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 |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 4,159 | $337.8K | 0.29% | −1,457−25.9% | Reduced |
| Coastal Investment Advisors, Inc. | 4,161 | $337.9K | 0.08% | −556−11.8% | Reduced |
| Symmetry Partners, LLC | 4,193 | $341.0K | 0.02% | −371−8.1% | Reduced |
| City Holding Co | 4,210 | $341.9K | 0.06% | −417−9.0% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 4,216 | $342.4K | 0.32% | +4,216 | New |
| Next Capital Management LLC | 4,220 | $342.7K | 0.15% | +4,220 | New |
| Advisory Alpha, LLC | 4,265 | $346.4K | 0.02% | +473+12.5% | Added |
| CFS Investment Advisory Services, LLC | 4,274 | $347.0K | 0.06% | +417+10.8% | Added |
| Strategic Wealth Partners, Ltd. | 4,275 | $347.2K | 0.04% | −17,943−80.8% | Reduced |
| McDonald Partners LLC | 4,276 | $347.3K | 0.10% | −115−2.6% | Reduced |
| GDS Wealth Management | 4,289 | $348.4K | 0.05% | −325−7.0% | Reduced |
| Apella Capital, LLC | 4,177 | $348.4K | 0.02% | +4,177 | New |
| Taylor Financial Group, Inc. | 4,310 | $350.1K | 0.29% | +4,310 | New |
| Monetary Management Group Inc | 4,320 | $350.9K | 0.11% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,350 | $353.3K | 0.03% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 4,351 | $353.4K | 0.20% | +4,351 | New |
| Welch & Forbes LLC | 4,356 | $353.8K | 0.01% | −3−0.1% | Reduced |
| Morningstar Investment Services LLC | 4,384 | $357.0K | 0.00% | +4,384 | New |
| Syon Capital LLC | 4,413 | $358.4K | 0.04% | +4,413 | New |
| LexAurum Advisors, LLC | 4,423 | $359.3K | 0.09% | −95−2.1% | Reduced |
| Nilsine Partners, LLC | 4,443 | $360.9K | 0.06% | −43−1.0% | Reduced |
| Scissortail Wealth Management, LLC | 4,635 | $363.3K | 0.12% | +4,635 | New |
| Evercore Wealth Management, LLC | 4,473 | $363.3K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,474 | $363.4K | 0.08% | +1,542+52.6% | Added |
| Ethic Inc. | 4,479 | $363.8K | 0.01% | +4,479 | New |
| Mission Wealth Management, LP | 4,512 | $366.4K | 0.01% | −6−0.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,535 | $368.4K | 0.03% | +10.0% | Added |
| Everett Harris & Co | 4,541 | $368.8K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,544 | $369.1K | 0.06% | −61−1.3% | Reduced |
| Jarislowsky, Fraser Ltd | 4,545 | $369.1K | 0.00% | +4,545 | New |
| Parsons Capital Management Inc | 4,546 | $369.2K | 0.03% | −100−2.2% | Reduced |
| Strategic Financial Concepts, LLC | 4,564 | $370.7K | 0.22% | −38−0.8% | Reduced |
| Integrated Advisors Network LLC | 4,566 | $370.8K | 0.02% | −1,546−25.3% | Reduced |
| Aull & Monroe Investment Management Corp | 4,574 | $371.5K | 0.18% | 00.0% | Unchanged |
| Clough Capital Partners L P | 4,591 | $372.9K | 0.04% | +625+15.8% | Added |
| Fox Run Management, L.L.C. | 4,594 | $373.1K | 0.10% | +4,594 | New |
| Clearstead Advisors, LLC | 4,597 | $373.3K | 0.02% | −1,073−18.9% | Reduced |
| Harvest Fund Management Co., Ltd | 4,621 | $374.0K | 0.06% | +567+14.0% | Added |
| Private Portfolio Partners LLC | 4,606 | $374.1K | 0.09% | −288−5.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,610 | $374.4K | 0.01% | −626−12.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,678 | $380.0K | 0.03% | +143+3.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,690 | $381.0K | 0.16% | −1,025−17.9% | Reduced |
| Roanoke Asset Management Corp | 4,690 | $381.0K | 0.14% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 4,698 | $381.6K | 0.08% | +4,698 | New |
| Sterling Investment Counsel, LLC | 4,704 | $382.1K | 0.19% | +4,704 | New |
| Eagle Strategies LLC | 4,734 | $384.5K | 0.08% | +494+11.7% | Added |
| Cornerstone Wealth Management, LLC | 4,750 | $385.8K | 0.03% | −296−5.9% | Reduced |
| Vinva Investment Management Ltd | 4,750 | $386.3K | 0.03% | +1,302+37.8% | Added |
| Wedmont Private Capital | 4,572 | $386.4K | 0.03% | +834+22.3% | Added |
| St Germain D J Co Inc | 4,769 | $387.3K | 0.02% | −831−14.8% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,769 | $387.3K | 0.28% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,776 | $387.9K | 0.04% | +1,462+44.1% | Added |
| Wrapmanager Inc | 4,797 | $389.6K | 0.11% | −726−13.1% | Reduced |
| WealthPlan Investment Management, LLC | 4,800 | $389.9K | 0.06% | −459−8.7% | Reduced |
| Nixon Peabody Trust Co | 4,800 | $389.9K | 0.04% | +4,800 | New |
| Forte Capital LLC | 4,807 | $390.4K | 0.05% | −577−10.7% | Reduced |
| Platform Technology Partners | 5,035 | $390.7K | 0.15% | +857+20.5% | Added |
| Douglass Winthrop Advisors, LLC | 4,818 | $391.3K | 0.01% | −200−4.0% | Reduced |
| Gables Capital Management Inc. | 4,818 | $391.3K | 0.24% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,830 | $392.0K | 0.34% | +115+2.4% | Added |
| Cobblestone Capital Advisors LLC | 4,830 | $392.3K | 0.03% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,850 | $393.9K | 0.10% | −1,051−17.8% | Reduced |
| PFG Advisors | 4,875 | $395.9K | 0.03% | +1,150+30.9% | Added |
| Smith Chas P & Associates Pa Cpas | 4,877 | $396.0K | 0.03% | +83+1.7% | Added |
| Gunn & Co Investment Management, Inc. | 4,877 | $396.0K | 0.03% | +4,877 | New |
| River & Mercantile Asset Management LLP | 4,880 | $396.3K | 0.08% | +4,880 | New |
| KC Investment Advisors, LLC | 4,907 | $398.6K | 0.24% | −679−12.2% | Reduced |
| Rothschild Investment LLC | 4,911 | $398.9K | 0.03% | +4,911 | New |
| Barry Investment Advisors, LLC | 4,911 | $398.9K | 0.13% | −536−9.8% | Reduced |
| Birmingham Capital Management Co Inc | 4,920 | $399.6K | 0.16% | −600−10.9% | Reduced |
| Insigneo Advisory Services, LLC | 4,922 | $399.7K | 0.06% | +1,883+62.0% | Added |
| Carnegie Capital Asset Management, LLC | 4,933 | $400.6K | 0.01% | +1,002+25.5% | Added |
| Leo Wealth, LLC | 4,843 | $401.0K | 0.04% | +4,843 | New |
| TCG Advisory Services, LLC | 4,948 | $401.9K | 0.03% | +254+5.4% | Added |
| 9258 Wealth Management, LLC | 4,957 | $402.6K | 0.07% | −484−8.9% | Reduced |
| Financial Counselors Inc | 4,972 | $403.8K | 0.01% | −84−1.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,974 | $404.0K | 0.01% | +443+9.8% | Added |
| Hexagon Capital Partners LLC | 4,975 | $404.1K | 0.10% | +135+2.8% | Added |
| Centre Asset Management, LLC | 5,009 | $407.0K | 0.10% | −76−1.5% | Reduced |
| Summit Financial Strategies, Inc. | 5,042 | $409.5K | 0.06% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 5,104 | $414.5K | 0.05% | +520+11.3% | Added |
| Concentric Wealth Management, LLC | 5,118 | $415.7K | 0.12% | +5,118 | New |
| Independent Financial Group, LLC | 5,129 | $416.6K | 0.02% | +638+14.2% | Added |
| Balentine LLC | 5,147 | $418.0K | 0.01% | +1,130+28.1% | Added |
| Cohen Investment Advisors LLC | 5,177 | $420.5K | 0.31% | −390−7.0% | Reduced |
| Brown Brothers Harriman & Co | 5,198 | $422.2K | 0.00% | −2,100−28.8% | Reduced |
| Tyche Wealth Partners LLC | 5,200 | $422.4K | 0.10% | +5,200 | New |
| Sky Investment Group LLC | 5,217 | $423.7K | 0.09% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,226 | $424.5K | 0.03% | −440−7.8% | Reduced |
| NorthRock Partners, LLC | 5,233 | $425.0K | 0.02% | +2,323+79.8% | Added |
| Jones Financial Companies LLLP | 5,234 | $425.1K | 0.00% | +2,627+100.8% | Added |
| Flputnam Investment Management Co | 5,234 | $425.1K | 0.01% | +1,013+24.0% | Added |
| Centennial Bank | 5,235 | $425.2K | 0.25% | +284+5.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5,249 | $426.3K | 2.46% | −3,229−38.1% | Reduced |
| Ironwood Investment Counsel, LLC | 5,250 | $426.4K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,255 | $426.8K | 0.01% | +344+7.0% | Added |
| Schechter Investment Advisors, LLC | 5,272 | $428.2K | 0.04% | −10.0% | Reduced |
| Indiana Trust & Investment Management CO | 5,307 | $431.0K | 0.19% | +454+9.4% | Added |
| Jaffetilchin Investment Partners, LLC | 5,328 | $432.8K | 0.04% | −392−6.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,345 | $434.1K | 0.08% | +130+2.5% | Added |