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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 46,542 | $3.78M | 0.56% | −861−1.8% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 46,413 | $3.77M | 2.24% | +12,348+36.2% | Added |
| Oppenheimer & Co Inc | 46,052 | $3.74M | 0.07% | +355+0.8% | Added |
| Putnam Investments LLC | 46,024 | $3.74M | 0.00% | −1,193−2.5% | Reduced |
| Regal Investment Advisors LLC | 45,883 | $3.73M | 0.28% | −1,397−3.0% | Reduced |
| Arkadios Wealth Advisors | 45,563 | $3.70M | 0.31% | +1,718+3.9% | Added |
| Kayne Anderson Capital Advisors LP | 45,530 | $3.70M | 0.11% | −4,420−8.8% | Reduced |
| Kestra Advisory Services, LLC | 45,416 | $3.69M | 0.03% | −576−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 45,226 | $3.67M | 0.05% | −10,301−18.6% | Reduced |
| Savant Capital, LLC | 45,136 | $3.67M | 0.05% | +980+2.2% | Added |
| Rench Wealth Management, Inc. | 44,011 | $3.57M | 1.51% | −137−0.3% | Reduced |
| Advisors Management Group Inc | 43,260 | $3.51M | 0.95% | +226+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 42,615 | $3.46M | 0.36% | −3,557−7.7% | Reduced |
| Axxcess Wealth Management, LLC | 42,422 | $3.45M | 0.10% | +14,029+49.4% | Added |
| Gulf International Bank (UK) Ltd | 42,282 | $3.43M | 0.10% | −4,627−9.9% | Reduced |
| Pittenger & Anderson Inc | 42,220 | $3.43M | 0.15% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 42,076 | $3.42M | 0.11% | +2,600+6.6% | Added |
| Cyndeo Wealth Partners, LLC | 41,920 | $3.40M | 0.32% | +8,353+24.9% | Added |
| Dean Investment Associates, LLC | 41,790 | $3.39M | 0.49% | −13,860−24.9% | Reduced |
| Alpha Omega Wealth Management LLC | 41,789 | $3.39M | 0.56% | −745−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 41,636 | $3.38M | 0.09% | +3,572+9.4% | Added |
| Garland Capital Management Inc | 41,135 | $3.34M | 2.35% | −590−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 41,055 | $3.33M | 0.06% | +1,190+3.0% | Added |
| Vident Advisory, LLC | 40,904 | $3.32M | 0.08% | +29,436+256.7% | Added |
| Cornerstone Advisors, LLC | 40,900 | $3.32M | 0.15% | −13,100−24.3% | Reduced |
| Pinnacle Associates Ltd | 40,710 | $3.31M | 0.06% | +3,788+10.3% | Added |
| TownSquare Capital, LLC | 40,687 | $3.30M | 0.06% | −61−0.1% | Reduced |
| Umb Bank N A | 40,672 | $3.30M | 0.05% | −336−0.8% | Reduced |
| Cerity Partners LLC | 40,446 | $3.28M | 0.01% | +10,842+36.6% | Added |
| Maryland State Retirement & Pension System | 40,089 | $3.26M | 0.07% | +750+1.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 40,057 | $3.25M | 0.87% | +2,800+7.5% | Added |
| Capital City Trust Co | 39,864 | $3.24M | 0.96% | +734+1.9% | Added |
| Blair William & Co | 39,282 | $3.19M | 0.01% | −597−1.5% | Reduced |
| Providence Capital Advisors, LLC | 39,176 | $3.18M | 0.76% | +12,542+47.1% | Added |
| Exencial Wealth Advisors, LLC | 38,944 | $3.16M | 0.13% | −1,513−3.7% | Reduced |
| Fiduciary Trust Co | 38,764 | $3.15M | 0.05% | +458+1.2% | Added |
| KBC Group NV | 38,743 | $3.15M | 0.01% | +5,993+18.3% | Added |
| SG Americas Securities, LLC | 38,607 | $3.14M | 0.03% | +19,594+103.1% | Added |
| North Star Investment Management Corp. | 38,519 | $3.13M | 0.24% | −905−2.3% | Reduced |
| MainStreet Investment Advisors LLC | 38,007 | $3.09M | 0.35% | −7,370−16.2% | Reduced |
| Jeppson Wealth Management, LLC | 37,834 | $3.07M | 1.27% | −6,533−14.7% | Reduced |
| Worldquant Millennium Advisors LLC | 37,588 | $3.05M | 0.04% | −25,561−40.5% | Reduced |
| Brookfield Asset Management Inc. | 37,490 | $3.04M | 0.02% | −6,160−14.1% | Reduced |
| BTG Pactual Global Asset Management Ltd | 37,307 | $3.03M | 1.81% | −31,752−46.0% | Reduced |
| Community Bank, N.A. | 37,177 | $3.02M | 0.39% | +3,220+9.5% | Added |
| Dynamic Technology Lab Private Ltd | 36,946 | $3.00M | 0.32% | +36,946 | New |
| Community Trust & Investment Co | 36,664 | $2.98M | 0.23% | −170.0% | Reduced |
| Massmutual Trust Co FSB | 36,535 | $2.97M | 0.10% | −6,560−15.2% | Reduced |
| Hartford Investment Management Co | 35,414 | $2.88M | 0.11% | +324+0.9% | Added |
| TrueMark Investments, LLC | 35,211 | $2.86M | 2.84% | +35,211 | New |
| James Investment Research Inc | 35,180 | $2.86M | 0.36% | −992−2.7% | Reduced |
| Mizuho Markets Americas LLC | 35,005 | $2.84M | 0.09% | +35,005 | New |
| Dai-Ichi Life Insurance Company, Ltd | 34,842 | $2.83M | 0.06% | +30,000+619.6% | Added |
| Hendley & Co Inc | 34,617 | $2.81M | 1.09% | +34,617 | New |
| Mesirow Financial Investment Management, Inc. | 34,530 | $2.80M | 0.10% | +34,530 | New |
| Morton Community Bank | 34,052 | $2.77M | 0.90% | +34,052 | New |
| Wealthfront Advisers LLC | 33,693 | $2.74M | 0.01% | +5,389+19.0% | Added |
| FJ Investments, LLC | 33,550 | $2.72M | 0.13% | +33,550 | New |
| JustInvest LLC | 33,429 | $2.72M | 0.07% | −3,522−9.5% | Reduced |
| Securian Asset Management, Inc | 33,304 | $2.70M | 0.08% | −3,628−9.8% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 32,684 | $2.65M | 1.78% | −180−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 32,300 | $2.62M | 0.04% | −466−1.4% | Reduced |
| Ascent Group, LLC | 33,690 | $2.61M | 0.25% | −4,010−10.6% | Reduced |
| Quantinno Capital Management LP | 32,015 | $2.60M | 0.09% | +11,867+58.9% | Added |
| Lockheed Martin Investment Management Co | 30,600 | $2.60M | 0.19% | −3,400−10.0% | Reduced |
| Cypress Capital Group | 31,940 | $2.59M | 0.34% | −310−1.0% | Reduced |
| Raymond James Trust N.A. | 31,145 | $2.53M | 0.07% | +1,320+4.4% | Added |
| O'Shaughnessy Asset Management, LLC | 31,036 | $2.52M | 0.03% | −14,484−31.8% | Reduced |
| Cresset Asset Management, LLC | 30,732 | $2.50M | 0.02% | −1,173−3.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 30,705 | $2.49M | 0.08% | −726−2.3% | Reduced |
| Cetera Advisors LLC | 30,440 | $2.47M | 0.03% | +3,261+12.0% | Added |
| Metis Global Partners, LLC | 30,156 | $2.45M | 0.10% | −568−1.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 30,029 | $2.44M | 0.04% | +6,033+25.1% | Added |
| Granite Group Advisors, LLC | 28,640 | $2.40M | 1.70% | +28,640 | New |
| Berkshire Asset Management LLC | 29,514 | $2.40M | 0.14% | +518+1.8% | Added |
| National Asset Management, Inc. | 29,307 | $2.38M | 0.06% | +3,371+13.0% | Added |
| Clearbridge Investments, LLC | 29,235 | $2.37M | 0.00% | +5,549+23.4% | Added |
| Spreng Capital Management, Inc. | 28,874 | $2.35M | 1.47% | −918−3.1% | Reduced |
| First Citizens Bank & Trust Co | 28,785 | $2.34M | 0.04% | −2,997−9.4% | Reduced |
| Smith, Salley & Associates | 28,764 | $2.34M | 0.15% | −1,852−6.0% | Reduced |
| Miller Howard Investments Inc | 28,617 | $2.32M | 0.08% | −5,332−15.7% | Reduced |
| Stephens Inc | 28,555 | $2.32M | 0.04% | +9,804+52.3% | Added |
| 1st Source Bank | 28,273 | $2.30M | 0.14% | +968+3.5% | Added |
| Park Avenue Securities LLC | 28,188 | $2.29M | 0.03% | −3,375−10.7% | Reduced |
| D.A. Davidson & Co. | 27,766 | $2.26M | 0.02% | −810−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 27,649 | $2.25M | 0.10% | −348−1.2% | Reduced |
| Whalerock Point Partners, LLC | 27,139 | $2.20M | 0.68% | 00.0% | Unchanged |
| GWM Advisors LLC | 27,332 | $2.19M | 0.02% | −4,822−15.0% | Reduced |
| Axq Capital, LP | 26,900 | $2.18M | 0.58% | +26,900 | New |
| AXA S.A. | 26,838 | $2.18M | 0.01% | +5,246+24.3% | Added |
| New Mexico Educational Retirement Board | 26,738 | $2.17M | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 26,416 | $2.15M | 0.01% | −221−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 25,991 | $2.11M | 0.03% | −361−1.4% | Reduced |
| Strategic Advisors LLC | 25,963 | $2.11M | 0.40% | +50.0% | Added |
| Colonial Trust Advisors | 25,605 | $2.08M | 0.22% | −937−3.5% | Reduced |
| Stratos Wealth Partners, LTD. | 25,355 | $2.06M | 0.04% | +1,637+6.9% | Added |
| Vectors Research Management, LLC | 25,331 | $2.06M | 0.58% | −1,240−4.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.03M | 0.52% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 24,886 | $2.02M | 0.19% | +1,958+8.5% | Added |
| Versor Investments LP | 24,700 | $2.01M | 0.41% | +24,700 | New |