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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 2,969 | $241.1K | 0.21% | +2,969 | New |
| Bremer Bank National Association | 2,960 | $240.4K | 0.04% | −55−1.8% | Reduced |
| Sunpointe, LLC | 2,957 | $240.2K | 0.30% | +2,957 | New |
| PFG Investments, LLC | 2,956 | $240.1K | 0.04% | +2,956 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,961 | $240.0K | 0.03% | −650−18.0% | Reduced |
| First Manhattan Co | 2,953 | $239.9K | 0.00% | −99−3.2% | Reduced |
| Widmann Financial Services, Inc. | 2,952 | $239.8K | 0.22% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,947 | $239.4K | 0.04% | −762−20.5% | Reduced |
| Choate Investment Advisors | 2,947 | $239.4K | 0.01% | +2,947 | New |
| Vantage Consulting Group Inc | 2,939 | $238.7K | 0.16% | −226−7.1% | Reduced |
| Chicago Trust Co NA | 2,932 | $238.1K | 0.05% | −605−17.1% | Reduced |
| David Loasby | 2,824 | $237.4K | 0.03% | −172−5.7% | Reduced |
| GeoWealth Management, LLC | 2,913 | $237.0K | 0.02% | +2,913 | New |
| Oak Hill Wealth Advisors, LLC | 2,870 | $233.1K | 0.08% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,864 | $232.6K | 0.05% | +2,864 | New |
| Aviance Capital Partners, LLC | 2,835 | $230.3K | 0.05% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 2,824 | $229.3K | 0.15% | +17+0.6% | Added |
| Balyasny Asset Management LLC | 2,812 | $228.4K | 0.00% | −1,006,264−99.7% | Reduced |
| SFMG, LLC | 2,809 | $228.1K | 0.02% | −62−2.2% | Reduced |
| Avestar Capital, LLC | 2,808 | $228.1K | 0.03% | +2,808 | New |
| Peoples Financial Services Corp. | 2,785 | $226.2K | 0.10% | 00.0% | Unchanged |
| Essex Savings Bank | 2,785 | $226.2K | 0.07% | +87+3.2% | Added |
| JB Capital LLC | 2,782 | $226.0K | 0.02% | −142−4.9% | Reduced |
| Finer Wealth Management, Inc. | 2,762 | $224.3K | 0.17% | −237−7.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,756 | $223.8K | 0.02% | −3,423−55.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,750 | $223.4K | 0.08% | −28−1.0% | Reduced |
| Tritonpoint Wealth, LLC | 2,741 | $222.6K | 0.02% | +2,741 | New |
| Associated Banc-Corp | 2,731 | $221.8K | 0.01% | +2,731 | New |
| Ci Investments Inc. | 2,715 | $221.0K | 0.00% | −8,279−75.3% | Reduced |
| Rockland Trust Co | 2,716 | $220.6K | 0.01% | +2,716 | New |
| Chronos Wealth Management, LLC | 2,700 | $219.3K | 0.14% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,695 | $219.0K | 0.09% | −290−9.7% | Reduced |
| Foster & Motley Inc | 2,700 | $219.0K | 0.02% | +2,700 | New |
| Inspire Trust Co, N.A. | 2,695 | $218.9K | 0.23% | +2,695 | New |
| Wealth Quarterback LLC | 2,691 | $218.6K | 0.13% | +2,691 | New |
| Accel Wealth Management | 2,675 | $217.3K | 0.11% | −119−4.3% | Reduced |
| Douglas Lane & Associates, LLC | 2,668 | $216.7K | 0.00% | −1,031−27.9% | Reduced |
| Carmel Capital Partners, LLC | 2,663 | $216.3K | 0.11% | −169−6.0% | Reduced |
| Spire Wealth Management | 2,783 | $216.2K | 0.01% | −379−12.0% | Reduced |
| Family Management Corp | 2,632 | $213.8K | 0.04% | −429−14.0% | Reduced |
| Aveo Capital Partners, LLC | 2,629 | $213.5K | 0.03% | −835−24.1% | Reduced |
| Bridges Investment Management Inc | 2,620 | $212.8K | 0.01% | +2,620 | New |
| Bouchey Financial Group Ltd | 2,614 | $212.3K | 0.02% | +2,614 | New |
| Shakespeare Wealth Management, Inc. | 2,613 | $212.2K | 0.07% | +2,613 | New |
| McGlone Suttner Wealth Management, Inc. | 2,600 | $211.2K | 0.04% | +2,600 | New |
| Beaton Management Co. Inc. | 2,604 | $211.0K | 0.13% | −143−5.2% | Reduced |
| Angeles Investment Advisors, LLC | 2,597 | $210.9K | 0.01% | +2,597 | New |
| Schulhoff & Co Inc | 2,595 | $210.8K | 0.10% | +2,595 | New |
| Becker Capital Management Inc | 2,584 | $209.9K | 0.01% | +2,584 | New |
| MQS Management LLC | 2,577 | $209.3K | 0.12% | +2,577 | New |
| Rosenberg Matthew Hamilton | 2,572 | $208.9K | 0.06% | +277+12.1% | Added |
| Register Financial Advisors LLC | 2,568 | $208.6K | 0.14% | +203+8.6% | Added |
| Mosaic Family Wealth Partners, LLC | 2,564 | $208.2K | 0.04% | +2,564 | New |
| Grant/GrossMendelsohn, LLC | 2,671 | $207.9K | 0.09% | +2,671 | New |
| German American Bancorp, Inc. | 2,547 | $206.9K | 0.03% | +2,547 | New |
| Silver Oak Securities, Inc | 2,544 | $206.6K | 0.03% | +389+18.1% | Added |
| Tiemann Investment Advisors, LLC | 2,540 | $206.3K | 0.10% | −500−16.4% | Reduced |
| Virtus ETF Advisers LLC | 2,533 | $205.7K | 0.13% | +199+8.5% | Added |
| Am Investment Strategies LLC | 2,524 | $205.0K | 0.06% | +2,524 | New |
| Ifrah Financial Services, Inc. | 2,521 | $204.7K | 0.06% | +2,521 | New |
| Vista Capital Partners, Inc. | 2,517 | $204.4K | 0.03% | +2,517 | New |
| Latitude Advisors, LLC | 2,512 | $204.0K | 0.14% | +2,512 | New |
| Cascade Investment Group, Inc. | 2,501 | $203.1K | 0.16% | +2,501 | New |
| Sandbox Financial Partners, LLC | 2,500 | $203.1K | 0.10% | +2,500 | New |
| Payden & Rygel | 2,500 | $203.0K | 0.01% | −147,900−98.3% | Reduced |
| FSA Advisors, Inc. | 2,497 | $202.8K | 0.25% | +2,497 | New |
| MONECO Advisors, LLC | 2,496 | $202.7K | 0.04% | +2,496 | New |
| West Bancorporation Inc | 2,486 | $201.9K | 0.13% | +2,486 | New |
| IFG Advisory, LLC | 2,484 | $201.8K | 0.01% | +2,484 | New |
| Stiles Financial Services Inc | 2,483 | $201.5K | 0.09% | +2,483 | New |
| Williams Jones Wealth Management, LLC. | 2,464 | $200.1K | 0.00% | −936−27.5% | Reduced |
| Columbia Trust Co 01012016 | 2,463 | $200.0K | 0.09% | +2,463 | New |
| Penserra Capital Management LLC | 2,434 | $197.0K | 0.00% | −451−15.6% | Reduced |
| Central Bank & Trust Co | 2,400 | $194.9K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,400 | $194.9K | 0.11% | +100+4.3% | Added |
| LGT Financial Advisors LLC | 2,369 | $192.4K | 0.24% | −38−1.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,369 | $192.4K | 0.02% | −13,642−85.2% | Reduced |
| Acadian Asset Management LLC | 2,361 | $191.0K | 0.00% | +2,361 | New |
| Icon Wealth Advisors, LLC | 2,323 | $188.7K | 0.02% | +2,323 | New |
| Glass Jacobson Investment Advisors llc | 2,322 | $188.6K | 0.08% | −3−0.1% | Reduced |
| Hantz Financial Services, Inc. | 2,297 | $187.0K | 0.00% | +20+0.9% | Added |
| CVA Family Office, LLC | 2,206 | $179.2K | 0.03% | +2,206 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,172 | $176.4K | 0.08% | +8+0.4% | Added |
| Pinnacle Bancorp, Inc. | 2,161 | $175.5K | 0.06% | +40+1.9% | Added |
| BFSG, LLC | 2,112 | $171.5K | 0.03% | +2,112 | New |
| Cranbrook Wealth Management, LLC | 2,109 | $171.3K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,101 | $170.6K | 0.01% | +9+0.4% | Added |
| Cambridge Trust Co | 2,079 | $168.9K | 0.01% | +23+1.1% | Added |
| Quent Capital, LLC | 2,045 | $166.1K | 0.02% | −188−8.4% | Reduced |
| Baystate Wealth Management LLC | 2,009 | $163.2K | 0.01% | −58−2.8% | Reduced |
| Independence Bank of Kentucky | 2,000 | $162.4K | 0.06% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,995 | $162.0K | 0.08% | +47+2.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,065 | $161.4K | 0.00% | −300−12.7% | Reduced |
| Parkside Financial Bank & Trust | 1,978 | $160.7K | 0.03% | −284−12.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,920 | $155.9K | 0.08% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,886 | $153.2K | 0.03% | −215−10.2% | Reduced |
| Trust Co of Vermont | 1,885 | $153.1K | 0.01% | −758−28.7% | Reduced |
| Planned Solutions, Inc. | 1,876 | $152.4K | 0.07% | +1,876 | New |
| SYSTM Wealth Solutions LLC | 1,838 | $149.3K | 0.02% | +1,838 | New |
| Pacific Center for Financial Services | 1,825 | $148.2K | 0.05% | 00.0% | Unchanged |