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 |
|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 6,187 | $502.5K | 0.02% | −478−7.2% | Reduced |
| Leonteq Securities AG | 6,180 | $501.9K | 0.06% | +658+11.9% | Added |
| Parcion Private Wealth LLC | 6,158 | $500.2K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,044 | $490.9K | 0.04% | +407+7.2% | Added |
| Advisory Resource Group | 6,023 | $489.2K | 0.12% | +20.0% | Added |
| Hartford Funds Management Co LLC | 6,011 | $488.2K | 0.05% | +440+7.9% | Added |
| Sutton Place Investors LLC | 5,931 | $481.7K | 0.35% | +5,931 | New |
| Sandy Spring Bank | 5,921 | $480.9K | 0.02% | −65−1.1% | Reduced |
| Continuum Advisory, LLC | 5,913 | $480.4K | 0.07% | −1,622−21.5% | Reduced |
| Glassman Wealth Services | 5,914 | $480.3K | 0.07% | +98+1.7% | Added |
| Mendel Money Management | 5,892 | $478.5K | 0.23% | +520+9.7% | Added |
| Juncture Wealth Strategies, LLC | 5,891 | $478.5K | 0.22% | −600−9.2% | Reduced |
| Smart Money Group LLC | 5,857 | $475.7K | 0.21% | +63+1.1% | Added |
| Mather Group, LLC. | 5,856 | $475.6K | 0.01% | +198+3.5% | Added |
| Sierra Summit Advisors LLC | 5,851 | $475.2K | 0.14% | +5,851 | New |
| WBH Advisory Inc | 5,845 | $474.7K | 0.05% | −161−2.7% | Reduced |
| OneAscent Financial Services LLC | 5,818 | $473.0K | 0.06% | +5,818 | New |
| Bank Ozk | 5,817 | $472.5K | 0.23% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 6,314 | $472.2K | 0.10% | +6,314 | New |
| Bank of Hawaii | 5,810 | $471.9K | 0.03% | −11−0.2% | Reduced |
| Liberty Capital Management, Inc. | 5,800 | $471.1K | 0.12% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,856 | $470.8K | 0.15% | +391+7.2% | Added |
| InterOcean Capital Group, LLC | 5,783 | $469.7K | 0.01% | −335−5.5% | Reduced |
| High Net Worth Advisory Group LLC | 5,766 | $468.3K | 0.17% | +230+4.2% | Added |
| Bessemer Group Inc | 5,763 | $468.0K | 0.00% | −990−14.7% | Reduced |
| GM Advisory Group, Inc. | 5,737 | $466.0K | 0.04% | −2,835−33.1% | Reduced |
| Investment House LLC | 5,733 | $465.6K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,731 | $465.5K | 0.00% | −500−8.0% | Reduced |
| Johnson Financial Group, Inc. | 5,725 | $465.0K | 0.03% | −2,686−31.9% | Reduced |
| Dynamic Advisor Solutions LLC | 5,515 | $463.6K | 0.02% | +1,359+32.7% | Added |
| Dearborn Partners LLC | 5,645 | $458.5K | 0.02% | +3+0.1% | Added |
| Anchor Investment Management, LLC | 5,644 | $458.4K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,613 | $455.9K | 0.01% | −1,749−23.8% | Reduced |
| PEAK6 Investments LLC | 5,599 | $454.8K | 0.02% | +5,599 | New |
| Mattern Wealth Management LLC | 5,555 | $451.2K | 0.12% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,552 | $450.9K | 0.06% | −441−7.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,537 | $449.7K | 0.13% | +168+3.1% | Added |
| Foundations Investment Advisors, LLC | 5,606 | $446.7K | 0.01% | +89+1.6% | Added |
| Atwood & Palmer Inc | 5,500 | $446.7K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,500 | $446.7K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,490 | $445.9K | 0.02% | −117−2.1% | Reduced |
| Avantax Planning Partners, Inc. | 5,490 | $445.9K | 0.02% | +791+16.8% | Added |
| Harbour Trust & Investment Management Co | 5,485 | $445.5K | 0.06% | +5,485 | New |
| Aberdeen Wealth Management LLC | 5,433 | $441.3K | 0.32% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,420 | $440.2K | 0.04% | +598+12.4% | Added |
| Paloma Partners Management Co | 5,412 | $439.6K | 0.07% | −46,805−89.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,391 | $437.9K | 0.06% | +105+2.0% | Added |
| Howe & Rusling Inc | 5,386 | $437.5K | 0.05% | +1,296+31.7% | Added |
| Clarius Group, LLC | 5,371 | $436.2K | 0.04% | +47+0.9% | Added |
| Cigna Investments Inc | 5,379 | $436.0K | 0.09% | −155−2.8% | Reduced |
| CoreCap Advisors, LLC | 5,357 | $435.1K | 0.03% | +451+9.2% | Added |
| Stonegate Investment Group, LLC | 5,349 | $434.5K | 0.01% | −11−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 5,345 | $434.1K | 0.08% | +130+2.5% | Added |
| Jaffetilchin Investment Partners, LLC | 5,328 | $432.8K | 0.04% | −392−6.9% | Reduced |
| Indiana Trust & Investment Management CO | 5,307 | $431.0K | 0.19% | +454+9.4% | Added |
| Schechter Investment Advisors, LLC | 5,272 | $428.2K | 0.04% | −10.0% | Reduced |
| Gradient Investments LLC | 5,255 | $426.8K | 0.01% | +344+7.0% | Added |
| Ironwood Investment Counsel, LLC | 5,250 | $426.4K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5,249 | $426.3K | 2.46% | −3,229−38.1% | Reduced |
| Centennial Bank | 5,235 | $425.2K | 0.25% | +284+5.7% | Added |
| Flputnam Investment Management Co | 5,234 | $425.1K | 0.01% | +1,013+24.0% | Added |
| Jones Financial Companies LLLP | 5,234 | $425.1K | 0.00% | +2,627+100.8% | Added |
| NorthRock Partners, LLC | 5,233 | $425.0K | 0.02% | +2,323+79.8% | Added |
| E Fund Management Co., Ltd. | 5,226 | $424.5K | 0.03% | −440−7.8% | Reduced |
| Sky Investment Group LLC | 5,217 | $423.7K | 0.09% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,200 | $422.4K | 0.10% | +5,200 | New |
| Brown Brothers Harriman & Co | 5,198 | $422.2K | 0.00% | −2,100−28.8% | Reduced |
| Cohen Investment Advisors LLC | 5,177 | $420.5K | 0.31% | −390−7.0% | Reduced |
| Balentine LLC | 5,147 | $418.0K | 0.01% | +1,130+28.1% | Added |
| Independent Financial Group, LLC | 5,129 | $416.6K | 0.02% | +638+14.2% | Added |
| Concentric Wealth Management, LLC | 5,118 | $415.7K | 0.12% | +5,118 | New |
| ICICI Prudential Asset Management Co Ltd | 5,104 | $414.5K | 0.05% | +520+11.3% | Added |
| Summit Financial Strategies, Inc. | 5,042 | $409.5K | 0.06% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 5,009 | $407.0K | 0.10% | −76−1.5% | Reduced |
| Hexagon Capital Partners LLC | 4,975 | $404.1K | 0.10% | +135+2.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,974 | $404.0K | 0.01% | +443+9.8% | Added |
| Financial Counselors Inc | 4,972 | $403.8K | 0.01% | −84−1.7% | Reduced |
| 9258 Wealth Management, LLC | 4,957 | $402.6K | 0.07% | −484−8.9% | Reduced |
| TCG Advisory Services, LLC | 4,948 | $401.9K | 0.03% | +254+5.4% | Added |
| Leo Wealth, LLC | 4,843 | $401.0K | 0.04% | +4,843 | New |
| Carnegie Capital Asset Management, LLC | 4,933 | $400.6K | 0.01% | +1,002+25.5% | Added |
| Insigneo Advisory Services, LLC | 4,922 | $399.7K | 0.06% | +1,883+62.0% | Added |
| Birmingham Capital Management Co Inc | 4,920 | $399.6K | 0.16% | −600−10.9% | Reduced |
| Barry Investment Advisors, LLC | 4,911 | $398.9K | 0.13% | −536−9.8% | Reduced |
| Rothschild Investment LLC | 4,911 | $398.9K | 0.03% | +4,911 | New |
| KC Investment Advisors, LLC | 4,907 | $398.6K | 0.24% | −679−12.2% | Reduced |
| River & Mercantile Asset Management LLP | 4,880 | $396.3K | 0.08% | +4,880 | New |
| Smith Chas P & Associates Pa Cpas | 4,877 | $396.0K | 0.03% | +83+1.7% | Added |
| Gunn & Co Investment Management, Inc. | 4,877 | $396.0K | 0.03% | +4,877 | New |
| PFG Advisors | 4,875 | $395.9K | 0.03% | +1,150+30.9% | Added |
| Beverly Hills Private Wealth, LLC | 4,850 | $393.9K | 0.10% | −1,051−17.8% | Reduced |
| Cobblestone Capital Advisors LLC | 4,830 | $392.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,830 | $392.0K | 0.34% | +115+2.4% | Added |
| Gables Capital Management Inc. | 4,818 | $391.3K | 0.24% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,818 | $391.3K | 0.01% | −200−4.0% | Reduced |
| Platform Technology Partners | 5,035 | $390.7K | 0.15% | +857+20.5% | Added |
| Forte Capital LLC | 4,807 | $390.4K | 0.05% | −577−10.7% | Reduced |
| WealthPlan Investment Management, LLC | 4,800 | $389.9K | 0.06% | −459−8.7% | Reduced |
| Nixon Peabody Trust Co | 4,800 | $389.9K | 0.04% | +4,800 | New |
| Wrapmanager Inc | 4,797 | $389.6K | 0.11% | −726−13.1% | Reduced |