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 |
|---|---|---|---|---|---|
| STF Management LP | 8,900 | $722.9K | 0.34% | +471+5.6% | Added |
| Eudaimonia Advisors LLC | 8,894 | $722.4K | 0.47% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 8,891 | $722.1K | 0.27% | −1,697−16.0% | Reduced |
| Boston Private Wealth LLC | 8,891 | $722.1K | 0.02% | +1,481+20.0% | Added |
| HBK Sorce Advisory LLC | 8,886 | $721.7K | 0.03% | −743−7.7% | Reduced |
| Busey Wealth Management | 8,871 | $720.5K | 0.03% | −57−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 8,816 | $716.0K | 0.08% | −60−0.7% | Reduced |
| Columbia Asset Management | 8,786 | $714.0K | 0.15% | +128+1.5% | Added |
| Imprint Wealth LLC | 8,800 | $713.4K | 0.57% | +395+4.7% | Added |
| Grove Bank & Trust | 8,772 | $712.5K | 0.13% | −1,048−10.7% | Reduced |
| MKT Advisors LLC | 8,470 | $712.1K | 0.47% | +18+0.2% | Added |
| Advisory Services Network, LLC | 8,685 | $705.4K | 0.02% | −5,008−36.6% | Reduced |
| Harbour Investments, Inc. | 8,660 | $703.3K | 0.03% | +760+9.6% | Added |
| Reuter James Wealth Management, LLC | 8,639 | $701.7K | 0.48% | −345−3.8% | Reduced |
| Investors Research Corp | 8,620 | $700.1K | 0.17% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,610 | $699.3K | 0.01% | +5,470+174.2% | Added |
| Hyman Charles D | 8,610 | $699.0K | 0.04% | −125−1.4% | Reduced |
| Founders Financial Alliance, LLC | 8,575 | $696.5K | 0.27% | +1,000+13.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,550 | $694.4K | 0.09% | −300−3.4% | Reduced |
| Private Capital Management, LLC | 8,550 | $694.4K | 0.08% | −10.0% | Reduced |
| Navalign, LLC | 8,549 | $694.4K | 0.24% | −25−0.3% | Reduced |
| Mirador Capital Partners LP | 8,520 | $692.0K | 0.15% | +227+2.7% | Added |
| Greenleaf Trust | 8,508 | $691.0K | 0.01% | −5,834−40.7% | Reduced |
| Two Sigma Advisers, LP | 8,500 | $690.4K | 0.00% | −314,000−97.4% | Reduced |
| Bailard, Inc. | 8,433 | $684.9K | 0.02% | +8,433 | New |
| Naviter Wealth, LLC | 8,430 | $684.7K | 0.14% | −2,224−20.9% | Reduced |
| Longfellow Investment Management Co LLC | 8,338 | $677.2K | 0.17% | +912+12.3% | Added |
| Schnieders Capital Management LLC | 8,333 | $676.8K | 0.15% | +2,308+38.3% | Added |
| Waters Parkerson & Co., LLC | 8,218 | $667.0K | 0.04% | +695+9.2% | Added |
| Smith, Moore & Co. | 8,193 | $665.4K | 0.08% | +573+7.5% | Added |
| LVW Advisors, LLC | 8,123 | $659.8K | 0.12% | +8,123 | New |
| Readystate Asset Management LP | 8,109 | $658.6K | 0.04% | +8,109 | New |
| Rogco, LP | 8,069 | $655.4K | 0.29% | −156−1.9% | Reduced |
| Lanham O'Dell & Company, Inc. | 7,985 | $648.5K | 0.45% | +3,158+65.4% | Added |
| Trust Co of Toledo NA | 7,953 | $645.9K | 0.11% | −1,641−17.1% | Reduced |
| Aviva PLC | 7,893 | $641.1K | 0.00% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,875 | $639.6K | 0.24% | −1,915−19.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 7,857 | $638.2K | 0.14% | +194+2.5% | Added |
| Signaturefd, LLC | 7,828 | $635.8K | 0.01% | −336−4.1% | Reduced |
| DCM Advisors, LLC | 7,800 | $633.5K | 0.23% | +7,800 | New |
| Tower Bridge Advisors | 7,785 | $632.3K | 0.05% | +50+0.6% | Added |
| Machina Capital S.A.S. | 7,701 | $625.5K | 0.40% | −6,763−46.8% | Reduced |
| Siemens Fonds Invest GmbH | 7,670 | $623.0K | 0.05% | +1,323+20.8% | Added |
| Twin Capital Management Inc | 7,575 | $615.2K | 0.08% | −231−3.0% | Reduced |
| Crestwood Advisors Group LLC | 7,569 | $614.8K | 0.01% | −388−4.9% | Reduced |
| Hilltop Holdings Inc. | 7,567 | $614.5K | 0.07% | +1,499+24.7% | Added |
| Buckingham Strategic Partners | 7,558 | $613.9K | 0.03% | +686+10.0% | Added |
| Edgestream Partners, L.P. | 7,519 | $610.7K | 0.04% | −23,581−75.8% | Reduced |
| Empire Financial Management Company, LLC | 7,475 | $607.2K | 0.24% | −3,972−34.7% | Reduced |
| PDS Planning, Inc | 7,459 | $605.8K | 0.07% | −32−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 7,430 | $603.5K | 0.01% | −4,416−37.3% | Reduced |
| GAMMA Investing LLC | 7,627 | $596.0K | 0.16% | +7,627 | New |
| Donaldson Capital Management, LLC | 7,306 | $593.4K | 0.03% | −758−9.4% | Reduced |
| Park Place Capital Corp | 7,251 | $588.9K | 0.23% | −1,360−15.8% | Reduced |
| Trueblood Wealth Management, LLC | 7,220 | $586.4K | 0.37% | +7,220 | New |
| Fisher Asset Management, LLC | 7,190 | $584.0K | 0.00% | +1,892+35.7% | Added |
| Blue Chip Partners, Inc. | 7,185 | $583.6K | 0.06% | −3,101−30.1% | Reduced |
| Bard Financial Services, Inc. | 7,155 | $581.1K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,119 | $578.2K | 0.02% | +594+9.1% | Added |
| Northern Oak Wealth Management Inc | 7,079 | $574.9K | 0.07% | +7,079 | New |
| Cornerstone Advisory, LLC | 7,051 | $572.7K | 0.09% | +3,222+84.1% | Added |
| EP Wealth Advisors, LLC | 7,024 | $570.5K | 0.01% | +57+0.8% | Added |
| South State Corp. | 6,954 | $564.8K | 0.05% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,889 | $559.5K | 0.01% | +6,889 | New |
| Evergreen Capital Management LLC | 6,886 | $559.3K | 0.02% | +6,886 | New |
| Keystone Financial Group | 6,884 | $559.2K | 0.10% | −262−3.7% | Reduced |
| Interactive Financial Advisors | 5,653 | $559.1K | 0.37% | +2,153+61.5% | Added |
| IHT Wealth Management, LLC | 6,846 | $556.0K | 0.02% | −1,690−19.8% | Reduced |
| Garrison Point Advisors, LLC | 6,840 | $555.5K | 0.39% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,840 | $555.5K | 0.49% | 00.0% | Unchanged |
| Welch Group, LLC | 6,798 | $552.2K | 0.03% | +18+0.3% | Added |
| Sigma Planning Corp | 6,796 | $551.9K | 0.04% | −5,437−44.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,770 | $549.8K | 0.07% | 00.0% | Unchanged |
| Clarity Financial LLC | 6,723 | $546.0K | 0.10% | +663+10.9% | Added |
| Kuhn & Co Investment Counsel | 6,718 | $545.6K | 0.56% | +6,718 | New |
| Powell Investment Advisors, LLC | 6,708 | $544.8K | 0.30% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 6,671 | $541.8K | 0.20% | −610−8.4% | Reduced |
| Financial Advocates Investment Management | 6,661 | $540.9K | 0.04% | +31+0.5% | Added |
| Seelaus Asset Management LLC | 6,650 | $540.1K | 0.53% | −600−8.3% | Reduced |
| Nations Financial Group Inc, | 6,607 | $536.7K | 0.05% | −428−6.1% | Reduced |
| Trust Co of Virginia | 6,500 | $527.9K | 0.05% | −634−8.9% | Reduced |
| Portside Wealth Group, LLC | 6,492 | $527.3K | 0.10% | −651−9.1% | Reduced |
| Modera Wealth Management, LLC | 6,449 | $523.8K | 0.01% | +45+0.7% | Added |
| Capital Advisors Inc | 6,448 | $523.7K | 0.01% | −921−12.5% | Reduced |
| Change Path, LLC | 6,375 | $518.0K | 0.03% | +177+2.9% | Added |
| Checchi Capital Advisers, LLC | 6,372 | $517.5K | 0.04% | −429−6.3% | Reduced |
| Great Valley Advisor Group, Inc. | 6,363 | $517.3K | 0.02% | −745−10.5% | Reduced |
| Chicago Capital, LLC | 6,345 | $515.3K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,339 | $515.0K | 0.04% | +102+1.6% | Added |
| Colony Group, LLC | 6,339 | $515.0K | 0.01% | +6,339 | New |
| Meridian Wealth Management, LLC | 6,332 | $514.3K | 0.03% | −5,770−47.7% | Reduced |
| KCM Investment Advisors LLC | 6,326 | $513.8K | 0.02% | +4+0.1% | Added |
| Cedrus LLC | 6,320 | $513.3K | 0.32% | −1,033−14.0% | Reduced |
| Northcape Wealth Management, LLC | 6,307 | $512.3K | 0.19% | −1,052−14.3% | Reduced |
| RSM US Wealth Management LLC | 6,302 | $511.8K | 0.01% | −821−11.5% | Reduced |
| Peddock Capital Advisors, LLC | 6,300 | $511.7K | 0.16% | −142−2.2% | Reduced |
| Franklin Street Advisors Inc | 6,290 | $511.0K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 6,240 | $507.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,240 | $506.8K | 0.02% | +621+11.1% | Added |
| Congress Wealth Management LLC | 6,235 | $506.5K | 0.01% | +3,457+124.4% | Added |