJJ Advisors Inc. | 869 | $65.4K | 0.02% | +817+1,571.2% | Added |
| Arrow Financial Corp | 865 | $65.1K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 855 | $64.3K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 854 | $64.0K | 0.00% | −68−7.4% | Reduced |
| WFA Asset Management Corp | 835 | $62.8K | 0.04% | +9+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 835 | $62.8K | 0.02% | +15+1.8% | Added |
| Financial Freedom, LLC | 831 | $62.5K | 0.04% | +3+0.4% | Added |
| PSI Advisors, LLC | 826 | $62.1K | 0.03% | +7+0.9% | Added |
| Cape Investment Advisory, Inc. | 820 | $61.7K | 0.03% | +101+14.0% | Added |
| Tyler-Stone Wealth Management | 808 | $61.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 810 | $60.9K | 0.03% | −42−4.9% | Reduced |
| Sittner & Nelson, LLC | 794 | $59.7K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 791 | $59.5K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 785 | $59.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 783 | $58.9K | 0.03% | −77−9.0% | Reduced |
| 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 |
| Northwest Capital Management Inc | 731 | $55.0K | 0.02% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 724 | $54.5K | 0.05% | +724 | New |
| Avalon Trust Co | 722 | $54.3K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 719 | $54.1K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 713 | $53.6K | 0.00% | −6,167−89.6% | 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 |
| Capital Advisors, Ltd. LLC | 687 | $52.0K | 0.01% | −648−48.5% | Reduced |
| Lee Financial Co | 685 | $51.5K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 684 | $51.5K | 0.04% | −148−17.8% | Reduced |
| CNB Bank | 681 | $51.2K | 0.03% | −751−52.4% | Reduced |
| Morton Brown Family Wealth, LLC | 680 | $51.1K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 666 | $50.1K | 0.02% | −333−33.3% | Reduced |
| Webster Bank, N. A. | 650 | $48.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 644 | $48.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 605 | $45.5K | 0.01% | −15−2.4% | Reduced |
| Cypress Capital Management LLC (WY) | 600 | $45.1K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 588 | $44.2K | 0.00% | +80+15.7% | Added |
| Insight Financial Services | 571 | $43.0K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 547 | $41.1K | 0.00% | −383−41.2% | Reduced |
| TFC Financial Management | 545 | $41.0K | 0.01% | +77+16.5% | Added |
| Tortoise Investment Management, LLC | 544 | $40.9K | 0.01% | −18−3.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 539 | $40.5K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 534 | $40.2K | 0.01% | −8−1.5% | Reduced |
| Bangor Savings Bank | 524 | $39.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 521 | $39.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 519 | $39.0K | 0.00% | +6+1.2% | Added |
| Lowe Wealth Advisors, LLC | 511 | $38.4K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 506 | $38.1K | 0.01% | −104−17.0% | Reduced |
| Pin Oak Investment Advisors Inc | 508 | $38.0K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $38.0K | 0.03% | +500 | New |
| Piscataqua Savings Bank | 500 | $37.6K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 496 | $37.3K | 0.02% | +100+25.3% | Added |
| JNBA Financial Advisors | 479 | $36.0K | 0.00% | +229+91.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 472 | $35.5K | 0.02% | +472 | New |
| Boyd Watterson Asset Management LLC | 460 | $34.6K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 457 | $34.4K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $34.4K | 0.03% | – | – |
| MV Capital Management, Inc. | 445 | $33.5K | 0.00% | −6−1.3% | Reduced |
| Silvant Capital Management LLC | 439 | $33.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 426 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 402 | $30.2K | 0.01% | −55−12.0% | Reduced |
| Global Financial Private Client, LLC | 400 | $28.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 381 | $28.7K | 0.00% | +97+34.2% | Added |
| Baldwin Brothers Inc | 379 | $28.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 369 | $28.0K | 0.00% | +2+0.5% | Added |
| Pacifica Partners Inc. | 391 | $27.9K | 0.02% | +375+2,343.8% | Added |
| IMA Wealth, Inc. | 368 | $27.7K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 360 | $27.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 356 | $26.8K | 0.01% | −29−7.5% | Reduced |
| FSC Wealth Advisors, LLC | 351 | $26.4K | 0.03% | +242+222.0% | Added |
| Financial Perspectives, Inc | 349 | $26.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 338 | $25.4K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 320 | $24.0K | 0.01% | +13+4.2% | Added |
| Chilton Capital Management LLC | 313 | $23.5K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 304 | $22.9K | 0.01% | +2+0.7% | Added |
| West Paces Advisors Inc. | 303 | $22.8K | 0.01% | −177−36.9% | Reduced |
| Ameliora Wealth Management Ltd. | 300 | $22.6K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 292 | $22.0K | 0.01% | +292 | New |
| Kelly Financial Services LLC | 285 | $21.4K | 0.01% | +3+1.1% | Added |
| Covestor Ltd | 275 | $21.0K | 0.02% | −93−25.3% | Reduced |
| Briaud Financial Planning, Inc | 288 | $21.0K | 0.02% | +288 | New |