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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 11,000 | $893.4K | 0.18% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 11,000 | $893.4K | 0.78% | +800+7.8% | Added |
| BancorpSouth Bank | 11,042 | $896.8K | 0.07% | +909+9.0% | Added |
| Gs Investments, Inc. | 11,050 | $897.5K | 0.47% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,067 | $898.9K | 0.06% | −2,413−17.9% | Reduced |
| Ballentine Partners, LLC | 11,154 | $905.9K | 0.02% | +3,609+47.8% | Added |
| Snowden Capital Advisors LLC | 11,216 | $911.0K | 0.03% | +1,056+10.4% | Added |
| ARS Investment Partners, LLC | 11,250 | $913.7K | 0.10% | −706−5.9% | Reduced |
| We Are One Seven, LLC | 11,269 | $915.3K | 0.05% | +1,171+11.6% | Added |
| Texas Yale Capital Corp. | 11,369 | $923.4K | 0.04% | −84−0.7% | Reduced |
| Colonial Trust Co | 11,405 | $926.3K | 0.19% | +717+6.7% | Added |
| Eqis Capital Management, Inc. | 11,454 | $930.3K | 0.08% | +162+1.4% | Added |
| Americana Partners, LLC | 11,489 | $933.1K | 0.09% | −3,387−22.8% | Reduced |
| Allworth Financial LP | 11,521 | $935.8K | 0.01% | −761−6.2% | Reduced |
| Resources Investment Advisors, LLC. | 11,571 | $939.8K | 0.02% | −8,715−43.0% | Reduced |
| Ieq Capital, LLC | 11,654 | $946.5K | 0.02% | +1,521+15.0% | Added |
| Wetherby Asset Management Inc | 11,666 | $947.5K | 0.05% | +500+4.5% | Added |
| Lido Advisors, LLC | 11,676 | $948.4K | 0.01% | +2,444+26.5% | Added |
| Morningstar Investment Management LLC | 11,743 | $954.0K | 0.11% | −490−4.0% | Reduced |
| Moody National Bank Trust Division | 11,767 | $955.7K | 0.07% | −6,577−35.9% | Reduced |
| Provenance Wealth Advisors, LLC | 11,772 | $956.1K | 0.13% | +365+3.2% | Added |
| Trust Point Inc. | 11,843 | $961.9K | 0.08% | +11,843 | New |
| Martingale Asset Management L P | 11,886 | $965.4K | 0.02% | −16,314−57.9% | Reduced |
| Albion Financial Group | 12,020 | $976.3K | 0.08% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 12,042 | $978.1K | 0.02% | +12,042 | New |
| Koshinski Asset Management, Inc. | 12,140 | $986.0K | 0.15% | −1,219−9.1% | Reduced |
| Stratos Wealth Advisors, LLC | 12,300 | $999.0K | 0.06% | +308+2.6% | Added |
| Concurrent Investment Advisors, LLC | 12,372 | $1.00M | 0.05% | +12,372 | New |
| Toroso Investments, LLC | 12,379 | $1.01M | 0.02% | +3,623+41.4% | Added |
| Wealth Alliance | 12,384 | $1.01M | 0.14% | −203−1.6% | Reduced |
| NBC Securities, Inc. | 12,629 | $1.02M | 0.10% | −744−5.6% | Reduced |
| Equitable Holdings, Inc. | 12,658 | $1.03M | 0.01% | +1,562+14.1% | Added |
| Whalen Wealth Management Inc. | 12,663 | $1.03M | 0.93% | +12,663 | New |
| NTV Asset Management LLC | 12,726 | $1.03M | 0.17% | −185−1.4% | Reduced |
| Strategic Planning Group, LLC | 12,734 | $1.03M | 0.34% | +12,734 | New |
| Veriti Management LLC | 12,865 | $1.04M | 0.09% | +388+3.1% | Added |
| SageView Advisory Group, LLC | 13,396 | $1.05M | 0.05% | −1,131−7.8% | Reduced |
| United Services Automobile Association | 13,052 | $1.06M | 0.02% | −761−5.5% | Reduced |
| Probity Advisors, Inc. | 13,136 | $1.07M | 0.23% | +1,437+12.3% | Added |
| Kingsview Wealth Management, LLC | 13,152 | $1.07M | 0.03% | +410+3.2% | Added |
| Degroof Petercam Asset Management | 13,500 | $1.10M | 0.01% | +13,500 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,535 | $1.10M | 0.22% | +1,973+17.1% | Added |
| Park National Corp | 13,555 | $1.10M | 0.05% | +2,476+22.3% | Added |
| Level Four Advisory Services, LLC | 13,578 | $1.10M | 0.06% | +2,489+22.4% | Added |
| Summit Financial Group Inc | 13,626 | $1.11M | 0.42% | −344−2.5% | Reduced |
| FineMark National Bank & Trust | 13,638 | $1.11M | 0.05% | −331−2.4% | Reduced |
| Rezny Wealth Management, Inc. | 13,688 | $1.11M | 0.35% | +13,688 | New |
| My Legacy Advisors, LLC | 13,865 | $1.11M | 0.40% | −1,963−12.4% | Reduced |
| Salem Investment Counselors Inc | 13,824 | $1.12M | 0.04% | +50+0.4% | Added |
| SeaCrest Wealth Management, LLC | 13,497 | $1.13M | 0.14% | −543−3.9% | Reduced |
| Avitas Wealth Management LLC | 14,208 | $1.15M | 0.19% | +454+3.3% | Added |
| Squarepoint Ops LLC | 14,250 | $1.16M | 0.00% | +265+1.9% | Added |
| Proequities, Inc. | 14,262 | $1.16M | 0.08% | −2,175−13.2% | Reduced |
| Searle & Co. | 14,447 | $1.17M | 0.32% | +30.0% | Added |
| SS&H Financial Advisors, Inc. | 14,456 | $1.17M | 0.50% | −600−4.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 14,566 | $1.18M | 0.13% | −355−2.4% | Reduced |
| Central Trust Co | 14,598 | $1.19M | 0.03% | +138+1.0% | Added |
| Advisors Asset Management, Inc. | 14,611 | $1.19M | 0.02% | +108+0.7% | Added |
| NJ State Employees Deferred Compensation Plan | 14,760 | $1.20M | 0.16% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 14,800 | $1.20M | 0.27% | −40.0% | Reduced |
| Mainstay Capital Management LLC | 14,823 | $1.20M | 0.23% | +2,951+24.9% | Added |
| Credit Agricole S A | 14,879 | $1.21M | 0.03% | +10,034+207.1% | Added |
| Verdence Capital Advisors LLC | 15,151 | $1.23M | 0.12% | −1,834−10.8% | Reduced |
| J.W. Cole Advisors, Inc. | 15,159 | $1.23M | 0.07% | −193−1.3% | Reduced |
| Archer Investment Corp | 15,299 | $1.24M | 0.40% | +8,100+112.5% | Added |
| Western Wealth Management, LLC | 15,308 | $1.24M | 0.09% | −1,670−9.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 15,348 | $1.25M | 0.52% | +15,348 | New |
| IFP Advisors, Inc | 15,399 | $1.25M | 0.06% | +5,687+58.6% | Added |
| Prospera Financial Services Inc | 15,444 | $1.25M | 0.04% | +10+0.1% | Added |
| Synovus Financial Corp | 15,809 | $1.28M | 0.02% | −1,406−8.2% | Reduced |
| Bartlett & Co. LLC | 15,800 | $1.28M | 0.02% | −235−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15,800 | $1.29M | 0.02% | −235−1.5% | Reduced |
| MAI Capital Management | 15,859 | $1.29M | 0.02% | −3,464−17.9% | Reduced |
| Kornitzer Capital Management Inc | 15,865 | $1.29M | 0.03% | 00.0% | Unchanged |
| Wexford Capital LP | 15,977 | $1.30M | 0.28% | −32,342−66.9% | Reduced |
| Adviser Investments LLC | 16,093 | $1.31M | 0.02% | +11,184+227.8% | Added |
| Asset Dedication, LLC | 16,120 | $1.31M | 0.11% | +170+1.1% | Added |
| Secure Asset Management, LLC | 16,198 | $1.32M | 0.35% | +254+1.6% | Added |
| Everence Capital Management Inc | 16,270 | $1.32M | 0.09% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,372 | $1.33M | 0.02% | +3,879+31.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,645 | $1.35M | 0.04% | +384+2.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 16,714 | $1.36M | 0.26% | −1,297−7.2% | Reduced |
| KMG Fiduciary Partners, LLC | 16,795 | $1.36M | 0.16% | −1,641−8.9% | Reduced |
| Altus Wealth Group LLC | 16,966 | $1.38M | 0.76% | +1,827+12.1% | Added |
| JGP Wealth Management, LLC | 16,983 | $1.38M | 0.20% | −792−4.5% | Reduced |
| Wedbush Securities Inc | 17,068 | $1.39M | 0.06% | +2,038+13.6% | Added |
| Sawtooth Solutions, LLC | 17,127 | $1.39M | 0.04% | −1,285−7.0% | Reduced |
| Bleakley Financial Group, LLC | 17,145 | $1.39M | 0.04% | −1,267−6.9% | Reduced |
| Richard P Slaughter Associates Inc | 17,243 | $1.40M | 0.35% | −558−3.1% | Reduced |
| Moors & Cabot, Inc. | 17,289 | $1.40M | 0.09% | −968−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,323 | $1.41M | 0.02% | +2,893+20.0% | Added |
| Paradigm Financial Partners, LLC | 17,343 | $1.41M | 0.34% | −3,280−15.9% | Reduced |
| LS Investment Advisors, LLC | 17,526 | $1.42M | 0.25% | +8,153+87.0% | Added |
| Intrust Bank NA | 17,533 | $1.42M | 0.17% | +1,910+12.2% | Added |
| Empirical Finance, LLC | 17,779 | $1.44M | 0.10% | +148+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,868 | $1.45M | 0.02% | +1,088+6.5% | Added |
| Verition Fund Management LLC | 17,873 | $1.45M | 0.01% | −320,554−94.7% | Reduced |
| Joseph Group Capital Management | 17,902 | $1.45M | 0.84% | +411+2.3% | Added |
| Pathway Financial Advisers, LLC | 18,040 | $1.47M | 0.56% | −498−2.7% | Reduced |
| United Bank | 18,147 | $1.47M | 0.19% | −692−3.7% | Reduced |