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 |
|---|---|---|---|---|---|
| Dynamic Wealth Strategies, LLC | 227 | $18.4K | 0.02% | +227 | New |
| Union Savings Bank | 230 | $18.7K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 238 | $19.3K | 0.01% | −1,100−82.2% | Reduced |
| Main Street Group, LTD | 240 | $19.5K | 0.01% | +240 | New |
| Prestige Wealth Management Group LLC | 243 | $19.7K | 0.00% | +17+7.5% | Added |
| Carmichael Hill & Associates, Inc. | 245 | $19.9K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 248 | $20.1K | 0.01% | −436−63.7% | Reduced |
| Chesapeake Asset Management LLC | 250 | $20.3K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $20.3K | 0.01% | +125+100.0% | Added |
| Bruce G. Allen Investments, LLC | 254 | $20.6K | 0.02% | +254 | New |
| Chelsea Counsel Co | 260 | $21.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 260 | $21.1K | 0.00% | −871−77.0% | Reduced |
| Burkett Financial Services, LLC | 267 | $21.7K | 0.01% | +267 | New |
| Covestor Ltd | 284 | $23.0K | 0.02% | +9+3.3% | Added |
| 4Thought Financial Group Inc. | 287 | $23.3K | 0.02% | +287 | New |
| Kelly Financial Services LLC | 288 | $23.4K | 0.01% | +3+1.1% | Added |
| HHM Wealth Advisors, LLC | 292 | $23.7K | 0.00% | +180+160.7% | Added |
| Canton Hathaway, LLC | 300 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 300 | $24.4K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 300 | $24.4K | 0.02% | +300 | New |
| West Paces Advisors Inc. | 303 | $24.6K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 312 | $25.3K | 0.01% | +312 | New |
| Chilton Capital Management LLC | 313 | $25.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 320 | $26.0K | 0.01% | +203+173.5% | Added |
| Frazier Financial Advisors, LLC | 325 | $26.4K | 0.02% | +325 | New |
| Birchbrook, Inc. | 337 | $27.4K | 0.02% | +337 | New |
| MV Capital Management, Inc. | 341 | $27.7K | 0.00% | −104−23.4% | Reduced |
| Financial Perspectives, Inc | 349 | $28.3K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 351 | $28.5K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 360 | $29.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 365 | $29.6K | 0.01% | +115+46.0% | Added |
| Tradition Wealth Management, LLC | 372 | $30.0K | 0.00% | +3+0.8% | Added |
| West Tower Group, LLC | 377 | $30.6K | 0.06% | +308+446.4% | Added |
| Wetzel Investment Advisors, Inc. | 390 | $32.0K | 0.02% | +390 | New |
| O'Dell Group, LLC | 394 | $32.0K | 0.01% | +394 | New |
| Global Financial Private Client, LLC | 400 | $32.5K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 403 | $32.7K | 0.00% | +403 | New |
| Loomis Sayles & Co L P | 421 | $34.0K | 0.00% | −507−54.6% | Reduced |
| GoalVest Advisory LLC | 425 | $34.5K | 0.02% | +320+304.8% | Added |
| First Personal Financial Services | 426 | $34.6K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 439 | $35.7K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $37.1K | 0.03% | – | – |
| Boyd Watterson Asset Management LLC | 460 | $37.4K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 464 | $37.7K | 0.01% | +464 | New |
| JNBA Financial Advisors | 479 | $38.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $39.8K | 0.02% | +490 | New |
| Barrett & Company, Inc. | 497 | $40.4K | 0.02% | +1+0.2% | Added |
| Byrne Asset Management LLC | 500 | $40.4K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $40.6K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 500 | $40.6K | 0.02% | +500 | New |
| Northwest Financial Advisors | 500 | $40.6K | 0.03% | +500 | New |
| Aspire Private Capital, LLC | 501 | $40.8K | 0.01% | −33−6.2% | Reduced |
| Pin Oak Investment Advisors Inc | 508 | $41.0K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 505 | $41.0K | 0.01% | +503+25,150.0% | Added |
| Atlas Capital Advisors LLC | 506 | $41.1K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 511 | $41.5K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 513 | $41.7K | 0.02% | +41+8.7% | Added |
| Oakworth Capital, Inc. | 521 | $42.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 524 | $42.6K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 525 | $42.6K | 0.00% | +6+1.2% | Added |
| Ritter Daniher Financial Advisory LLC | 528 | $42.9K | 0.02% | +408+340.0% | Added |
| Ogorek Anthony Joseph | 535 | $43.0K | 0.02% | −19,766−97.4% | Reduced |
| Tortoise Investment Management, LLC | 534 | $43.4K | 0.01% | −10−1.8% | Reduced |
| Versant Capital Management, Inc | 539 | $43.8K | 0.01% | −66−10.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 539 | $43.8K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 569 | $44.7K | 0.03% | +569 | New |
| Insight Financial Services | 571 | $46.4K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 593 | $46.5K | 0.01% | +527+798.5% | Added |
| TFC Financial Management | 575 | $46.7K | 0.01% | +30+5.5% | Added |
| New Millennium Group LLC | 597 | $48.5K | 0.04% | −100−14.3% | Reduced |
| Cypress Capital Management LLC (WY) | 600 | $48.7K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 620 | $50.4K | 0.03% | +282+83.4% | Added |
| Venturi Wealth Management, LLC | 635 | $51.5K | 0.00% | +47+8.0% | Added |
| Webster Bank, N. A. | 650 | $52.8K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 625 | $53.2K | 0.02% | −185−22.8% | Reduced |
| Atticus Wealth Management, LLC | 666 | $54.1K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 669 | $54.3K | 0.00% | +603+913.6% | Added |
| Capital Advisors, Ltd. LLC | 682 | $55.0K | 0.01% | −5−0.7% | Reduced |
| CNB Bank | 681 | $55.3K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 707 | $57.4K | 0.02% | +707 | New |
| Emfo, LLC | 719 | $58.4K | 0.05% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 720 | $58.5K | 0.02% | +720 | New |
| Avalon Trust Co | 722 | $58.6K | 0.01% | 00.0% | Unchanged |
| Ossiam | 734 | $59.6K | 0.00% | +734 | New |
| Smithfield Trust Co | 742 | $60.0K | 0.00% | −112−13.1% | Reduced |
| Operose Advisors LLC | 742 | $60.3K | 0.02% | −259−25.9% | Reduced |
| Addison Advisors LLC | 783 | $63.6K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 851 | $64.0K | 0.02% | −273−24.3% | Reduced |
| Sittner & Nelson, LLC | 794 | $64.5K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 799 | $64.9K | 0.03% | −203−20.3% | Reduced |
| JJJ Advisors Inc. | 805 | $65.4K | 0.02% | −64−7.4% | Reduced |
| Tyler-Stone Wealth Management | 808 | $65.6K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 819 | $66.5K | 0.02% | +175+27.2% | Added |
| SRS Capital Advisors, Inc. | 824 | $67.0K | 0.01% | −68−7.6% | Reduced |
| PSI Advisors, LLC | 833 | $67.6K | 0.03% | +7+0.8% | Added |
| Deseret Mutual Benefit Administrators | 833 | $67.7K | 0.04% | −131−13.6% | Reduced |
| Financial Freedom, LLC | 833 | $67.7K | 0.04% | +2+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 835 | $67.8K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 844 | $68.6K | 0.04% | +9+1.1% | Added |
| American State Bank (Iowa) | 855 | $69.4K | 0.04% | 00.0% | Unchanged |