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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 4,830 | $363.3K | 0.03% | −177−3.5% | Reduced |
| Lanham O'Dell & Company, Inc. | 4,827 | $363.1K | 0.30% | +39+0.8% | Added |
| Quadrant Capital Group LLC | 4,822 | $362.7K | 0.04% | −651−11.9% | Reduced |
| Gables Capital Management Inc. | 4,818 | $362.4K | 0.25% | +200+4.3% | Added |
| Smith Chas P & Associates Pa Cpas | 4,794 | $361.0K | 0.03% | −3,580−42.8% | Reduced |
| Heartland Bank & Trust Co | 4,771 | $358.9K | 0.28% | +76+1.6% | Added |
| Fee-Only Financial Planning, L.C. | 4,769 | $358.7K | 0.29% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,752 | $357.4K | 0.03% | +1,117+30.7% | Added |
| Pinnacle West Asset Management, Inc. | 4,715 | $355.0K | 0.35% | +140+3.1% | Added |
| Avantax Planning Partners, Inc. | 4,699 | $353.4K | 0.01% | +90+2.0% | Added |
| TCG Advisory Services, LLC | 4,694 | $353.1K | 0.05% | +13+0.3% | Added |
| Roanoke Asset Management Corp | 4,690 | $353.0K | 0.14% | −30−0.6% | Reduced |
| Parsons Capital Management Inc | 4,646 | $349.5K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 4,627 | $348.0K | 0.06% | −187−3.9% | Reduced |
| GDS Wealth Management | 4,614 | $347.1K | 0.05% | −310−6.3% | Reduced |
| Institute for Wealth Management, LLC. | 4,605 | $346.4K | 0.06% | −67−1.4% | Reduced |
| Strategic Financial Concepts, LLC | 4,602 | $346.2K | 0.12% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 4,584 | $344.8K | 0.05% | +1,084+31.0% | Added |
| Aull & Monroe Investment Management Corp | 4,574 | $344.1K | 0.18% | −31−0.7% | Reduced |
| Symmetry Partners, LLC | 4,564 | $343.0K | 0.02% | −355−7.2% | Reduced |
| Everett Harris & Co | 4,541 | $341.6K | 0.01% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,535 | $341.1K | 0.03% | −25−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,534 | $341.0K | 0.03% | +20.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,531 | $340.9K | 0.01% | −991−17.9% | Reduced |
| Thrive Capital Management, LLC | 4,530 | $340.7K | 0.19% | −658−12.7% | Reduced |
| LexAurum Advisors, LLC | 4,518 | $339.9K | 0.10% | +864+23.6% | Added |
| Mission Wealth Management, LP | 4,518 | $339.8K | 0.01% | −170−3.6% | Reduced |
| Independent Financial Group, LLC | 4,491 | $337.8K | 0.02% | −948−17.4% | Reduced |
| Nilsine Partners, LLC | 4,486 | $337.4K | 0.05% | −9−0.2% | Reduced |
| apricus wealth, LLC | 4,527 | $337.1K | 0.29% | +1,500+49.6% | Added |
| Evercore Wealth Management, LLC | 4,473 | $336.5K | 0.01% | −311−6.5% | Reduced |
| McDonald Partners LLC | 4,391 | $330.3K | 0.11% | +50+1.2% | Added |
| Welch & Forbes LLC | 4,359 | $327.9K | 0.01% | +249+6.1% | Added |
| Spears Abacus Advisors LLC | 4,350 | $327.2K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,320 | $324.9K | 0.11% | −52−1.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,314 | $324.5K | 0.03% | −20−0.5% | Reduced |
| Keudell/Morrison Wealth Management | 4,312 | $324.3K | 0.10% | −172−3.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,294 | $323.0K | 0.01% | −346−7.5% | Reduced |
| Brevan Howard Capital Management LP | 4,259 | $320.4K | 0.09% | +4,259 | New |
| Eagle Strategies LLC | 4,240 | $319.0K | 0.08% | +610+16.8% | Added |
| Jump Financial, LLC | 4,225 | $317.8K | 0.01% | +648+18.1% | Added |
| Flputnam Investment Management Co | 4,221 | $317.5K | 0.01% | −18,644−81.5% | Reduced |
| United Asset Strategies, Inc. | 4,214 | $317.0K | 0.04% | +154+3.8% | Added |
| Aureus Asset Management, LLC | 4,191 | $315.2K | 0.03% | −645−13.3% | Reduced |
| Platform Technology Partners | 4,178 | $314.3K | 0.15% | −15−0.4% | Reduced |
| Pearl River Capital, LLC | 4,165 | $313.3K | 0.05% | +4,165 | New |
| Dynamic Advisor Solutions LLC | 4,156 | $312.6K | 0.01% | −25−0.6% | Reduced |
| David J Yvars Group | 4,106 | $308.9K | 0.26% | 00.0% | Unchanged |
| 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 |
| Innovis Asset Management LLC | 4,069 | $306.1K | 0.12% | +66+1.6% | Added |
| Sovereign Financial Group, Inc. | 4,069 | $306.1K | 0.11% | +18+0.4% | Added |
| Harvest Fund Management Co., Ltd | 4,054 | $305.0K | 0.05% | +1,526+60.4% | Added |
| TRUE Private Wealth Advisors | 4,054 | $304.9K | 0.04% | +628+18.3% | Added |
| Balentine LLC | 4,017 | $302.2K | 0.01% | +1,197+42.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,005 | $301.3K | 0.01% | +4,005 | 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 |
| Clough Capital Partners L P | 3,966 | $298.3K | 0.03% | +3,966 | New |
| Hazlett, Burt & Watson, Inc. | 3,918 | $296.0K | 0.22% | −2,266−36.6% | Reduced |
| Magnus Financial Group LLC | 3,932 | $295.8K | 0.04% | −2−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,931 | $295.7K | 0.01% | −18−0.5% | Reduced |
| Ingalls & Snyder LLC | 3,927 | $295.0K | 0.01% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 3,915 | $294.5K | 0.13% | +404+11.5% | Added |
| Petrus Trust Company, LTA | 3,912 | $294.3K | 0.03% | +3,912 | New |
| Ignite Planners, LLC | 4,124 | $294.2K | 0.09% | +128+3.2% | Added |
| Glenview Trust Co | 3,898 | $293.2K | 0.01% | −354−8.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,874 | $291.4K | 0.01% | +16+0.4% | Added |
| Northeast Investment Management | 3,872 | $291.3K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 3,861 | $290.4K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,858 | $290.2K | 0.04% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,857 | $290.0K | 0.05% | +3,857 | New |
| Kovack Advisors, Inc. | 3,835 | $288.4K | 0.04% | −1,332−25.8% | Reduced |
| Cornerstone Advisory, LLC | 3,829 | $288.0K | 0.05% | +10+0.3% | Added |
| Wulff, Hansen & Co. | 3,825 | $287.7K | 0.34% | −175−4.4% | Reduced |
| McDonough Capital Management, Inc | 3,808 | $286.5K | 0.27% | +921+31.9% | Added |
| HF Advisory Group, LLC | 3,796 | $286.1K | 0.21% | +206+5.7% | Added |
| Advisory Alpha, LLC | 3,792 | $285.3K | 0.01% | +1,275+50.7% | Added |
| Lockerman Financial Group, Inc. | 3,762 | $283.0K | 0.76% | +10.0% | Added |
| Caldwell Trust Co | 3,751 | $282.1K | 0.04% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 3,746 | $281.8K | 0.15% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,745 | $281.7K | 0.03% | +3,745 | New |
| Harbor Investment Advisory, LLC | 3,730 | $280.6K | 0.04% | −577−13.4% | Reduced |
| PFG Advisors | 3,725 | $280.2K | 0.03% | −25,063−87.1% | Reduced |
| Northwest Bancshares, Inc. | 3,709 | $279.0K | 0.05% | +512+16.0% | Added |
| Trexquant Investment LP | 3,707 | $278.8K | 0.01% | +3,707 | New |
| Ostrum Asset Management | 3,706 | $278.8K | 0.03% | −1,113−23.1% | Reduced |
| Thomasville National Bank | 3,705 | $278.7K | 0.03% | −736−16.6% | Reduced |
| Centiva Capital, LP | 3,704 | $278.6K | 0.01% | +3,704 | New |
| Douglas Lane & Associates, LLC | 3,699 | $278.2K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 3,696 | $278.0K | 0.12% | +464+14.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,688 | $277.4K | 0.25% | 00.0% | Unchanged |
| Pacitti Group Inc. | 3,686 | $277.2K | 0.19% | +191+5.5% | Added |
| Polaris Wealth Advisory Group, LLC | 3,682 | $277.0K | 0.02% | +3,682 | New |
| Sheaff Brock Investment Advisors, LLC | 3,674 | $276.4K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,738 | $275.3K | 0.03% | +209+5.9% | Added |
| Fruth Investment Management | 3,645 | $274.0K | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,640 | $273.8K | 0.01% | −8,942−71.1% | Reduced |
| Bank of Stockton | 3,611 | $273.6K | 0.10% | +3,611 | New |
| Marcum Wealth, LLC | 3,625 | $272.7K | 0.03% | −50−1.4% | Reduced |