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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 3,284 | $266.7K | 0.03% | +1,528+87.0% | Added |
| Fifth Third Wealth Advisors LLC | 3,290 | $267.2K | 0.09% | −1,672−33.7% | Reduced |
| Ignite Planners, LLC | 3,217 | $267.6K | 0.08% | −907−22.0% | Reduced |
| Ingalls & Snyder LLC | 3,317 | $269.0K | 0.01% | −610−15.5% | Reduced |
| Richwood Investment Advisors, LLC | 3,315 | $269.2K | 0.25% | −150−4.3% | Reduced |
| Channel Wealth LLC | 3,331 | $270.5K | 0.13% | −18−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,331 | $270.5K | 0.02% | +1,060+46.7% | Added |
| Gilman Hill Asset Management, LLC | 3,345 | $271.7K | 0.05% | 00.0% | Unchanged |
| Holderness Investments Co | 3,347 | $271.8K | 0.07% | −42−1.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 3,347 | $271.8K | 0.01% | +3,347 | New |
| Single Point Partners, LLC | 3,346 | $272.0K | 0.07% | −24−0.7% | Reduced |
| Fayez Sarofim & Co | 3,550 | $272.1K | 0.00% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,375 | $274.1K | 0.14% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,380 | $274.5K | 0.20% | −21,400−86.4% | Reduced |
| Peoples Bank | 3,387 | $275.1K | 0.22% | −100−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 3,387 | $275.1K | 0.01% | +3,387 | New |
| Dorsey & Whitney Trust CO LLC | 3,396 | $275.8K | 0.02% | +246+7.8% | Added |
| BLB&B Advisors, LLC | 3,405 | $276.6K | 0.02% | +131+4.0% | Added |
| LWMG, LLC | 3,405 | $276.6K | 0.07% | +77+2.3% | Added |
| Waldron Private Wealth LLC | 3,408 | $276.8K | 0.01% | +516+17.8% | Added |
| Kovack Advisors, Inc. | 3,410 | $276.9K | 0.03% | −425−11.1% | Reduced |
| Glenview Trust Co | 3,412 | $277.1K | 0.01% | −486−12.5% | Reduced |
| Thrive Capital Management, LLC | 3,423 | $278.0K | 0.15% | −1,107−24.4% | Reduced |
| Prairie Sky Financial Group LLC | 3,437 | $279.2K | 0.18% | −66−1.9% | Reduced |
| Centaurus Financial, Inc. | 3,448 | $280.0K | 0.02% | +97+2.9% | Added |
| South Street Advisors LLC | 3,450 | $280.2K | 0.05% | −92,086−96.4% | Reduced |
| Symphony Financial, Ltd. Co. | 3,472 | $281.2K | 0.06% | +3,472 | New |
| NewEdge Wealth, LLC | 3,464 | $281.4K | 0.01% | −176−4.8% | Reduced |
| Skopos Labs, Inc. | 3,476 | $282.3K | 0.13% | +3,476 | New |
| Abacus Planning Group, Inc. | 3,480 | $282.6K | 0.06% | −10.0% | Reduced |
| Farther Finance Advisors, LLC | 3,482 | $282.8K | 0.02% | +783+29.0% | Added |
| Ronald Blue Trust, Inc. | 3,756 | $283.0K | 0.00% | −652−14.8% | Reduced |
| Mathes Company, Inc. | 3,500 | $284.0K | 0.12% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,498 | $284.1K | 0.01% | +3,498 | New |
| Stanley-Laman Group, Ltd. | 3,498 | $284.1K | 0.04% | +3,498 | New |
| Lantz Financial LLC | 3,502 | $284.4K | 0.10% | +16+0.5% | Added |
| Virginia Wealth Management Group, Inc. | 3,509 | $285.0K | 0.25% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,520 | $285.9K | 0.04% | +15+0.4% | Added |
| Boothbay Fund Management, LLC | 3,553 | $288.6K | 0.01% | −4,399−55.3% | Reduced |
| Davis R M Inc | 3,562 | $289.3K | 0.01% | +3,562 | New |
| Thomasville National Bank | 3,567 | $289.7K | 0.03% | −138−3.7% | Reduced |
| Bedel Financial Consulting, Inc. | 3,567 | $289.7K | 0.05% | +250+7.5% | Added |
| Caldwell Trust Co | 3,571 | $290.0K | 0.04% | −180−4.8% | Reduced |
| E&G Advisors, LP | 3,572 | $290.1K | 0.10% | +4+0.1% | Added |
| Joel Isaacson & Co., LLC | 3,594 | $291.9K | 0.02% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 3,594 | $291.9K | 0.25% | −214−5.6% | Reduced |
| Perpetual Ltd | 3,598 | $292.2K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,599 | $292.3K | 0.12% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,628 | $294.7K | 0.14% | +274+8.2% | Added |
| Fruth Investment Management | 3,645 | $296.0K | 0.08% | 00.0% | Unchanged |
| Main Street Research LLC | 3,653 | $296.7K | 0.02% | +86+2.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,658 | $297.1K | 0.01% | −347−8.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,674 | $298.4K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 3,686 | $299.4K | 0.19% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 3,688 | $299.5K | 0.24% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 3,723 | $301.0K | 0.29% | +3,723 | New |
| Ostrum Asset Management | 3,722 | $302.3K | 0.03% | +16+0.4% | Added |
| Atalanta Sosnoff Capital, LLC | 3,727 | $302.7K | 0.01% | −567−13.2% | Reduced |
| City State Bank | 3,733 | $303.0K | 0.15% | +170+4.8% | Added |
| Charles Schwab Trust Co | 3,745 | $304.2K | 0.03% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 3,746 | $304.3K | 0.14% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,747 | $304.3K | 0.01% | +3,747 | New |
| John G Ullman & Associates Inc | 3,754 | $304.9K | 0.05% | −4,350−53.7% | Reduced |
| Atomi Financial Group, Inc. | 3,764 | $305.8K | 0.04% | +3,764 | New |
| Truvestments Capital LLC | 3,779 | $306.9K | 0.14% | +3,779 | New |
| Brendel Financial Advisors LLC | 3,786 | $307.0K | 0.20% | +3,786 | New |
| Headlands Technologies LLC | 3,813 | $309.7K | 0.09% | +3,813 | New |
| Wulff, Hansen & Co. | 3,825 | $310.7K | 0.34% | 00.0% | Unchanged |
| Conning Inc. | 3,831 | $311.2K | 0.01% | −30−0.8% | Reduced |
| Lockerman Financial Group, Inc. | 3,842 | $312.0K | 0.72% | +80+2.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,851 | $312.8K | 0.04% | −8,844−69.7% | Reduced |
| apricus wealth, LLC | 3,862 | $313.7K | 0.24% | −665−14.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,864 | $313.8K | 0.10% | −205−5.0% | Reduced |
| Northeast Investment Management | 3,872 | $314.5K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,877 | $314.9K | 0.10% | −435−10.1% | Reduced |
| Summit Global Investments | 3,877 | $315.0K | 0.02% | −21,225−84.6% | Reduced |
| Centennial Wealth Advisory LLC | 3,902 | $316.9K | 0.16% | +325+9.1% | Added |
| Pacifica Partners Inc. | 4,016 | $318.5K | 0.16% | +3,625+927.1% | Added |
| Cassaday & Co Wealth Management LLC | 3,923 | $318.6K | 0.01% | +49+1.3% | Added |
| Marathon Strategic Advisors, LLC | 3,988 | $323.9K | 0.44% | +3,988 | New |
| Strategic Investment Advisors | 4,019 | $326.4K | 0.05% | −1,588−28.3% | Reduced |
| BKM Wealth Management, LLC | 4,025 | $326.9K | 0.14% | +4,025 | New |
| AlphaStar Capital Management, LLC | 4,028 | $327.2K | 0.03% | +4,028 | New |
| Penobscot Investment Management Company, Inc. | 4,041 | $328.2K | 0.04% | +750+22.8% | Added |
| Transcend Wealth Collective, LLC | 4,041 | $328.2K | 0.03% | −874−17.8% | Reduced |
| Harbor Investment Advisory, LLC | 4,047 | $328.7K | 0.04% | +317+8.5% | Added |
| Hazlett, Burt & Watson, Inc. | 4,044 | $329.0K | 0.22% | +126+3.2% | Added |
| Graham Capital Management, L.P. | 4,051 | $329.0K | 0.01% | +4,051 | New |
| Magnus Financial Group LLC | 4,053 | $329.2K | 0.04% | +121+3.1% | Added |
| Wealthcare Advisory Partners LLC | 4,059 | $329.6K | 0.01% | −888−18.0% | Reduced |
| Bank of Stockton | 4,266 | $331.5K | 0.11% | +655+18.1% | Added |
| Midwest Professional Planners, LTD. | 4,095 | $332.6K | 0.13% | +180+4.6% | Added |
| Los Angeles Capital Management LLC | 4,101 | $333.1K | 0.00% | +125+3.1% | Added |
| Diversified Trust Co | 4,103 | $333.2K | 0.01% | −1,362−24.9% | Reduced |
| David J Yvars Group | 4,106 | $333.5K | 0.27% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,118 | $334.5K | 0.02% | −73−1.7% | Reduced |
| HF Advisory Group, LLC | 4,120 | $334.6K | 0.21% | +324+8.5% | Added |
| Advisors Capital Management, LLC | 4,122 | $335.0K | 0.01% | +4,122 | New |
| Mark Sheptoff Financial Planning, LLC | 4,125 | $335.0K | 0.20% | +1,300+46.0% | Added |
| Principal Securities, Inc. | 4,135 | $335.8K | 0.01% | +4,135 | New |