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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 14,250 | $1.16M | 0.00% | +265+1.9% | Added |
| Avitas Wealth Management LLC | 14,208 | $1.15M | 0.19% | +454+3.3% | Added |
| SeaCrest Wealth Management, LLC | 13,497 | $1.13M | 0.14% | −543−3.9% | Reduced |
| Salem Investment Counselors Inc | 13,824 | $1.12M | 0.04% | +50+0.4% | Added |
| My Legacy Advisors, LLC | 13,865 | $1.11M | 0.40% | −1,963−12.4% | Reduced |
| Rezny Wealth Management, Inc. | 13,688 | $1.11M | 0.35% | +13,688 | New |
| FineMark National Bank & Trust | 13,638 | $1.11M | 0.05% | −331−2.4% | Reduced |
| Summit Financial Group Inc | 13,626 | $1.11M | 0.42% | −344−2.5% | Reduced |
| Level Four Advisory Services, LLC | 13,578 | $1.10M | 0.06% | +2,489+22.4% | Added |
| Park National Corp | 13,555 | $1.10M | 0.05% | +2,476+22.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,535 | $1.10M | 0.22% | +1,973+17.1% | Added |
| Degroof Petercam Asset Management | 13,500 | $1.10M | 0.01% | +13,500 | New |
| Kingsview Wealth Management, LLC | 13,152 | $1.07M | 0.03% | +410+3.2% | Added |
| Probity Advisors, Inc. | 13,136 | $1.07M | 0.23% | +1,437+12.3% | Added |
| United Services Automobile Association | 13,052 | $1.06M | 0.02% | −761−5.5% | Reduced |
| SageView Advisory Group, LLC | 13,396 | $1.05M | 0.05% | −1,131−7.8% | Reduced |
| Veriti Management LLC | 12,865 | $1.04M | 0.09% | +388+3.1% | Added |
| Strategic Planning Group, LLC | 12,734 | $1.03M | 0.34% | +12,734 | New |
| NTV Asset Management LLC | 12,726 | $1.03M | 0.17% | −185−1.4% | Reduced |
| Whalen Wealth Management Inc. | 12,663 | $1.03M | 0.93% | +12,663 | New |
| Equitable Holdings, Inc. | 12,658 | $1.03M | 0.01% | +1,562+14.1% | Added |
| NBC Securities, Inc. | 12,629 | $1.02M | 0.10% | −744−5.6% | Reduced |
| Wealth Alliance | 12,384 | $1.01M | 0.14% | −203−1.6% | Reduced |
| Toroso Investments, LLC | 12,379 | $1.01M | 0.02% | +3,623+41.4% | Added |
| Concurrent Investment Advisors, LLC | 12,372 | $1.00M | 0.05% | +12,372 | New |
| Stratos Wealth Advisors, LLC | 12,300 | $999.0K | 0.06% | +308+2.6% | Added |
| Koshinski Asset Management, Inc. | 12,140 | $986.0K | 0.15% | −1,219−9.1% | Reduced |
| Investment Management Corp of Ontario | 12,042 | $978.1K | 0.02% | +12,042 | New |
| Albion Financial Group | 12,020 | $976.3K | 0.08% | 00.0% | Unchanged |
| Martingale Asset Management L P | 11,886 | $965.4K | 0.02% | −16,314−57.9% | Reduced |
| Trust Point Inc. | 11,843 | $961.9K | 0.08% | +11,843 | New |
| Provenance Wealth Advisors, LLC | 11,772 | $956.1K | 0.13% | +365+3.2% | Added |
| Moody National Bank Trust Division | 11,767 | $955.7K | 0.07% | −6,577−35.9% | Reduced |
| Morningstar Investment Management LLC | 11,743 | $954.0K | 0.11% | −490−4.0% | Reduced |
| Lido Advisors, LLC | 11,676 | $948.4K | 0.01% | +2,444+26.5% | Added |
| Wetherby Asset Management Inc | 11,666 | $947.5K | 0.05% | +500+4.5% | Added |
| Ieq Capital, LLC | 11,654 | $946.5K | 0.02% | +1,521+15.0% | Added |
| Resources Investment Advisors, LLC. | 11,571 | $939.8K | 0.02% | −8,715−43.0% | Reduced |
| Allworth Financial LP | 11,521 | $935.8K | 0.01% | −761−6.2% | Reduced |
| Americana Partners, LLC | 11,489 | $933.1K | 0.09% | −3,387−22.8% | Reduced |
| Eqis Capital Management, Inc. | 11,454 | $930.3K | 0.08% | +162+1.4% | Added |
| Colonial Trust Co | 11,405 | $926.3K | 0.19% | +717+6.7% | Added |
| Texas Yale Capital Corp. | 11,369 | $923.4K | 0.04% | −84−0.7% | Reduced |
| We Are One Seven, LLC | 11,269 | $915.3K | 0.05% | +1,171+11.6% | Added |
| ARS Investment Partners, LLC | 11,250 | $913.7K | 0.10% | −706−5.9% | Reduced |
| Snowden Capital Advisors LLC | 11,216 | $911.0K | 0.03% | +1,056+10.4% | Added |
| Ballentine Partners, LLC | 11,154 | $905.9K | 0.02% | +3,609+47.8% | Added |
| Csenge Advisory Group | 11,067 | $898.9K | 0.06% | −2,413−17.9% | Reduced |
| Gs Investments, Inc. | 11,050 | $897.5K | 0.47% | 00.0% | Unchanged |
| BancorpSouth Bank | 11,042 | $896.8K | 0.07% | +909+9.0% | Added |
| 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 |
| Claro Advisors LLC | 10,863 | $882.3K | 0.19% | −1,848−14.5% | Reduced |
| Grayhawk Investment Strategies Inc. | 10,790 | $876.4K | 0.45% | +10,790 | New |
| Harbor Capital Advisors, Inc. | 10,776 | $875.2K | 0.17% | +52+0.5% | Added |
| Hancock Whitney Corp | 10,771 | $874.8K | 0.03% | −31−0.3% | Reduced |
| Everpar Advisors LLC | 10,687 | $868.0K | 0.40% | +10,687 | New |
| Spirit of America Management Corp | 10,650 | $865.0K | 0.19% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,618 | $862.4K | 0.06% | −270−2.5% | Reduced |
| Marino, Stram & Associates LLC | 10,612 | $861.9K | 0.22% | −626−5.6% | Reduced |
| Focus Financial Network Inc | 10,540 | $856.1K | 0.03% | +10,540 | New |
| Executive Wealth Management, LLC | 10,410 | $845.5K | 0.08% | +10,410 | New |
| Constitution Capital LLC | 10,405 | $845.1K | 0.51% | −125−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 10,400 | $844.7K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 10,368 | $842.0K | 0.16% | +650+6.7% | Added |
| Baker Tilly Wealth Management, LLC | 10,162 | $825.4K | 0.14% | +1,297+14.6% | Added |
| Buckingham Strategic Wealth, LLC | 10,141 | $823.6K | 0.01% | +171+1.7% | Added |
| Mutual Advisors, LLC | 10,133 | $823.0K | 0.03% | +1,413+16.2% | Added |
| Certified Advisory Corp | 10,113 | $821.4K | 0.12% | +10.0% | Added |
| Perigon Wealth Management, LLC | 10,096 | $820.0K | 0.03% | +635+6.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $812.2K | 0.28% | 00.0% | Unchanged |
| Ar Asset Management Inc | 10,000 | $812.0K | 0.21% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 9,969 | $809.7K | 0.55% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 9,946 | $807.8K | 0.03% | −516−4.9% | Reduced |
| Geneos Wealth Management Inc. | 9,924 | $806.1K | 0.04% | −887−8.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,908 | $804.7K | 0.07% | −558−5.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,884 | $803.0K | 0.02% | −1,006−9.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 9,864 | $801.2K | 0.03% | +256+2.7% | Added |
| StoneX Group Inc. | 9,863 | $801.1K | 0.08% | +2,932+42.3% | Added |
| Brighton Jones LLC | 9,860 | $800.8K | 0.03% | +507+5.4% | Added |
| Two Sigma Securities, LLC | 9,751 | $792.0K | 0.04% | −2,933−23.1% | Reduced |
| Armstrong Advisory Group, Inc | 9,749 | $791.8K | 0.08% | −668−6.4% | Reduced |
| Graypoint LLC | 9,685 | $786.6K | 0.06% | −3,748−27.9% | Reduced |
| Flagship Harbor Advisors, LLC | 9,636 | $782.7K | 0.06% | +1,520+18.7% | Added |
| Pekin Hardy Strauss, Inc. | 9,618 | $781.2K | 0.12% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 9,568 | $777.1K | 0.09% | −235−2.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,507 | $772.0K | 0.02% | +5,958+167.9% | Added |
| Gryphon Financial Partners LLC | 9,462 | $768.5K | 0.14% | −65−0.7% | Reduced |
| Oxford Financial Group Ltd | 9,360 | $760.2K | 0.06% | +8+0.1% | Added |
| HM Payson & Co | 9,359 | $760.1K | 0.02% | +16+0.2% | Added |
| Horizon Investments, LLC | 9,463 | $759.9K | 0.02% | +2,594+37.8% | Added |
| Ancora Advisors, LLC | 9,198 | $747.0K | 0.02% | −420−4.4% | Reduced |
| Wolverine Trading, LLC | 9,167 | $744.5K | 0.01% | +9,167 | New |
| Titleist Asset Management, LLC | 9,167 | $744.5K | 0.14% | −1,045−10.2% | Reduced |
| Private Trust Co NA | 9,153 | $743.4K | 0.09% | −112−1.2% | Reduced |
| Global Retirement Partners, LLC | 9,179 | $743.4K | 0.03% | +3,892+73.6% | Added |
| Wolff Financial Management LLC | 9,124 | $741.0K | 0.23% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,085 | $737.9K | 0.12% | +2,389+35.7% | Added |
| Merit Financial Group, LLC | 9,049 | $735.0K | 0.02% | +2,075+29.8% | Added |
| Gladstone Institutional Advisory LLC | 8,922 | $724.6K | 0.04% | +3,390+61.3% | Added |