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, Q2 2024
Institutional positions in American Electric Power Co Inc as of Jun 30, 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
- 1,426
- +89 vs. Q1 2024
- Shares held
- 403.5M
- +1.19M (+0.3%) vs. Q1 2024
- Total value
- $35.4B
- +$862.0M (+2.5%) vs. Q1 2024
- New holders
- 157
- 547 more added
- Sold out
- 68
- 479 more reduced
16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 851 | $74.7K | 0.01% | +18+2.2% | Added |
| WFA Asset Management Corp | 862 | $75.6K | 0.04% | +9+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 874 | $76.7K | 0.02% | +37+4.4% | Added |
| McMahon Financial Advisors, LLC | 881 | $77.3K | 0.02% | +881 | New |
| Addison Advisors LLC | 902 | $79.1K | 0.03% | +116+14.8% | Added |
| Deseret Mutual Benefit Administrators | 908 | $79.7K | 0.04% | +14+1.6% | Added |
| USA Financial Portformulas Corp | 913 | $80.1K | 0.01% | +896+5,270.6% | Added |
| Valley National Advisers Inc | 934 | $81.0K | 0.01% | −17−1.8% | Reduced |
| Stephens Consulting, LLC | 925 | $81.2K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 935 | $82.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 958 | $84.1K | 0.18% | −1,419−59.7% | Reduced |
| Resources Management Corp | 978 | $86.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 987 | $86.6K | 0.02% | +259+35.6% | Added |
| Rocky Mountain Advisers, LLC | 1,000 | $87.7K | 0.03% | −39−3.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,000 | $87.7K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,001 | $87.7K | 0.03% | +61+6.5% | Added |
| Trifecta Capital Advisors, LLC | 1,010 | $88.6K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1,021 | $89.6K | 0.05% | +10+1.0% | Added |
| Chris Bulman Inc | 1,029 | $90.3K | 0.06% | +1,029 | New |
| Perkins Coie Trust Co | 1,040 | $91.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,111 | $97.5K | 0.01% | −8−0.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,125 | $98.7K | 0.08% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,131 | $99.0K | 0.03% | +2+0.2% | Added |
| Redwood Wealth Management Group, LLC | 1,153 | $101.1K | 0.08% | +1,153 | New |
| Dakota Community Bank & Trust NA | 1,155 | $101.3K | 0.55% | +204+21.5% | Added |
| Venturi Wealth Management, LLC | 1,224 | $107.4K | 0.01% | +160+15.0% | Added |
| Acima Private Wealth, LLC | 1,224 | $107.4K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,225 | $107.5K | 0.02% | −301−19.7% | Reduced |
| Y.D. More Investments Ltd | 1,226 | $107.6K | 0.01% | +1,226 | New |
| Princeton Global Asset Management LLC | 1,237 | $108.5K | 0.02% | +1+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 1,247 | $109.4K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,249 | $109.6K | 0.01% | +1,249 | New |
| AllSquare Wealth Management LLC | 1,260 | $110.6K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,285 | $112.7K | 0.01% | +692+116.7% | Added |
| Icon Wealth Advisors, LLC | 1,158 | $113.6K | 0.01% | −1,017−46.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,307 | $114.7K | 0.01% | +44+3.5% | Added |
| Westside Investment Management, Inc. | 1,337 | $117.3K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,339 | $117.5K | 0.01% | +12+0.9% | Added |
| Cassady Schiller Wealth Management, LLC | 1,344 | $117.9K | 0.05% | −600−30.9% | Reduced |
| Blume Capital Management, Inc. | 1,350 | $118.4K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,358 | $119.1K | 0.04% | −2,583−65.5% | Reduced |
| TSFG, LLC | 1,371 | $120.0K | 0.03% | +3+0.2% | Added |
| Family Firm, Inc. | 1,394 | $122.3K | 0.03% | +1,394 | New |
| Nemes Rush Group LLC | 1,403 | $123.1K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,418 | $124.4K | 0.02% | −2,008−58.6% | Reduced |
| S.A. Mason LLC | 1,465 | $128.5K | 0.07% | 00.0% | Unchanged |
| Key Financial Inc | 1,470 | $129.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,490 | $130.7K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,574 | $138.2K | 0.01% | −488−23.7% | Reduced |
| ORG Partners LLC | 1,617 | $141.4K | 0.02% | +1,432+774.1% | Added |
| Heritage Wealth Advisors | 1,657 | $145.4K | 0.01% | +400+31.8% | Added |
| CNB Bank | 1,687 | $148.0K | 0.07% | −2,602−60.7% | Reduced |
| Cromwell Holdings LLC | 1,731 | $151.9K | 0.09% | +1,731 | New |
| Hills Bank & Trust Co | 1,748 | $153.4K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,761 | $154.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,795 | $157.5K | 0.02% | −184−9.3% | Reduced |
| Smartleaf Asset Management LLC | 1,813 | $160.1K | 0.03% | +216+13.5% | Added |
| Pacific Center for Financial Services | 1,825 | $160.1K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,865 | $163.6K | 0.01% | +215+13.0% | Added |
| PEAK6 Investments LLC | 1,866 | $163.7K | 0.01% | +1,866 | New |
| American National Bank | 1,941 | $170.3K | 0.02% | +191+10.9% | Added |
| 1620 Investment Advisors, Inc. | 1,943 | $170.5K | 0.13% | +1,943 | New |
| CVA Family Office, LLC | 1,952 | $171.3K | 0.03% | −55−2.7% | Reduced |
| Independence Bank of Kentucky | 2,000 | $175.5K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $175.5K | 0.01% | +2,000 | New |
| Manchester Capital Management LLC | 2,034 | $178.5K | 0.02% | +248+13.9% | Added |
| Larson Financial Group LLC | 2,068 | $181.4K | 0.01% | +267+14.8% | Added |
| Silver Oak Securities, Inc | 2,084 | $182.8K | 0.03% | −31−1.5% | Reduced |
| Cranbrook Wealth Management, LLC | 2,109 | $185.0K | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 2,154 | $189.0K | 0.02% | −65−2.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,161 | $189.6K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,188 | $192.0K | 0.08% | +8+0.4% | Added |
| Virtus ETF Advisers LLC | 2,192 | $192.3K | 0.09% | −29−1.3% | Reduced |
| Sentry Investment Management LLC | 2,237 | $196.0K | 0.09% | −458−17.0% | Reduced |
| Fortress Wealth Group, LLC | 2,137 | $200.1K | 0.10% | +2,137 | New |
| Washington Trust Co | 2,283 | $200.3K | 0.01% | +638+38.8% | Added |
| Headinvest, LLC | 2,288 | $200.7K | 0.04% | +2,288 | New |
| Diversify Advisory Services, LLC | 2,292 | $201.0K | 0.01% | −622−21.3% | Reduced |
| Quotient Wealth Partners, LLC | 2,295 | $201.4K | 0.01% | +2,295 | New |
| Quent Capital, LLC | 2,296 | $201.4K | 0.02% | +192+9.1% | Added |
| Cornerstone Capital, Inc. | 2,300 | $201.8K | 0.02% | +2,300 | New |
| STAR Financial Bank | 2,303 | $202.1K | 0.16% | +2,303 | New |
| Bradley Foster & Sargent Inc | 2,307 | $202.4K | 0.00% | +2,307 | New |
| MCF Advisors LLC | 2,307 | $202.4K | 0.02% | +1,220+112.2% | Added |
| IFG Advisors, LLC | 2,310 | $202.7K | 0.05% | +2,310 | New |
| Phillips Wealth Planners LLC | 2,300 | $203.0K | 0.21% | +2,300 | New |
| Safeguard Investment Advisory Group, LLC | 2,317 | $203.3K | 0.06% | +2,317 | New |
| 3Chopt Investment Partners, LLC | 2,319 | $203.5K | 0.06% | +2,319 | New |
| Rockland Trust Co | 2,322 | $203.7K | 0.01% | −259−10.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,322 | $203.7K | 0.07% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,327 | $204.2K | 0.02% | −347−13.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,223 | $204.2K | 0.00% | +158+7.7% | Added |
| Insight Advisors, LLC | 2,329 | $204.3K | 0.04% | −4−0.2% | Reduced |
| Private Capital Advisors, Inc. | 2,335 | $205.0K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,344 | $205.6K | 0.10% | +143+6.5% | Added |
| Archford Capital Strategies, LLC | 2,345 | $205.8K | 0.03% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,352 | $206.4K | 0.03% | +28+1.2% | Added |
| Eagle Ridge Investment Management | 2,366 | $207.6K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,367 | $207.7K | 0.01% | −22−0.9% | Reduced |
| Gateway Wealth Partners, LLC | 2,370 | $207.9K | 0.06% | +2,370 | New |