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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 4,776 | $387.9K | 0.04% | +1,462+44.1% | Added |
| St Germain D J Co Inc | 4,769 | $387.3K | 0.02% | −831−14.8% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,769 | $387.3K | 0.28% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,572 | $386.4K | 0.03% | +834+22.3% | Added |
| Vinva Investment Management Ltd | 4,750 | $386.3K | 0.03% | +1,302+37.8% | Added |
| Cornerstone Wealth Management, LLC | 4,750 | $385.8K | 0.03% | −296−5.9% | Reduced |
| Eagle Strategies LLC | 4,734 | $384.5K | 0.08% | +494+11.7% | Added |
| Sterling Investment Counsel, LLC | 4,704 | $382.1K | 0.19% | +4,704 | New |
| First Trust Investment Solutions L.P. | 4,698 | $381.6K | 0.08% | +4,698 | New |
| Roanoke Asset Management Corp | 4,690 | $381.0K | 0.14% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 4,690 | $381.0K | 0.16% | −1,025−17.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,678 | $380.0K | 0.03% | +143+3.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,610 | $374.4K | 0.01% | −626−12.0% | Reduced |
| Private Portfolio Partners LLC | 4,606 | $374.1K | 0.09% | −288−5.9% | Reduced |
| Harvest Fund Management Co., Ltd | 4,621 | $374.0K | 0.06% | +567+14.0% | Added |
| Clearstead Advisors, LLC | 4,597 | $373.3K | 0.02% | −1,073−18.9% | Reduced |
| Fox Run Management, L.L.C. | 4,594 | $373.1K | 0.10% | +4,594 | New |
| Clough Capital Partners L P | 4,591 | $372.9K | 0.04% | +625+15.8% | Added |
| Aull & Monroe Investment Management Corp | 4,574 | $371.5K | 0.18% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,566 | $370.8K | 0.02% | −1,546−25.3% | Reduced |
| Strategic Financial Concepts, LLC | 4,564 | $370.7K | 0.22% | −38−0.8% | Reduced |
| Parsons Capital Management Inc | 4,546 | $369.2K | 0.03% | −100−2.2% | Reduced |
| Jarislowsky, Fraser Ltd | 4,545 | $369.1K | 0.00% | +4,545 | New |
| Institute for Wealth Management, LLC. | 4,544 | $369.1K | 0.06% | −61−1.3% | Reduced |
| Everett Harris & Co | 4,541 | $368.8K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,535 | $368.4K | 0.03% | +10.0% | Added |
| Mission Wealth Management, LP | 4,512 | $366.4K | 0.01% | −6−0.1% | Reduced |
| Ethic Inc. | 4,479 | $363.8K | 0.01% | +4,479 | New |
| ICA Group Wealth Management, LLC | 4,474 | $363.4K | 0.08% | +1,542+52.6% | Added |
| Evercore Wealth Management, LLC | 4,473 | $363.3K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 4,635 | $363.3K | 0.12% | +4,635 | New |
| Nilsine Partners, LLC | 4,443 | $360.9K | 0.06% | −43−1.0% | Reduced |
| LexAurum Advisors, LLC | 4,423 | $359.3K | 0.09% | −95−2.1% | Reduced |
| Syon Capital LLC | 4,413 | $358.4K | 0.04% | +4,413 | New |
| Morningstar Investment Services LLC | 4,384 | $357.0K | 0.00% | +4,384 | New |
| Welch & Forbes LLC | 4,356 | $353.8K | 0.01% | −3−0.1% | Reduced |
| Sterling Wealth Management, Inc. | 4,351 | $353.4K | 0.20% | +4,351 | New |
| Spears Abacus Advisors LLC | 4,350 | $353.3K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,320 | $350.9K | 0.11% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 4,310 | $350.1K | 0.29% | +4,310 | New |
| GDS Wealth Management | 4,289 | $348.4K | 0.05% | −325−7.0% | Reduced |
| Apella Capital, LLC | 4,177 | $348.4K | 0.02% | +4,177 | New |
| McDonald Partners LLC | 4,276 | $347.3K | 0.10% | −115−2.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,275 | $347.2K | 0.04% | −17,943−80.8% | Reduced |
| CFS Investment Advisory Services, LLC | 4,274 | $347.0K | 0.06% | +417+10.8% | Added |
| Advisory Alpha, LLC | 4,265 | $346.4K | 0.02% | +473+12.5% | Added |
| Next Capital Management LLC | 4,220 | $342.7K | 0.15% | +4,220 | New |
| Klein Pavlis & Peasley Financial, Inc. | 4,216 | $342.4K | 0.32% | +4,216 | New |
| City Holding Co | 4,210 | $341.9K | 0.06% | −417−9.0% | Reduced |
| Symmetry Partners, LLC | 4,193 | $341.0K | 0.02% | −371−8.1% | Reduced |
| Coastal Investment Advisors, Inc. | 4,161 | $337.9K | 0.08% | −556−11.8% | Reduced |
| Guardian Wealth Management, Inc. | 4,159 | $337.8K | 0.29% | −1,457−25.9% | Reduced |
| Principal Securities, Inc. | 4,135 | $335.8K | 0.01% | +4,135 | New |
| Mark Sheptoff Financial Planning, LLC | 4,125 | $335.0K | 0.20% | +1,300+46.0% | Added |
| Advisors Capital Management, LLC | 4,122 | $335.0K | 0.01% | +4,122 | New |
| HF Advisory Group, LLC | 4,120 | $334.6K | 0.21% | +324+8.5% | Added |
| Aureus Asset Management, LLC | 4,118 | $334.5K | 0.02% | −73−1.7% | Reduced |
| David J Yvars Group | 4,106 | $333.5K | 0.27% | 00.0% | Unchanged |
| Diversified Trust Co | 4,103 | $333.2K | 0.01% | −1,362−24.9% | Reduced |
| Los Angeles Capital Management LLC | 4,101 | $333.1K | 0.00% | +125+3.1% | Added |
| Midwest Professional Planners, LTD. | 4,095 | $332.6K | 0.13% | +180+4.6% | Added |
| Bank of Stockton | 4,266 | $331.5K | 0.11% | +655+18.1% | Added |
| Wealthcare Advisory Partners LLC | 4,059 | $329.6K | 0.01% | −888−18.0% | Reduced |
| Magnus Financial Group LLC | 4,053 | $329.2K | 0.04% | +121+3.1% | Added |
| Graham Capital Management, L.P. | 4,051 | $329.0K | 0.01% | +4,051 | New |
| Hazlett, Burt & Watson, Inc. | 4,044 | $329.0K | 0.22% | +126+3.2% | Added |
| Harbor Investment Advisory, LLC | 4,047 | $328.7K | 0.04% | +317+8.5% | Added |
| Transcend Wealth Collective, LLC | 4,041 | $328.2K | 0.03% | −874−17.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,041 | $328.2K | 0.04% | +750+22.8% | Added |
| AlphaStar Capital Management, LLC | 4,028 | $327.2K | 0.03% | +4,028 | New |
| BKM Wealth Management, LLC | 4,025 | $326.9K | 0.14% | +4,025 | New |
| Strategic Investment Advisors | 4,019 | $326.4K | 0.05% | −1,588−28.3% | Reduced |
| Marathon Strategic Advisors, LLC | 3,988 | $323.9K | 0.44% | +3,988 | New |
| Cassaday & Co Wealth Management LLC | 3,923 | $318.6K | 0.01% | +49+1.3% | Added |
| Pacifica Partners Inc. | 4,016 | $318.5K | 0.16% | +3,625+927.1% | Added |
| Centennial Wealth Advisory LLC | 3,902 | $316.9K | 0.16% | +325+9.1% | Added |
| Summit Global Investments | 3,877 | $315.0K | 0.02% | −21,225−84.6% | Reduced |
| Keudell/Morrison Wealth Management | 3,877 | $314.9K | 0.10% | −435−10.1% | Reduced |
| Northeast Investment Management | 3,872 | $314.5K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,864 | $313.8K | 0.10% | −205−5.0% | Reduced |
| apricus wealth, LLC | 3,862 | $313.7K | 0.24% | −665−14.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,851 | $312.8K | 0.04% | −8,844−69.7% | Reduced |
| Lockerman Financial Group, Inc. | 3,842 | $312.0K | 0.72% | +80+2.1% | Added |
| Conning Inc. | 3,831 | $311.2K | 0.01% | −30−0.8% | Reduced |
| Wulff, Hansen & Co. | 3,825 | $310.7K | 0.34% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,813 | $309.7K | 0.09% | +3,813 | New |
| Brendel Financial Advisors LLC | 3,786 | $307.0K | 0.20% | +3,786 | New |
| Truvestments Capital LLC | 3,779 | $306.9K | 0.14% | +3,779 | New |
| Atomi Financial Group, Inc. | 3,764 | $305.8K | 0.04% | +3,764 | New |
| John G Ullman & Associates Inc | 3,754 | $304.9K | 0.05% | −4,350−53.7% | Reduced |
| Cidel Asset Management Inc | 3,747 | $304.3K | 0.01% | +3,747 | New |
| Taylor Hoffman Wealth Management | 3,746 | $304.3K | 0.14% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,745 | $304.2K | 0.03% | 00.0% | Unchanged |
| City State Bank | 3,733 | $303.0K | 0.15% | +170+4.8% | Added |
| Atalanta Sosnoff Capital, LLC | 3,727 | $302.7K | 0.01% | −567−13.2% | Reduced |
| Ostrum Asset Management | 3,722 | $302.3K | 0.03% | +16+0.4% | Added |
| Swisher Financial Concepts, Inc. | 3,723 | $301.0K | 0.29% | +3,723 | New |
| Barnes Pettey Financial Advisors, LLC | 3,688 | $299.5K | 0.24% | 00.0% | Unchanged |
| Pacitti Group Inc. | 3,686 | $299.4K | 0.19% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,674 | $298.4K | 0.03% | 00.0% | Unchanged |