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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 865 | $70.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 911 | $74.0K | 0.01% | +171+23.1% | Added |
| Stephens Consulting, LLC | 925 | $75.1K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 978 | $79.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 997 | $81.0K | 0.00% | +450+82.3% | Added |
| Financial Connections Group, Inc. | 1,000 | $81.0K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,000 | $81.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $81.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,010 | $82.0K | 0.02% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,052 | $85.4K | 0.02% | −868−45.2% | Reduced |
| MCF Advisors LLC | 1,052 | $85.5K | 0.01% | −33−3.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,094 | $88.0K | 0.03% | +2+0.2% | Added |
| Western Pacific Wealth Management, LP | 1,106 | $89.8K | 0.07% | +98+9.7% | Added |
| Tompkins Financial Corp | 1,111 | $90.2K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1,112 | $90.3K | 0.05% | +12+1.1% | Added |
| Impact Partnership Wealth, LLC | 1,138 | $92.5K | 0.03% | −1,055−48.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,151 | $93.5K | 0.02% | −256−18.2% | Reduced |
| Creative Financial Designs Inc | 1,162 | $94.4K | 0.01% | +377+48.0% | Added |
| SOA Wealth Advisors, LLC. | 1,167 | $94.8K | 0.02% | +1+0.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,188 | $96.5K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,194 | $97.0K | 0.15% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,224 | $99.4K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,247 | $101.3K | 0.04% | +998+400.8% | Added |
| Exchange Traded Concepts, LLC | 1,249 | $101.4K | 0.00% | +536+75.2% | Added |
| AllSquare Wealth Management LLC | 1,260 | $102.3K | 0.06% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,265 | $103.0K | 0.05% | −649−33.9% | Reduced |
| Allianz Asset Management GmbH | 1,293 | $105.0K | 0.00% | −20,281−94.0% | Reduced |
| Rakuten Investment Management, Inc. | 1,293 | $105.2K | 0.00% | +1,293 | New |
| JFS Wealth Advisors, LLC | 1,298 | $105.4K | 0.01% | −39−2.9% | Reduced |
| USA Financial Portformulas Corp | 1,301 | $105.7K | 0.02% | +1,176+940.8% | Added |
| Duncker Streett & Co Inc | 1,333 | $108.3K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,337 | $108.6K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,350 | $109.6K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,364 | $111.0K | 0.03% | −148−9.8% | Reduced |
| Focused Wealth Management, Inc | 1,403 | $113.9K | 0.02% | +8+0.6% | Added |
| Nemes Rush Group LLC | 1,403 | $114.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,452 | $117.9K | 0.03% | −30−2.0% | Reduced |
| S.A. Mason LLC | 1,465 | $119.0K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 1,470 | $119.4K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,490 | $121.0K | 0.03% | −60−3.9% | Reduced |
| Bogart Wealth, LLC | 1,531 | $124.3K | 0.01% | −163−9.6% | Reduced |
| Concord Wealth Partners | 1,543 | $125.3K | 0.03% | −1,539−49.9% | Reduced |
| Washington Trust Co | 1,590 | $129.1K | 0.01% | +10+0.6% | Added |
| Princeton Global Asset Management LLC | 1,606 | $130.5K | 0.03% | −1,249−43.7% | Reduced |
| Manchester Capital Management LLC | 1,614 | $131.1K | 0.02% | +32+2.0% | Added |
| Day & Ennis, LLC | 1,630 | $132.4K | 0.05% | +1,630 | New |
| ORG Partners LLC | 1,719 | $139.8K | 0.02% | +123+7.7% | Added |
| AJOVista, LLC | 1,724 | $140.0K | 0.18% | +1,724 | New |
| TCTC Holdings, LLC | 1,761 | $143.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,774 | $144.1K | 0.07% | +954+116.3% | Added |
| First Command Advisory Services, Inc. | 1,781 | $144.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,787 | $145.1K | 0.03% | +119+7.1% | Added |
| Pacific Center for Financial Services | 1,825 | $148.2K | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,838 | $149.3K | 0.02% | +1,838 | New |
| Planned Solutions, Inc. | 1,876 | $152.4K | 0.07% | +1,876 | New |
| Trust Co of Vermont | 1,885 | $153.1K | 0.01% | −758−28.7% | Reduced |
| McIlrath & Eck, LLC | 1,886 | $153.2K | 0.03% | −215−10.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,920 | $155.9K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,978 | $160.7K | 0.03% | −284−12.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,065 | $161.4K | 0.00% | −300−12.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,995 | $162.0K | 0.08% | +47+2.4% | Added |
| Independence Bank of Kentucky | 2,000 | $162.4K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,009 | $163.2K | 0.01% | −58−2.8% | Reduced |
| Quent Capital, LLC | 2,045 | $166.1K | 0.02% | −188−8.4% | Reduced |
| Cambridge Trust Co | 2,079 | $168.9K | 0.01% | +23+1.1% | Added |
| Larson Financial Group LLC | 2,101 | $170.6K | 0.01% | +9+0.4% | Added |
| Cranbrook Wealth Management, LLC | 2,109 | $171.3K | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 2,112 | $171.5K | 0.03% | +2,112 | New |
| Pinnacle Bancorp, Inc. | 2,161 | $175.5K | 0.06% | +40+1.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,172 | $176.4K | 0.08% | +8+0.4% | Added |
| CVA Family Office, LLC | 2,206 | $179.2K | 0.03% | +2,206 | New |
| Hantz Financial Services, Inc. | 2,297 | $187.0K | 0.00% | +20+0.9% | Added |
| Glass Jacobson Investment Advisors llc | 2,322 | $188.6K | 0.08% | −3−0.1% | Reduced |
| Icon Wealth Advisors, LLC | 2,323 | $188.7K | 0.02% | +2,323 | New |
| Acadian Asset Management LLC | 2,361 | $191.0K | 0.00% | +2,361 | New |
| BOK Financial Private Wealth, Inc. | 2,369 | $192.4K | 0.02% | −13,642−85.2% | Reduced |
| LGT Financial Advisors LLC | 2,369 | $192.4K | 0.24% | −38−1.6% | Reduced |
| Central Bank & Trust Co | 2,400 | $194.9K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,400 | $194.9K | 0.11% | +100+4.3% | Added |
| Penserra Capital Management LLC | 2,434 | $197.0K | 0.00% | −451−15.6% | Reduced |
| Columbia Trust Co 01012016 | 2,463 | $200.0K | 0.09% | +2,463 | New |
| Williams Jones Wealth Management, LLC. | 2,464 | $200.1K | 0.00% | −936−27.5% | Reduced |
| Stiles Financial Services Inc | 2,483 | $201.5K | 0.09% | +2,483 | New |
| IFG Advisory, LLC | 2,484 | $201.8K | 0.01% | +2,484 | New |
| West Bancorporation Inc | 2,486 | $201.9K | 0.13% | +2,486 | New |
| MONECO Advisors, LLC | 2,496 | $202.7K | 0.04% | +2,496 | New |
| FSA Advisors, Inc. | 2,497 | $202.8K | 0.25% | +2,497 | New |
| Payden & Rygel | 2,500 | $203.0K | 0.01% | −147,900−98.3% | Reduced |
| Sandbox Financial Partners, LLC | 2,500 | $203.1K | 0.10% | +2,500 | New |
| Cascade Investment Group, Inc. | 2,501 | $203.1K | 0.16% | +2,501 | New |
| Latitude Advisors, LLC | 2,512 | $204.0K | 0.14% | +2,512 | New |
| Vista Capital Partners, Inc. | 2,517 | $204.4K | 0.03% | +2,517 | New |
| Ifrah Financial Services, Inc. | 2,521 | $204.7K | 0.06% | +2,521 | New |
| Am Investment Strategies LLC | 2,524 | $205.0K | 0.06% | +2,524 | New |
| Virtus ETF Advisers LLC | 2,533 | $205.7K | 0.13% | +199+8.5% | Added |
| Tiemann Investment Advisors, LLC | 2,540 | $206.3K | 0.10% | −500−16.4% | Reduced |
| Silver Oak Securities, Inc | 2,544 | $206.6K | 0.03% | +389+18.1% | Added |
| German American Bancorp, Inc. | 2,547 | $206.9K | 0.03% | +2,547 | New |
| Grant/GrossMendelsohn, LLC | 2,671 | $207.9K | 0.09% | +2,671 | New |
| Mosaic Family Wealth Partners, LLC | 2,564 | $208.2K | 0.04% | +2,564 | New |