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 |
|---|---|---|---|---|---|
| Dakota Community Bank & Trust NA | 1,155 | $101.3K | 0.55% | +204+21.5% | Added |
| Redwood Wealth Management Group, LLC | 1,153 | $101.1K | 0.08% | +1,153 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,131 | $99.0K | 0.03% | +2+0.2% | Added |
| LFA - Lugano Financial Advisors SA | 1,125 | $98.7K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,111 | $97.5K | 0.01% | −8−0.7% | Reduced |
| Perkins Coie Trust Co | 1,040 | $91.2K | 0.02% | 00.0% | Unchanged |
| Chris Bulman Inc | 1,029 | $90.3K | 0.06% | +1,029 | New |
| Financial Avengers, Inc. | 1,021 | $89.6K | 0.05% | +10+1.0% | Added |
| Trifecta Capital Advisors, LLC | 1,010 | $88.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,001 | $87.7K | 0.03% | +61+6.5% | 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 |
| Sugarloaf Wealth Management, LLC | 987 | $86.6K | 0.02% | +259+35.6% | Added |
| Resources Management Corp | 978 | $86.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 958 | $84.1K | 0.18% | −1,419−59.7% | Reduced |
| Evermay Wealth Management LLC | 935 | $82.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 925 | $81.2K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 934 | $81.0K | 0.01% | −17−1.8% | Reduced |
| USA Financial Portformulas Corp | 913 | $80.1K | 0.01% | +896+5,270.6% | Added |
| Deseret Mutual Benefit Administrators | 908 | $79.7K | 0.04% | +14+1.6% | Added |
| Addison Advisors LLC | 902 | $79.1K | 0.03% | +116+14.8% | Added |
| McMahon Financial Advisors, LLC | 881 | $77.3K | 0.02% | +881 | New |
| Blue Bell Private Wealth Management, LLC | 874 | $76.7K | 0.02% | +37+4.4% | Added |
| WFA Asset Management Corp | 862 | $75.6K | 0.04% | +9+1.1% | Added |
| Duncker Streett & Co Inc | 851 | $74.7K | 0.01% | +18+2.2% | Added |
| Financial Freedom, LLC | 838 | $73.5K | 0.04% | +3+0.4% | Added |
| Tortoise Investment Management, LLC | 824 | $72.3K | 0.01% | −36−4.2% | Reduced |
| Atlantic Trust, LLC | 819 | $71.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 812 | $71.3K | 0.01% | +290+55.6% | Added |
| SOA Wealth Advisors, LLC. | 810 | $71.1K | 0.01% | −346−29.9% | Reduced |
| Capital Advisors, Ltd. LLC | 804 | $71.0K | 0.01% | −65−7.5% | Reduced |
| Horizon Bancorp Inc | 794 | $70.0K | 0.03% | −471−37.2% | Reduced |
| Sittner & Nelson, LLC | 794 | $69.7K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 791 | $69.4K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 781 | $68.5K | 0.00% | +781 | New |
| Loomis Sayles & Co L P | 774 | $68.0K | 0.00% | +571+281.3% | Added |
| Chelsea Counsel Co | 760 | $66.7K | 0.03% | +500+192.3% | Added |
| Cyrus J. Lawrence, LLC | 756 | $66.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 751 | $65.9K | 0.03% | +1+0.1% | Added |
| Operose Advisors LLC | 742 | $65.1K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 733 | $64.3K | 0.01% | −32−4.2% | Reduced |
| Lynx Investment Advisory | 725 | $63.6K | 0.05% | +725 | New |
| Avalon Trust Co | 722 | $63.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 720 | $63.2K | 0.06% | 00.0% | Unchanged |
| Emfo, LLC | 719 | $63.1K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 707 | $62.0K | 0.01% | −3,015−81.0% | Reduced |
| Atticus Wealth Management, LLC | 666 | $58.4K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 654 | $57.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 650 | $57.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 625 | $54.8K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 607 | $53.3K | 0.03% | +607 | New |
| Mascoma Wealth Management LLC | 600 | $52.6K | 0.01% | +600 | New |
| Olistico Wealth, LLC | 600 | $52.6K | 0.03% | +600 | New |
| Frazier Financial Advisors, LLC | 596 | $52.3K | 0.04% | −54−8.3% | Reduced |
| New Millennium Group LLC | 590 | $51.8K | 0.03% | +590 | New |
| Crewe Advisors LLC | 579 | $50.8K | 0.01% | +339+141.3% | Added |
| Ridgewood Investments LLC | 577 | $50.6K | 0.03% | +577 | New |
| Insight Financial Services | 571 | $50.1K | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 567 | $49.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 559 | $49.0K | 0.01% | +30+5.7% | Added |
| CKW Financial Group | 550 | $48.0K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 545 | $47.8K | 0.02% | +545 | New |
| Plante Moran Financial Advisors, LLC | 539 | $47.3K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 528 | $46.3K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 520 | $46.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 524 | $46.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 521 | $45.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 515 | $45.2K | 0.00% | +16+3.2% | Added |
| Pin Oak Investment Advisors Inc | 508 | $45.0K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 511 | $44.8K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 510 | $44.7K | 0.00% | −28−5.2% | Reduced |
| Atlas Capital Advisors LLC | 506 | $44.4K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 508 | $44.3K | 0.04% | +508 | New |
| Barrett & Company, Inc. | 503 | $44.1K | 0.02% | +5+1.0% | Added |
| TFC Financial Management | 501 | $43.9K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 500 | $43.9K | 0.01% | −4−0.8% | Reduced |
| Piscataqua Savings Bank | 500 | $43.9K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 500 | $43.9K | 0.02% | +500 | New |
| Byrne Asset Management LLC | 490 | $43.3K | 0.03% | −50−9.3% | Reduced |
| Smithfield Trust Co | 482 | $43.0K | 0.00% | −260−35.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $43.0K | 0.02% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $42.3K | 0.04% | – | New |
| JNBA Financial Advisors | 479 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 465 | $40.8K | 0.02% | −343−42.5% | Reduced |
| Boyd Watterson Asset Management LLC | 460 | $40.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 455 | $39.9K | 0.00% | −10,553−95.9% | Reduced |
| Silvant Capital Management LLC | 439 | $38.5K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 438 | $38.0K | 0.02% | +150+52.1% | Added |
| First Personal Financial Services | 426 | $37.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 404 | $35.4K | 0.00% | +365+935.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 403 | $35.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 400 | $35.1K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 385 | $33.8K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 380 | $33.3K | 0.04% | −220−36.7% | Reduced |
| First Financial Corp | 380 | $33.3K | 0.02% | −50−11.6% | Reduced |
| Coppell Advisory Solutions LLC | 370 | $32.5K | 0.01% | +370 | New |
| University of Texas/Texas Am Investment Managment Co | 365 | $32.0K | 0.01% | −365−50.0% | Reduced |
| West Oak Capital, LLC | 360 | $31.6K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 334 | $31.2K | 0.01% | −90−21.2% | Reduced |
| FSC Wealth Advisors, LLC | 350 | $30.7K | 0.02% | 00.0% | Unchanged |