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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 5,349 | $434.5K | 0.01% | −11−0.2% | Reduced |
| CoreCap Advisors, LLC | 5,357 | $435.1K | 0.03% | +451+9.2% | Added |
| Cigna Investments Inc | 5,379 | $436.0K | 0.09% | −155−2.8% | Reduced |
| Clarius Group, LLC | 5,371 | $436.2K | 0.04% | +47+0.9% | Added |
| Howe & Rusling Inc | 5,386 | $437.5K | 0.05% | +1,296+31.7% | Added |
| ARS Wealth Advisors Group, LLC | 5,391 | $437.9K | 0.06% | +105+2.0% | Added |
| Paloma Partners Management Co | 5,412 | $439.6K | 0.07% | −46,805−89.6% | Reduced |
| Quadrant Capital Group LLC | 5,420 | $440.2K | 0.04% | +598+12.4% | Added |
| Aberdeen Wealth Management LLC | 5,433 | $441.3K | 0.32% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 5,485 | $445.5K | 0.06% | +5,485 | New |
| Avantax Planning Partners, Inc. | 5,490 | $445.9K | 0.02% | +791+16.8% | Added |
| Stock Yards Bank & Trust Co | 5,490 | $445.9K | 0.02% | −117−2.1% | Reduced |
| Atwood & Palmer Inc | 5,500 | $446.7K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,500 | $446.7K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,606 | $446.7K | 0.01% | +89+1.6% | Added |
| Shulman DeMeo Asset Management LLC | 5,537 | $449.7K | 0.13% | +168+3.1% | Added |
| Rossmore Private Capital | 5,552 | $450.9K | 0.06% | −441−7.4% | Reduced |
| Mattern Wealth Management LLC | 5,555 | $451.2K | 0.12% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,599 | $454.8K | 0.02% | +5,599 | New |
| Aptus Capital Advisors, LLC | 5,613 | $455.9K | 0.01% | −1,749−23.8% | Reduced |
| Anchor Investment Management, LLC | 5,644 | $458.4K | 0.05% | 00.0% | Unchanged |
| Dearborn Partners LLC | 5,645 | $458.5K | 0.02% | +3+0.1% | Added |
| Dynamic Advisor Solutions LLC | 5,515 | $463.6K | 0.02% | +1,359+32.7% | Added |
| Johnson Financial Group, Inc. | 5,725 | $465.0K | 0.03% | −2,686−31.9% | Reduced |
| King Luther Capital Management Corp | 5,731 | $465.5K | 0.00% | −500−8.0% | Reduced |
| Investment House LLC | 5,733 | $465.6K | 0.03% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 5,737 | $466.0K | 0.04% | −2,835−33.1% | Reduced |
| Bessemer Group Inc | 5,763 | $468.0K | 0.00% | −990−14.7% | Reduced |
| High Net Worth Advisory Group LLC | 5,766 | $468.3K | 0.17% | +230+4.2% | Added |
| InterOcean Capital Group, LLC | 5,783 | $469.7K | 0.01% | −335−5.5% | Reduced |
| Accurate Wealth Management, LLC | 5,856 | $470.8K | 0.15% | +391+7.2% | Added |
| Liberty Capital Management, Inc. | 5,800 | $471.1K | 0.12% | 00.0% | Unchanged |
| Bank of Hawaii | 5,810 | $471.9K | 0.03% | −11−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 6,314 | $472.2K | 0.10% | +6,314 | New |
| Bank Ozk | 5,817 | $472.5K | 0.23% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,818 | $473.0K | 0.06% | +5,818 | New |
| WBH Advisory Inc | 5,845 | $474.7K | 0.05% | −161−2.7% | Reduced |
| Sierra Summit Advisors LLC | 5,851 | $475.2K | 0.14% | +5,851 | New |
| Mather Group, LLC. | 5,856 | $475.6K | 0.01% | +198+3.5% | Added |
| Smart Money Group LLC | 5,857 | $475.7K | 0.21% | +63+1.1% | Added |
| Juncture Wealth Strategies, LLC | 5,891 | $478.5K | 0.22% | −600−9.2% | Reduced |
| Mendel Money Management | 5,892 | $478.5K | 0.23% | +520+9.7% | Added |
| Glassman Wealth Services | 5,914 | $480.3K | 0.07% | +98+1.7% | Added |
| Continuum Advisory, LLC | 5,913 | $480.4K | 0.07% | −1,622−21.5% | Reduced |
| Sandy Spring Bank | 5,921 | $480.9K | 0.02% | −65−1.1% | Reduced |
| Sutton Place Investors LLC | 5,931 | $481.7K | 0.35% | +5,931 | New |
| Hartford Funds Management Co LLC | 6,011 | $488.2K | 0.05% | +440+7.9% | Added |
| Advisory Resource Group | 6,023 | $489.2K | 0.12% | +20.0% | Added |
| Rehmann Capital Advisory Group | 6,044 | $490.9K | 0.04% | +407+7.2% | Added |
| Parcion Private Wealth LLC | 6,158 | $500.2K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,180 | $501.9K | 0.06% | +658+11.9% | Added |
| Krane Funds Advisors LLC | 6,187 | $502.5K | 0.02% | −478−7.2% | Reduced |
| Congress Wealth Management LLC | 6,235 | $506.5K | 0.01% | +3,457+124.4% | Added |
| Parallel Advisors, LLC | 6,240 | $506.8K | 0.02% | +621+11.1% | Added |
| Neville Rodie & Shaw Inc | 6,240 | $507.0K | 0.04% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 6,290 | $511.0K | 0.04% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 6,300 | $511.7K | 0.16% | −142−2.2% | Reduced |
| RSM US Wealth Management LLC | 6,302 | $511.8K | 0.01% | −821−11.5% | Reduced |
| Northcape Wealth Management, LLC | 6,307 | $512.3K | 0.19% | −1,052−14.3% | Reduced |
| Cedrus LLC | 6,320 | $513.3K | 0.32% | −1,033−14.0% | Reduced |
| KCM Investment Advisors LLC | 6,326 | $513.8K | 0.02% | +4+0.1% | Added |
| Meridian Wealth Management, LLC | 6,332 | $514.3K | 0.03% | −5,770−47.7% | Reduced |
| FDx Advisors, Inc. | 6,339 | $515.0K | 0.04% | +102+1.6% | Added |
| Colony Group, LLC | 6,339 | $515.0K | 0.01% | +6,339 | New |
| Chicago Capital, LLC | 6,345 | $515.3K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 6,363 | $517.3K | 0.02% | −745−10.5% | Reduced |
| Checchi Capital Advisers, LLC | 6,372 | $517.5K | 0.04% | −429−6.3% | Reduced |
| Change Path, LLC | 6,375 | $518.0K | 0.03% | +177+2.9% | Added |
| Capital Advisors Inc | 6,448 | $523.7K | 0.01% | −921−12.5% | Reduced |
| Modera Wealth Management, LLC | 6,449 | $523.8K | 0.01% | +45+0.7% | Added |
| Portside Wealth Group, LLC | 6,492 | $527.3K | 0.10% | −651−9.1% | Reduced |
| Trust Co of Virginia | 6,500 | $527.9K | 0.05% | −634−8.9% | Reduced |
| Nations Financial Group Inc, | 6,607 | $536.7K | 0.05% | −428−6.1% | Reduced |
| Seelaus Asset Management LLC | 6,650 | $540.1K | 0.53% | −600−8.3% | Reduced |
| Financial Advocates Investment Management | 6,661 | $540.9K | 0.04% | +31+0.5% | Added |
| Prudent Man Advisors, LLC | 6,671 | $541.8K | 0.20% | −610−8.4% | Reduced |
| Powell Investment Advisors, LLC | 6,708 | $544.8K | 0.30% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 6,718 | $545.6K | 0.56% | +6,718 | New |
| Clarity Financial LLC | 6,723 | $546.0K | 0.10% | +663+10.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,770 | $549.8K | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,796 | $551.9K | 0.04% | −5,437−44.4% | Reduced |
| Welch Group, LLC | 6,798 | $552.2K | 0.03% | +18+0.3% | Added |
| Garrison Point Advisors, LLC | 6,840 | $555.5K | 0.39% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,840 | $555.5K | 0.49% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,846 | $556.0K | 0.02% | −1,690−19.8% | Reduced |
| Interactive Financial Advisors | 5,653 | $559.1K | 0.37% | +2,153+61.5% | Added |
| Keystone Financial Group | 6,884 | $559.2K | 0.10% | −262−3.7% | Reduced |
| Evergreen Capital Management LLC | 6,886 | $559.3K | 0.02% | +6,886 | New |
| Quadrature Capital Ltd | 6,889 | $559.5K | 0.01% | +6,889 | New |
| South State Corp. | 6,954 | $564.8K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,024 | $570.5K | 0.01% | +57+0.8% | Added |
| Cornerstone Advisory, LLC | 7,051 | $572.7K | 0.09% | +3,222+84.1% | Added |
| Northern Oak Wealth Management Inc | 7,079 | $574.9K | 0.07% | +7,079 | New |
| Coldstream Capital Management Inc | 7,119 | $578.2K | 0.02% | +594+9.1% | Added |
| Bard Financial Services, Inc. | 7,155 | $581.1K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 7,185 | $583.6K | 0.06% | −3,101−30.1% | Reduced |
| Fisher Asset Management, LLC | 7,190 | $584.0K | 0.00% | +1,892+35.7% | Added |
| Trueblood Wealth Management, LLC | 7,220 | $586.4K | 0.37% | +7,220 | New |
| Park Place Capital Corp | 7,251 | $588.9K | 0.23% | −1,360−15.8% | Reduced |
| Donaldson Capital Management, LLC | 7,306 | $593.4K | 0.03% | −758−9.4% | Reduced |