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, Q4 2023
Institutional positions in American Electric Power Co Inc as of Dec 31, 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
- 1,352
- +102 vs. Q3 2023
- Shares held
- 395.7M
- +6.25M (+1.6%) vs. Q3 2023
- Total value
- $32.1B
- +$2.89B (+9.9%) vs. Q3 2023
- New holders
- 210
- 450 more added
- Sold out
- 108
- 510 more reduced
28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mizuho Markets Americas LLC | 35,005 | $2.84M | 0.09% | +35,005 | New |
| James Investment Research Inc | 35,180 | $2.86M | 0.36% | −992−2.7% | Reduced |
| TrueMark Investments, LLC | 35,211 | $2.86M | 2.84% | +35,211 | New |
| Hartford Investment Management Co | 35,414 | $2.88M | 0.11% | +324+0.9% | Added |
| Massmutual Trust Co FSB | 36,535 | $2.97M | 0.10% | −6,560−15.2% | Reduced |
| Community Trust & Investment Co | 36,664 | $2.98M | 0.23% | −170.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 36,946 | $3.00M | 0.32% | +36,946 | New |
| Community Bank, N.A. | 37,177 | $3.02M | 0.39% | +3,220+9.5% | Added |
| BTG Pactual Global Asset Management Ltd | 37,307 | $3.03M | 1.81% | −31,752−46.0% | Reduced |
| Brookfield Asset Management Inc. | 37,490 | $3.04M | 0.02% | −6,160−14.1% | Reduced |
| Worldquant Millennium Advisors LLC | 37,588 | $3.05M | 0.04% | −25,561−40.5% | Reduced |
| Jeppson Wealth Management, LLC | 37,834 | $3.07M | 1.27% | −6,533−14.7% | Reduced |
| MainStreet Investment Advisors LLC | 38,007 | $3.09M | 0.35% | −7,370−16.2% | Reduced |
| North Star Investment Management Corp. | 38,519 | $3.13M | 0.24% | −905−2.3% | Reduced |
| SG Americas Securities, LLC | 38,607 | $3.14M | 0.03% | +19,594+103.1% | Added |
| KBC Group NV | 38,743 | $3.15M | 0.01% | +5,993+18.3% | Added |
| Fiduciary Trust Co | 38,764 | $3.15M | 0.05% | +458+1.2% | Added |
| Exencial Wealth Advisors, LLC | 38,944 | $3.16M | 0.13% | −1,513−3.7% | Reduced |
| Providence Capital Advisors, LLC | 39,176 | $3.18M | 0.76% | +12,542+47.1% | Added |
| Blair William & Co | 39,282 | $3.19M | 0.01% | −597−1.5% | Reduced |
| Capital City Trust Co | 39,864 | $3.24M | 0.96% | +734+1.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 40,057 | $3.25M | 0.87% | +2,800+7.5% | Added |
| Maryland State Retirement & Pension System | 40,089 | $3.26M | 0.07% | +750+1.9% | Added |
| Cerity Partners LLC | 40,446 | $3.28M | 0.01% | +10,842+36.6% | Added |
| Umb Bank N A | 40,672 | $3.30M | 0.05% | −336−0.8% | Reduced |
| TownSquare Capital, LLC | 40,687 | $3.30M | 0.06% | −61−0.1% | Reduced |
| Pinnacle Associates Ltd | 40,710 | $3.31M | 0.06% | +3,788+10.3% | Added |
| Cornerstone Advisors, LLC | 40,900 | $3.32M | 0.15% | −13,100−24.3% | Reduced |
| Vident Advisory, LLC | 40,904 | $3.32M | 0.08% | +29,436+256.7% | Added |
| Oregon Public Employees Retirement Fund | 41,055 | $3.33M | 0.06% | +1,190+3.0% | Added |
| Garland Capital Management Inc | 41,135 | $3.34M | 2.35% | −590−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 41,636 | $3.38M | 0.09% | +3,572+9.4% | Added |
| Alpha Omega Wealth Management LLC | 41,789 | $3.39M | 0.56% | −745−1.8% | Reduced |
| Dean Investment Associates, LLC | 41,790 | $3.39M | 0.49% | −13,860−24.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 41,920 | $3.40M | 0.32% | +8,353+24.9% | Added |
| Kentucky Retirement Systems | 42,076 | $3.42M | 0.11% | +2,600+6.6% | Added |
| Pittenger & Anderson Inc | 42,220 | $3.43M | 0.15% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 42,282 | $3.43M | 0.10% | −4,627−9.9% | Reduced |
| Axxcess Wealth Management, LLC | 42,422 | $3.45M | 0.10% | +14,029+49.4% | Added |
| Beese Fulmer Investment Management, Inc. | 42,615 | $3.46M | 0.36% | −3,557−7.7% | Reduced |
| Advisors Management Group Inc | 43,260 | $3.51M | 0.95% | +226+0.5% | Added |
| Rench Wealth Management, Inc. | 44,011 | $3.57M | 1.51% | −137−0.3% | Reduced |
| Savant Capital, LLC | 45,136 | $3.67M | 0.05% | +980+2.2% | Added |
| Atria Wealth Solutions, Inc. | 45,226 | $3.67M | 0.05% | −10,301−18.6% | Reduced |
| Kestra Advisory Services, LLC | 45,416 | $3.69M | 0.03% | −576−1.3% | Reduced |
| Kayne Anderson Capital Advisors LP | 45,530 | $3.70M | 0.11% | −4,420−8.8% | Reduced |
| Arkadios Wealth Advisors | 45,563 | $3.70M | 0.31% | +1,718+3.9% | Added |
| Regal Investment Advisors LLC | 45,883 | $3.73M | 0.28% | −1,397−3.0% | Reduced |
| Putnam Investments LLC | 46,024 | $3.74M | 0.00% | −1,193−2.5% | Reduced |
| Oppenheimer & Co Inc | 46,052 | $3.74M | 0.07% | +355+0.8% | Added |
| Patrick Mauro Investment Advisor, INC. | 46,413 | $3.77M | 2.24% | +12,348+36.2% | Added |
| Romano Brothers and Company | 46,542 | $3.78M | 0.56% | −861−1.8% | Reduced |
| Trexquant Investment LP | 46,789 | $3.80M | 0.09% | +43,082+1,162.2% | Added |
| Pathstone Holdings, LLC | 47,238 | $3.84M | 0.02% | +47,238 | New |
| iA Global Asset Management Inc. | 47,296 | $3.84M | 0.09% | +4,355+10.1% | Added |
| Occudo Quantitative Strategies LP | 48,514 | $3.94M | 0.54% | +18,361+60.9% | Added |
| Regions Financial Corp | 49,063 | $3.98M | 0.03% | −8,690−15.0% | Reduced |
| Keybank National Association | 50,088 | $4.07M | 0.02% | −7,170−12.5% | Reduced |
| Goelzer Investment Management, Inc. | 50,380 | $4.09M | 0.26% | −140.0% | Reduced |
| Nisa Investment Advisors, LLC | 50,434 | $4.10M | 0.03% | +11,065+28.1% | Added |
| Beaumont Financial Advisors, LLC | 51,262 | $4.16M | 0.38% | +46,006+875.3% | Added |
| Twin Tree Management, LP | 51,763 | $4.20M | 0.08% | +4,488+9.5% | Added |
| Hollow Brook Wealth Management LLC | 51,816 | $4.21M | 1.68% | +7,176+16.1% | Added |
| Brinker Capital Investments, LLC | 50,610 | $4.28M | 0.05% | −2,284−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 50,610 | $4.28M | 0.05% | −2,284−4.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 52,935 | $4.30M | 0.00% | −198−0.4% | Reduced |
| Glenmede Trust Co NA | 53,073 | $4.31M | 0.02% | +11,747+28.4% | Added |
| Guardian Capital Advisors LP | 51,061 | $4.32M | 0.45% | −5,635−9.9% | Reduced |
| Panagora Asset Management Inc | 53,199 | $4.32M | 0.02% | −182,823−77.5% | Reduced |
| Private Advisor Group, LLC | 53,693 | $4.36M | 0.03% | +1,554+3.0% | Added |
| Hallmark Capital Management Inc | 53,758 | $4.37M | 0.34% | −39,234−42.2% | Reduced |
| Vestcor Inc | 54,178 | $4.40M | 0.15% | −4,968−8.4% | Reduced |
| Dakota Wealth Management | 54,864 | $4.46M | 0.17% | −392−0.7% | Reduced |
| Granite Bay Wealth Management, LLC | 60,546 | $4.69M | 0.04% | −11,400−15.8% | Reduced |
| Peapack Gladstone Financial Corp | 58,910 | $4.78M | 0.08% | −2,164−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 59,154 | $4.80M | 0.01% | −89,661−60.2% | Reduced |
| QRG Capital Management, Inc. | 59,296 | $4.82M | 0.07% | +5,588+10.4% | Added |
| British Columbia Investment Management Corp | 59,314 | $4.82M | 0.04% | +12,508+26.7% | Added |
| Telos Capital Management, Inc. | 59,548 | $4.84M | 0.59% | +217+0.4% | Added |
| Intech Investment Management LLC | 59,604 | $4.84M | 0.07% | −9,695−14.0% | Reduced |
| Sand Hill Global Advisors, LLC | 59,810 | $4.86M | 0.23% | +59,810 | New |
| American Assets Investment Management, LLC | 60,000 | $4.87M | 0.50% | 00.0% | Unchanged |
| Davenport & Co LLC | 60,113 | $4.88M | 0.03% | −2,126−3.4% | Reduced |
| Meritage Portfolio Management | 60,138 | $4.88M | 0.32% | −357−0.6% | Reduced |
| Fluent Financial, LLC | 60,348 | $4.90M | 2.91% | −1,230−2.0% | Reduced |
| Carret Asset Management, LLC | 60,446 | $4.91M | 0.63% | +1,372+2.3% | Added |
| Simmons Bank | 60,608 | $4.92M | 0.40% | +3,946+7.0% | Added |
| Atria Investments LLC | 60,826 | $4.94M | 0.08% | −35−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,058 | $4.96M | 0.06% | +2,641+4.5% | Added |
| Benjamin Edwards Inc | 61,558 | $5.00M | 1.09% | −3,047−4.7% | Reduced |
| Public Sector Pension Investment Board | 61,612 | $5.00M | 0.04% | −58,402−48.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 61,858 | $5.02M | 0.02% | −3,422−5.2% | Reduced |
| Profund Advisors LLC | 61,959 | $5.03M | 0.22% | +7,993+14.8% | Added |
| Venture Visionary Partners LLC | 62,210 | $5.05M | 0.27% | −135−0.2% | Reduced |
| Capital Investment Advisors, LLC | 62,550 | $5.08M | 0.13% | −6,744−9.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 62,978 | $5.12M | 0.07% | +16,225+34.7% | Added |
| Highland Capital Management, LLC | 64,096 | $5.21M | 0.32% | +470+0.7% | Added |
| CIBC World Markets Inc. | 64,224 | $5.22M | 0.01% | +409+0.6% | Added |
| Shelton Capital Management | 64,875 | $5.27M | 0.17% | +6,898+11.9% | Added |
| Zions Bancorporation, N.A. | 64,949 | $5.28M | 0.36% | −2,721−4.0% | Reduced |