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 |
|---|---|---|---|---|---|
| Register Financial Advisors LLC | 2,568 | $208.6K | 0.14% | +203+8.6% | Added |
| Rosenberg Matthew Hamilton | 2,572 | $208.9K | 0.06% | +277+12.1% | Added |
| MQS Management LLC | 2,577 | $209.3K | 0.12% | +2,577 | New |
| Becker Capital Management Inc | 2,584 | $209.9K | 0.01% | +2,584 | New |
| Schulhoff & Co Inc | 2,595 | $210.8K | 0.10% | +2,595 | New |
| Angeles Investment Advisors, LLC | 2,597 | $210.9K | 0.01% | +2,597 | New |
| Beaton Management Co. Inc. | 2,604 | $211.0K | 0.13% | −143−5.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,600 | $211.2K | 0.04% | +2,600 | New |
| Shakespeare Wealth Management, Inc. | 2,613 | $212.2K | 0.07% | +2,613 | New |
| Bouchey Financial Group Ltd | 2,614 | $212.3K | 0.02% | +2,614 | New |
| Bridges Investment Management Inc | 2,620 | $212.8K | 0.01% | +2,620 | New |
| Aveo Capital Partners, LLC | 2,629 | $213.5K | 0.03% | −835−24.1% | Reduced |
| Family Management Corp | 2,632 | $213.8K | 0.04% | −429−14.0% | Reduced |
| Spire Wealth Management | 2,783 | $216.2K | 0.01% | −379−12.0% | Reduced |
| Carmel Capital Partners, LLC | 2,663 | $216.3K | 0.11% | −169−6.0% | Reduced |
| Douglas Lane & Associates, LLC | 2,668 | $216.7K | 0.00% | −1,031−27.9% | Reduced |
| Accel Wealth Management | 2,675 | $217.3K | 0.11% | −119−4.3% | Reduced |
| Wealth Quarterback LLC | 2,691 | $218.6K | 0.13% | +2,691 | New |
| Inspire Trust Co, N.A. | 2,695 | $218.9K | 0.23% | +2,695 | New |
| Sentry Investment Management LLC | 2,695 | $219.0K | 0.09% | −290−9.7% | Reduced |
| Foster & Motley Inc | 2,700 | $219.0K | 0.02% | +2,700 | New |
| Chronos Wealth Management, LLC | 2,700 | $219.3K | 0.14% | 00.0% | Unchanged |
| Rockland Trust Co | 2,716 | $220.6K | 0.01% | +2,716 | New |
| Ci Investments Inc. | 2,715 | $221.0K | 0.00% | −8,279−75.3% | Reduced |
| Associated Banc-Corp | 2,731 | $221.8K | 0.01% | +2,731 | New |
| Tritonpoint Wealth, LLC | 2,741 | $222.6K | 0.02% | +2,741 | New |
| Walter & Keenan Financial Consulting Co | 2,750 | $223.4K | 0.08% | −28−1.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,756 | $223.8K | 0.02% | −3,423−55.4% | Reduced |
| Finer Wealth Management, Inc. | 2,762 | $224.3K | 0.17% | −237−7.9% | Reduced |
| JB Capital LLC | 2,782 | $226.0K | 0.02% | −142−4.9% | Reduced |
| Essex Savings Bank | 2,785 | $226.2K | 0.07% | +87+3.2% | Added |
| Peoples Financial Services Corp. | 2,785 | $226.2K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,808 | $228.1K | 0.03% | +2,808 | New |
| SFMG, LLC | 2,809 | $228.1K | 0.02% | −62−2.2% | Reduced |
| Balyasny Asset Management LLC | 2,812 | $228.4K | 0.00% | −1,006,264−99.7% | Reduced |
| Bullseye Investment Management, LLC | 2,824 | $229.3K | 0.15% | +17+0.6% | Added |
| Aviance Capital Partners, LLC | 2,835 | $230.3K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,864 | $232.6K | 0.05% | +2,864 | New |
| Oak Hill Wealth Advisors, LLC | 2,870 | $233.1K | 0.08% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,913 | $237.0K | 0.02% | +2,913 | New |
| David Loasby | 2,824 | $237.4K | 0.03% | −172−5.7% | Reduced |
| Chicago Trust Co NA | 2,932 | $238.1K | 0.05% | −605−17.1% | Reduced |
| Vantage Consulting Group Inc | 2,939 | $238.7K | 0.16% | −226−7.1% | Reduced |
| Northwest Bancshares, Inc. | 2,947 | $239.4K | 0.04% | −762−20.5% | Reduced |
| Choate Investment Advisors | 2,947 | $239.4K | 0.01% | +2,947 | New |
| Widmann Financial Services, Inc. | 2,952 | $239.8K | 0.22% | 00.0% | Unchanged |
| First Manhattan Co | 2,953 | $239.9K | 0.00% | −99−3.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,961 | $240.0K | 0.03% | −650−18.0% | Reduced |
| PFG Investments, LLC | 2,956 | $240.1K | 0.04% | +2,956 | New |
| Sunpointe, LLC | 2,957 | $240.2K | 0.30% | +2,957 | New |
| Bremer Bank National Association | 2,960 | $240.4K | 0.04% | −55−1.8% | Reduced |
| Richardson Financial Services Inc. | 2,969 | $241.1K | 0.21% | +2,969 | New |
| Gerber, LLC | 2,972 | $241.4K | 0.22% | +2,972 | New |
| CX Institutional | 2,975 | $241.6K | 0.01% | −51−1.7% | Reduced |
| Advisor OS, LLC | 2,977 | $241.8K | 0.03% | +18+0.6% | Added |
| Townsend Asset Management Corp | 2,980 | $242.0K | 0.11% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,993 | $243.1K | 0.02% | +465+18.4% | Added |
| Options Solutions, LLC | 3,000 | $243.7K | 0.26% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 3,000 | $243.7K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,000 | $243.7K | 0.03% | +42+1.4% | Added |
| XML Financial, LLC | 3,002 | $243.8K | 0.03% | +211+7.6% | Added |
| United Capital Management of KS, Inc. | 3,023 | $245.6K | 0.07% | −569−15.8% | Reduced |
| Summit Trail Advisors, LLC | 3,027 | $245.9K | 0.01% | −2,441−44.6% | Reduced |
| Schmidt P J Investment Management Inc | 3,179 | $247.5K | 0.05% | −183−5.4% | Reduced |
| CSS LLC | 3,059 | $248.5K | 0.02% | 00.0% | Unchanged |
| HTLF Bank | 3,070 | $249.3K | 0.03% | +3,070 | New |
| Clifford Swan Investment Counsel LLC | 3,075 | $249.8K | 0.01% | −370−10.7% | Reduced |
| Lloyd Advisory Services, LLC. | 3,093 | $251.2K | 0.12% | +3,093 | New |
| Pitcairn Co | 3,097 | $251.5K | 0.02% | −126−3.9% | Reduced |
| Banque Cantonale Vaudoise | 3,102 | $252.0K | 0.01% | −4,733−60.4% | Reduced |
| Good Life Advisors, LLC | 3,111 | $252.7K | 0.02% | −37−1.2% | Reduced |
| First Hawaiian Bank | 3,125 | $253.8K | 0.01% | +38+1.2% | Added |
| Excalibur Management Corp | 3,144 | $255.4K | 0.12% | +3,144 | New |
| Rodgers Brothers Inc. | 3,145 | $255.4K | 0.04% | −458−12.7% | Reduced |
| Delta Asset Management LLC | 3,149 | $255.8K | 0.02% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,154 | $256.2K | 0.02% | −1,160−26.9% | Reduced |
| Cladis Investment Advisory, LLC | 3,158 | $256.5K | 0.20% | 00.0% | Unchanged |
| JT Stratford LLC | 3,161 | $256.7K | 0.06% | +215+7.3% | Added |
| Lathrop Investment Management Corp | 3,160 | $257.0K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,169 | $257.4K | 0.08% | +218+7.4% | Added |
| DFPG Investments, LLC | 3,109 | $259.2K | 0.02% | −297−8.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,192 | $259.3K | 0.05% | −190−5.6% | Reduced |
| Algert Global LLC | 3,195 | $259.5K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,202 | $260.1K | 0.03% | −14−0.4% | Reduced |
| BCGM Wealth Management, LLC | 3,203 | $260.1K | 0.11% | +10.0% | Added |
| WealthPLAN Partners, LLC | 3,208 | $260.5K | 0.03% | +2+0.1% | Added |
| Ausdal Financial Partners, Inc. | 3,211 | $260.8K | 0.03% | +3,211 | New |
| CCM Investment Advisers LLC | 3,220 | $261.5K | 0.03% | −106,131−97.1% | Reduced |
| First Dallas Securities Inc. | 3,225 | $262.0K | 0.13% | +3,225 | New |
| Boston Financial Mangement LLC | 3,230 | $262.3K | 0.01% | +33+1.0% | Added |
| TRUE Private Wealth Advisors | 3,242 | $263.3K | 0.03% | −812−20.0% | Reduced |
| Lindbrook Capital, LLC | 3,246 | $263.6K | 0.03% | +284+9.6% | Added |
| Empower Advisory Group, LLC | 3,250 | $264.0K | 0.00% | −45−1.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,251 | $264.1K | 0.03% | +233+7.7% | Added |
| International Assets Investment Management, LLC | 3,262 | $264.9K | 0.03% | −208−6.0% | Reduced |
| Court Place Advisors, LLC | 3,264 | $265.1K | 0.09% | −269−7.6% | Reduced |
| Marcum Wealth, LLC | 3,266 | $265.3K | 0.03% | −359−9.9% | Reduced |
| Plan Group Financial, LLC | 3,270 | $265.6K | 0.23% | +123+3.9% | Added |
| Salomon & Ludwin, LLC | 3,545 | $266.7K | 0.03% | 00.0% | Unchanged |
| Scientech Research LLC | 3,284 | $266.7K | 0.27% | +3,284 | New |