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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 7,627 | $596.0K | 0.16% | +7,627 | New |
| Capstone Investment Advisors, LLC | 7,430 | $603.5K | 0.01% | −4,416−37.3% | Reduced |
| PDS Planning, Inc | 7,459 | $605.8K | 0.07% | −32−0.4% | Reduced |
| Empire Financial Management Company, LLC | 7,475 | $607.2K | 0.24% | −3,972−34.7% | Reduced |
| Edgestream Partners, L.P. | 7,519 | $610.7K | 0.04% | −23,581−75.8% | Reduced |
| Buckingham Strategic Partners | 7,558 | $613.9K | 0.03% | +686+10.0% | Added |
| Hilltop Holdings Inc. | 7,567 | $614.5K | 0.07% | +1,499+24.7% | Added |
| Crestwood Advisors Group LLC | 7,569 | $614.8K | 0.01% | −388−4.9% | Reduced |
| Twin Capital Management Inc | 7,575 | $615.2K | 0.08% | −231−3.0% | Reduced |
| Siemens Fonds Invest GmbH | 7,670 | $623.0K | 0.05% | +1,323+20.8% | Added |
| Machina Capital S.A.S. | 7,701 | $625.5K | 0.40% | −6,763−46.8% | Reduced |
| Tower Bridge Advisors | 7,785 | $632.3K | 0.05% | +50+0.6% | Added |
| DCM Advisors, LLC | 7,800 | $633.5K | 0.23% | +7,800 | New |
| Signaturefd, LLC | 7,828 | $635.8K | 0.01% | −336−4.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 7,857 | $638.2K | 0.14% | +194+2.5% | Added |
| Family Legacy, Inc. | 7,875 | $639.6K | 0.24% | −1,915−19.6% | Reduced |
| Aviva PLC | 7,893 | $641.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,953 | $645.9K | 0.11% | −1,641−17.1% | Reduced |
| Lanham O'Dell & Company, Inc. | 7,985 | $648.5K | 0.45% | +3,158+65.4% | Added |
| Rogco, LP | 8,069 | $655.4K | 0.29% | −156−1.9% | Reduced |
| Readystate Asset Management LP | 8,109 | $658.6K | 0.04% | +8,109 | New |
| LVW Advisors, LLC | 8,123 | $659.8K | 0.12% | +8,123 | New |
| Smith, Moore & Co. | 8,193 | $665.4K | 0.08% | +573+7.5% | Added |
| Waters Parkerson & Co., LLC | 8,218 | $667.0K | 0.04% | +695+9.2% | Added |
| Schnieders Capital Management LLC | 8,333 | $676.8K | 0.15% | +2,308+38.3% | Added |
| Longfellow Investment Management Co LLC | 8,338 | $677.2K | 0.17% | +912+12.3% | Added |
| Naviter Wealth, LLC | 8,430 | $684.7K | 0.14% | −2,224−20.9% | Reduced |
| Bailard, Inc. | 8,433 | $684.9K | 0.02% | +8,433 | New |
| Two Sigma Advisers, LP | 8,500 | $690.4K | 0.00% | −314,000−97.4% | Reduced |
| Greenleaf Trust | 8,508 | $691.0K | 0.01% | −5,834−40.7% | Reduced |
| Mirador Capital Partners LP | 8,520 | $692.0K | 0.15% | +227+2.7% | Added |
| Navalign, LLC | 8,549 | $694.4K | 0.24% | −25−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,550 | $694.4K | 0.09% | −300−3.4% | Reduced |
| Private Capital Management, LLC | 8,550 | $694.4K | 0.08% | −10.0% | Reduced |
| Founders Financial Alliance, LLC | 8,575 | $696.5K | 0.27% | +1,000+13.2% | Added |
| Hyman Charles D | 8,610 | $699.0K | 0.04% | −125−1.4% | Reduced |
| Compagnie Lombard Odier SCmA | 8,610 | $699.3K | 0.01% | +5,470+174.2% | Added |
| Investors Research Corp | 8,620 | $700.1K | 0.17% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 8,639 | $701.7K | 0.48% | −345−3.8% | Reduced |
| Harbour Investments, Inc. | 8,660 | $703.3K | 0.03% | +760+9.6% | Added |
| Advisory Services Network, LLC | 8,685 | $705.4K | 0.02% | −5,008−36.6% | Reduced |
| MKT Advisors LLC | 8,470 | $712.1K | 0.47% | +18+0.2% | Added |
| Grove Bank & Trust | 8,772 | $712.5K | 0.13% | −1,048−10.7% | Reduced |
| Imprint Wealth LLC | 8,800 | $713.4K | 0.57% | +395+4.7% | Added |
| Columbia Asset Management | 8,786 | $714.0K | 0.15% | +128+1.5% | Added |
| Meeder Advisory Services, Inc. | 8,816 | $716.0K | 0.08% | −60−0.7% | Reduced |
| Busey Wealth Management | 8,871 | $720.5K | 0.03% | −57−0.6% | Reduced |
| HBK Sorce Advisory LLC | 8,886 | $721.7K | 0.03% | −743−7.7% | Reduced |
| Boston Private Wealth LLC | 8,891 | $722.1K | 0.02% | +1,481+20.0% | Added |
| NovaPoint Capital, LLC | 8,891 | $722.1K | 0.27% | −1,697−16.0% | Reduced |
| Eudaimonia Advisors LLC | 8,894 | $722.4K | 0.47% | 00.0% | Unchanged |
| STF Management LP | 8,900 | $722.9K | 0.34% | +471+5.6% | Added |
| Gladstone Institutional Advisory LLC | 8,922 | $724.6K | 0.04% | +3,390+61.3% | Added |
| Merit Financial Group, LLC | 9,049 | $735.0K | 0.02% | +2,075+29.8% | Added |
| Intrua Financial, LLC | 9,085 | $737.9K | 0.12% | +2,389+35.7% | Added |
| Wolff Financial Management LLC | 9,124 | $741.0K | 0.23% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,179 | $743.4K | 0.03% | +3,892+73.6% | Added |
| Private Trust Co NA | 9,153 | $743.4K | 0.09% | −112−1.2% | Reduced |
| Titleist Asset Management, LLC | 9,167 | $744.5K | 0.14% | −1,045−10.2% | Reduced |
| Wolverine Trading, LLC | 9,167 | $744.5K | 0.01% | +9,167 | New |
| Ancora Advisors, LLC | 9,198 | $747.0K | 0.02% | −420−4.4% | Reduced |
| Horizon Investments, LLC | 9,463 | $759.9K | 0.02% | +2,594+37.8% | Added |
| HM Payson & Co | 9,359 | $760.1K | 0.02% | +16+0.2% | Added |
| Oxford Financial Group Ltd | 9,360 | $760.2K | 0.06% | +8+0.1% | Added |
| Gryphon Financial Partners LLC | 9,462 | $768.5K | 0.14% | −65−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,507 | $772.0K | 0.02% | +5,958+167.9% | Added |
| Kavar Capital Partners Group, LLC | 9,568 | $777.1K | 0.09% | −235−2.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 9,618 | $781.2K | 0.12% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 9,636 | $782.7K | 0.06% | +1,520+18.7% | Added |
| Graypoint LLC | 9,685 | $786.6K | 0.06% | −3,748−27.9% | Reduced |
| Armstrong Advisory Group, Inc | 9,749 | $791.8K | 0.08% | −668−6.4% | Reduced |
| Two Sigma Securities, LLC | 9,751 | $792.0K | 0.04% | −2,933−23.1% | Reduced |
| Brighton Jones LLC | 9,860 | $800.8K | 0.03% | +507+5.4% | Added |
| StoneX Group Inc. | 9,863 | $801.1K | 0.08% | +2,932+42.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,864 | $801.2K | 0.03% | +256+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,884 | $803.0K | 0.02% | −1,006−9.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,908 | $804.7K | 0.07% | −558−5.3% | Reduced |
| Geneos Wealth Management Inc. | 9,924 | $806.1K | 0.04% | −887−8.2% | Reduced |
| Sumitomo Life Insurance Co | 9,946 | $807.8K | 0.03% | −516−4.9% | Reduced |
| Affinity Investment Advisors, LLC | 9,969 | $809.7K | 0.55% | 00.0% | Unchanged |
| Ar Asset Management Inc | 10,000 | $812.0K | 0.21% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $812.2K | 0.28% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,096 | $820.0K | 0.03% | +635+6.7% | Added |
| Certified Advisory Corp | 10,113 | $821.4K | 0.12% | +10.0% | Added |
| Mutual Advisors, LLC | 10,133 | $823.0K | 0.03% | +1,413+16.2% | Added |
| Buckingham Strategic Wealth, LLC | 10,141 | $823.6K | 0.01% | +171+1.7% | Added |
| Baker Tilly Wealth Management, LLC | 10,162 | $825.4K | 0.14% | +1,297+14.6% | Added |
| Radnor Capital Management, LLC | 10,368 | $842.0K | 0.16% | +650+6.7% | Added |
| Gamco Investors, Inc. Et Al | 10,400 | $844.7K | 0.01% | 00.0% | Unchanged |
| Constitution Capital LLC | 10,405 | $845.1K | 0.51% | −125−1.2% | Reduced |
| Executive Wealth Management, LLC | 10,410 | $845.5K | 0.08% | +10,410 | New |
| Focus Financial Network Inc | 10,540 | $856.1K | 0.03% | +10,540 | New |
| Marino, Stram & Associates LLC | 10,612 | $861.9K | 0.22% | −626−5.6% | Reduced |
| Summit Financial, LLC | 10,618 | $862.4K | 0.06% | −270−2.5% | Reduced |
| Spirit of America Management Corp | 10,650 | $865.0K | 0.19% | 00.0% | Unchanged |
| Everpar Advisors LLC | 10,687 | $868.0K | 0.40% | +10,687 | New |
| Hancock Whitney Corp | 10,771 | $874.8K | 0.03% | −31−0.3% | Reduced |
| Harbor Capital Advisors, Inc. | 10,776 | $875.2K | 0.17% | +52+0.5% | Added |
| Grayhawk Investment Strategies Inc. | 10,790 | $876.4K | 0.45% | +10,790 | New |
| Claro Advisors LLC | 10,863 | $882.3K | 0.19% | −1,848−14.5% | Reduced |