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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 1,787 | $145.1K | 0.03% | +119+7.1% | Added |
| First Command Advisory Services, Inc. | 1,781 | $144.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,774 | $144.1K | 0.07% | +954+116.3% | Added |
| TCTC Holdings, LLC | 1,761 | $143.0K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 1,724 | $140.0K | 0.18% | +1,724 | New |
| ORG Partners LLC | 1,719 | $139.8K | 0.02% | +123+7.7% | Added |
| Day & Ennis, LLC | 1,630 | $132.4K | 0.05% | +1,630 | New |
| Manchester Capital Management LLC | 1,614 | $131.1K | 0.02% | +32+2.0% | Added |
| Princeton Global Asset Management LLC | 1,606 | $130.5K | 0.03% | −1,249−43.7% | Reduced |
| Washington Trust Co | 1,590 | $129.1K | 0.01% | +10+0.6% | Added |
| Concord Wealth Partners | 1,543 | $125.3K | 0.03% | −1,539−49.9% | Reduced |
| Bogart Wealth, LLC | 1,531 | $124.3K | 0.01% | −163−9.6% | Reduced |
| M&R Capital Management Inc | 1,490 | $121.0K | 0.03% | −60−3.9% | Reduced |
| Key Financial Inc | 1,470 | $119.4K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,465 | $119.0K | 0.08% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,452 | $117.9K | 0.03% | −30−2.0% | Reduced |
| Nemes Rush Group LLC | 1,403 | $114.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,403 | $113.9K | 0.02% | +8+0.6% | Added |
| TSFG, LLC | 1,364 | $111.0K | 0.03% | −148−9.8% | Reduced |
| Blume Capital Management, Inc. | 1,350 | $109.6K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,337 | $108.6K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,333 | $108.3K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,301 | $105.7K | 0.02% | +1,176+940.8% | Added |
| JFS Wealth Advisors, LLC | 1,298 | $105.4K | 0.01% | −39−2.9% | Reduced |
| Rakuten Investment Management, Inc. | 1,293 | $105.2K | 0.00% | +1,293 | New |
| Allianz Asset Management GmbH | 1,293 | $105.0K | 0.00% | −20,281−94.0% | Reduced |
| Horizon Bancorp Inc | 1,265 | $103.0K | 0.05% | −649−33.9% | Reduced |
| AllSquare Wealth Management LLC | 1,260 | $102.3K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,249 | $101.4K | 0.00% | +536+75.2% | Added |
| Brown, Lisle/Cummings, Inc. | 1,247 | $101.3K | 0.04% | +998+400.8% | Added |
| Acima Private Wealth, LLC | 1,224 | $99.4K | 0.04% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,194 | $97.0K | 0.15% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,188 | $96.5K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,167 | $94.8K | 0.02% | +1+0.1% | Added |
| Creative Financial Designs Inc | 1,162 | $94.4K | 0.01% | +377+48.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,151 | $93.5K | 0.02% | −256−18.2% | Reduced |
| Impact Partnership Wealth, LLC | 1,138 | $92.5K | 0.03% | −1,055−48.1% | Reduced |
| Financial Avengers, Inc. | 1,112 | $90.3K | 0.05% | +12+1.1% | Added |
| Tompkins Financial Corp | 1,111 | $90.2K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,106 | $89.8K | 0.07% | +98+9.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,094 | $88.0K | 0.03% | +2+0.2% | Added |
| MCF Advisors LLC | 1,052 | $85.5K | 0.01% | −33−3.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,052 | $85.4K | 0.02% | −868−45.2% | Reduced |
| Trifecta Capital Advisors, LLC | 1,010 | $82.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,000 | $81.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $81.2K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,000 | $81.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 997 | $81.0K | 0.00% | +450+82.3% | Added |
| Resources Management Corp | 978 | $79.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 925 | $75.1K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 911 | $74.0K | 0.01% | +171+23.1% | Added |
| Arrow Financial Corp | 865 | $70.3K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 855 | $69.4K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 844 | $68.6K | 0.04% | +9+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 835 | $67.8K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 833 | $67.7K | 0.04% | +2+0.2% | Added |
| Deseret Mutual Benefit Administrators | 833 | $67.7K | 0.04% | −131−13.6% | Reduced |
| PSI Advisors, LLC | 833 | $67.6K | 0.03% | +7+0.8% | Added |
| SRS Capital Advisors, Inc. | 824 | $67.0K | 0.01% | −68−7.6% | Reduced |
| Atlantic Trust, LLC | 819 | $66.5K | 0.02% | +175+27.2% | Added |
| Tyler-Stone Wealth Management | 808 | $65.6K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 805 | $65.4K | 0.02% | −64−7.4% | Reduced |
| Quarry LP | 799 | $64.9K | 0.03% | −203−20.3% | Reduced |
| Sittner & Nelson, LLC | 794 | $64.5K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 851 | $64.0K | 0.02% | −273−24.3% | Reduced |
| Addison Advisors LLC | 783 | $63.6K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 742 | $60.3K | 0.02% | −259−25.9% | Reduced |
| Smithfield Trust Co | 742 | $60.0K | 0.00% | −112−13.1% | Reduced |
| Ossiam | 734 | $59.6K | 0.00% | +734 | New |
| Avalon Trust Co | 722 | $58.6K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 720 | $58.5K | 0.02% | +720 | New |
| Emfo, LLC | 719 | $58.4K | 0.05% | 00.0% | Unchanged |
| First United Bank Trust | 707 | $57.4K | 0.02% | +707 | New |
| CNB Bank | 681 | $55.3K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 682 | $55.0K | 0.01% | −5−0.7% | Reduced |
| Sound Income Strategies, LLC | 669 | $54.3K | 0.00% | +603+913.6% | Added |
| Atticus Wealth Management, LLC | 666 | $54.1K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 625 | $53.2K | 0.02% | −185−22.8% | Reduced |
| Webster Bank, N. A. | 650 | $52.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 635 | $51.5K | 0.00% | +47+8.0% | Added |
| First Financial Corp | 620 | $50.4K | 0.03% | +282+83.4% | Added |
| Cypress Capital Management LLC (WY) | 600 | $48.7K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 597 | $48.5K | 0.04% | −100−14.3% | Reduced |
| TFC Financial Management | 575 | $46.7K | 0.01% | +30+5.5% | Added |
| DT Investment Partners, LLC | 593 | $46.5K | 0.01% | +527+798.5% | Added |
| Insight Financial Services | 571 | $46.4K | 0.06% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 569 | $44.7K | 0.03% | +569 | New |
| Versant Capital Management, Inc | 539 | $43.8K | 0.01% | −66−10.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 539 | $43.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 534 | $43.4K | 0.01% | −10−1.8% | Reduced |
| Ogorek Anthony Joseph | 535 | $43.0K | 0.02% | −19,766−97.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 528 | $42.9K | 0.02% | +408+340.0% | Added |
| TD Capital Management LLC | 525 | $42.6K | 0.00% | +6+1.2% | Added |
| Bangor Savings Bank | 524 | $42.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 521 | $42.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 513 | $41.7K | 0.02% | +41+8.7% | Added |
| Lowe Wealth Advisors, LLC | 511 | $41.5K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 506 | $41.1K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 505 | $41.0K | 0.01% | +503+25,150.0% | Added |
| Pin Oak Investment Advisors Inc | 508 | $41.0K | 0.04% | 00.0% | Unchanged |