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, Q1 2024
Institutional positions in American Electric Power Co Inc as of Mar 31, 2024. 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
- 1,353
- +15 vs. Q4 2023
- Shares held
- 402.9M
- +7.22M (+1.8%) vs. Q4 2023
- Total value
- $34.6B
- +$2.44B (+7.6%) vs. Q4 2023
- New holders
- 135
- 545 more added
- Sold out
- 120
- 463 more reduced
14 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 4,101 | $353.1K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 4,106 | $353.5K | 0.24% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 4,120 | $354.7K | 0.13% | −800−16.3% | Reduced |
| Insigneo Advisory Services, LLC | 4,124 | $355.1K | 0.04% | −798−16.2% | Reduced |
| DAGCO, Inc. | 4,150 | $357.4K | 0.16% | +3,923+1,728.2% | Added |
| Apella Capital, LLC | 4,202 | $357.5K | 0.02% | +25+0.6% | Added |
| Sierra Summit Advisors LLC | 4,163 | $358.4K | 0.10% | −1,688−28.8% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 4,166 | $358.7K | 0.32% | −50−1.2% | Reduced |
| Clearstead Advisors, LLC | 3,923 | $359.1K | 0.02% | −674−14.7% | Reduced |
| Pacifica Partners Inc. | 4,356 | $360.7K | 0.16% | +340+8.5% | Added |
| Symmetry Partners, LLC | 4,193 | $361.0K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,218 | $363.2K | 0.07% | +57+1.4% | Added |
| McDonald Partners LLC | 4,226 | $363.9K | 0.10% | −50−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 4,281 | $368.6K | 0.06% | −1,064−19.9% | Reduced |
| CNB Bank | 4,289 | $369.3K | 0.18% | +3,608+529.8% | Added |
| Parsons Capital Management Inc | 4,296 | $369.9K | 0.03% | −250−5.5% | Reduced |
| Taylor Financial Group, Inc. | 4,310 | $371.1K | 0.28% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,314 | $371.4K | 0.01% | +179+4.3% | Added |
| Monetary Management Group Inc | 4,320 | $372.0K | 0.10% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,325 | $372.4K | 0.01% | −31−0.7% | Reduced |
| AlphaStar Capital Management, LLC | 4,326 | $372.5K | 0.04% | +298+7.4% | Added |
| Evercore Wealth Management, LLC | 4,332 | $373.0K | 0.01% | −141−3.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,336 | $373.3K | 0.11% | +459+11.8% | Added |
| Advisors Capital Management, LLC | 4,344 | $374.0K | 0.01% | +222+5.4% | Added |
| Sterling Wealth Management, Inc. | 4,351 | $374.6K | 0.19% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,352 | $374.7K | 0.02% | −417−8.7% | Reduced |
| Nilsine Partners, LLC | 4,356 | $375.1K | 0.05% | −87−2.0% | Reduced |
| Independent Financial Group, LLC | 4,362 | $375.6K | 0.02% | −767−15.0% | Reduced |
| Harbour Trust & Investment Management Co | 4,367 | $376.0K | 0.05% | −1,118−20.4% | Reduced |
| ICA Group Wealth Management, LLC | 4,408 | $379.5K | 0.08% | −66−1.5% | Reduced |
| HF Advisory Group, LLC | 4,422 | $380.7K | 0.21% | +302+7.3% | Added |
| Wedmont Private Capital | 4,492 | $382.2K | 0.03% | −80−1.7% | Reduced |
| Heartland Bank & Trust Co | 4,439 | $382.2K | 0.22% | +4,439 | New |
| Continuum Advisory, LLC | 4,211 | $383.0K | 0.06% | −1,702−28.8% | Reduced |
| Capital Investment Advisory Services, LLC | 4,465 | $384.5K | 0.04% | −311−6.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,467 | $384.6K | 0.03% | −68−1.5% | Reduced |
| Parkside Financial Bank & Trust | 4,473 | $385.1K | 0.06% | +2,495+126.1% | Added |
| Smith Chas P & Associates Pa Cpas | 4,482 | $385.9K | 0.02% | −395−8.1% | Reduced |
| BBR Partners, LLC | 4,500 | $387.4K | 0.03% | +4,500 | New |
| Cornerstone Wealth Management, LLC | 4,545 | $391.3K | 0.03% | −205−4.3% | Reduced |
| Advisory Alpha, LLC | 4,548 | $391.6K | 0.02% | +283+6.6% | Added |
| Aull & Monroe Investment Management Corp | 4,574 | $393.8K | 0.18% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,572 | $394.0K | 0.07% | +298+7.0% | Added |
| Leonteq Securities AG | 4,591 | $395.2K | 0.05% | −1,589−25.7% | Reduced |
| Strategic Financial Concepts, LLC | 4,603 | $396.3K | 0.10% | +39+0.9% | Added |
| Private Portfolio Partners LLC | 4,607 | $396.7K | 0.08% | +10.0% | Added |
| Midwest Professional Planners, LTD. | 4,610 | $396.9K | 0.14% | +515+12.6% | Added |
| Avantax Planning Partners, Inc. | 4,654 | $400.7K | 0.01% | −836−15.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,680 | $403.0K | 0.03% | +20.0% | Added |
| Clarius Group, LLC | 4,683 | $403.2K | 0.03% | −688−12.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,702 | $404.8K | 0.16% | +12+0.3% | Added |
| Danske Bank A/S | 4,702 | $404.8K | 0.00% | +4,702 | New |
| Institute for Wealth Management, LLC. | 4,709 | $405.5K | 0.05% | +165+3.6% | Added |
| Rossmore Private Capital | 4,752 | $409.1K | 0.05% | −800−14.4% | Reduced |
| Syon Capital LLC | 4,762 | $410.0K | 0.04% | +349+7.9% | Added |
| Fee-Only Financial Planning, L.C. | 4,769 | $410.6K | 0.28% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,775 | $411.1K | 0.13% | −991−17.2% | Reduced |
| Kavar Capital Partners Group, LLC | 4,784 | $411.9K | 0.08% | −4,784−50.0% | Reduced |
| Martingale Asset Management L P | 4,786 | $412.1K | 0.01% | −7,100−59.7% | Reduced |
| Nixon Peabody Trust Co | 4,800 | $413.3K | 0.04% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 4,800 | $413.3K | 0.06% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,807 | $413.9K | 0.01% | +197+4.3% | Added |
| Plan Group Financial, LLC | 4,814 | $414.5K | 0.27% | +1,544+47.2% | Added |
| Gables Capital Management Inc. | 4,818 | $414.8K | 0.23% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,829 | $415.8K | 0.14% | −82−1.7% | Reduced |
| Cobblestone Capital Advisors LLC | 4,830 | $415.9K | 0.03% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 4,834 | $416.2K | 0.10% | −46−0.9% | Reduced |
| Global Retirement Partners, LLC | 4,842 | $416.9K | 0.02% | −4,337−47.2% | Reduced |
| Centre Asset Management, LLC | 4,840 | $417.0K | 0.10% | −169−3.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,855 | $418.0K | 0.33% | +25+0.5% | Added |
| Centennial Bank | 4,859 | $418.4K | 0.21% | −376−7.2% | Reduced |
| Norden Group LLC | 4,867 | $419.1K | 0.09% | +4,867 | New |
| Leo Wealth, LLC | 4,929 | $419.7K | 0.04% | +86+1.8% | Added |
| Northwest Bancshares, Inc. | 4,877 | $419.9K | 0.07% | +1,930+65.5% | Added |
| Franklin Street Advisors Inc | 4,890 | $421.0K | 0.03% | −1,400−22.3% | Reduced |
| Flputnam Investment Management Co | 4,899 | $421.8K | 0.01% | −335−6.4% | Reduced |
| Lanham O'Dell & Company, Inc. | 4,910 | $422.7K | 0.24% | −3,075−38.5% | Reduced |
| Avestar Capital, LLC | 4,942 | $425.5K | 0.05% | +2,134+76.0% | Added |
| Bank of Stockton | 4,951 | $426.3K | 0.13% | +685+16.1% | Added |
| Cassaday & Co Wealth Management LLC | 4,952 | $426.4K | 0.01% | +1,029+26.2% | Added |
| Rothschild Investment LLC | 4,963 | $427.3K | 0.03% | +52+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,964 | $427.4K | 0.01% | −10−0.2% | Reduced |
| 9258 Wealth Management, LLC | 4,967 | $427.7K | 0.07% | +10+0.2% | Added |
| Hexagon Capital Partners LLC | 4,985 | $429.2K | 0.10% | +10+0.2% | Added |
| TCG Advisory Services, LLC | 4,989 | $429.6K | 0.02% | +41+0.8% | Added |
| Atomi Financial Group, Inc. | 5,002 | $430.7K | 0.04% | +1,238+32.9% | Added |
| Cohen Investment Advisors LLC | 5,021 | $432.3K | 0.28% | −156−3.0% | Reduced |
| Rench Wealth Management, Inc. | 5,041 | $434.1K | 0.17% | −38,970−88.5% | Reduced |
| Summit Financial Strategies, Inc. | 5,042 | $434.1K | 0.06% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 5,070 | $436.6K | 0.08% | +2,470+95.0% | Added |
| Sky Investment Group LLC | 5,117 | $440.6K | 0.08% | −100−1.9% | Reduced |
| Focus Financial Network, Inc. | 5,341 | $440.9K | 0.02% | +5,341 | New |
| PFG Advisors | 5,125 | $441.3K | 0.03% | +250+5.1% | Added |
| Anchor Investment Management, LLC | 5,157 | $444.0K | 0.05% | −487−8.6% | Reduced |
| Strategic Investment Advisors | 5,158 | $444.1K | 0.06% | +1,139+28.3% | Added |
| E Fund Management Co., Ltd. | 5,181 | $446.1K | 0.03% | −45−0.9% | Reduced |
| Dearborn Partners LLC | 5,197 | $447.5K | 0.02% | −448−7.9% | Reduced |
| Mission Wealth Management, LP | 5,234 | $450.6K | 0.01% | +722+16.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 5,238 | $451.0K | 0.05% | +134+2.6% | Added |
| Ironwood Investment Counsel, LLC | 5,250 | $452.0K | 0.08% | 00.0% | Unchanged |