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, Q3 2024
Institutional positions in American Electric Power Co Inc as of Sep 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
- 1,499
- +85 vs. Q2 2024
- Shares held
- 410.6M
- +52.6M (+14.7%) vs. Q2 2024
- Total value
- $42.1B
- +$10.6B (+33.9%) vs. Q2 2024
- New holders
- 164
- 559 more added
- Sold out
- 79
- 514 more reduced
12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MQS Management LLC | 4,138 | $424.6K | 0.24% | +4,138 | New |
| DAGCO, Inc. | 4,160 | $426.8K | 0.18% | +4+0.1% | Added |
| Caldwell Trust Co | 4,172 | $428.0K | 0.04% | +411+10.9% | Added |
| Siemens Fonds Invest GmbH | 4,237 | $434.7K | 0.03% | +972+29.8% | Added |
| Apella Capital, LLC | 4,272 | $435.0K | 0.02% | +23+0.5% | Added |
| Principal Securities, Inc. | 4,255 | $436.5K | 0.01% | +353+9.0% | Added |
| Independent Financial Group, LLC | 4,271 | $438.3K | 0.02% | −36−0.8% | Reduced |
| Centennial Wealth Advisory LLC | 4,272 | $438.3K | 0.17% | +158+3.8% | Added |
| Essex Savings Bank | 4,274 | $438.5K | 0.11% | +897+26.6% | Added |
| NewEdge Wealth, LLC | 4,276 | $438.7K | 0.01% | +1,617+60.8% | Added |
| Savvy Advisors, Inc. | 4,284 | $439.5K | 0.09% | +277+6.9% | Added |
| Nilsine Partners, LLC | 4,285 | $439.6K | 0.06% | −71−1.6% | Reduced |
| Argyle Capital Management Inc. | 4,300 | $441.2K | 0.18% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 4,310 | $442.2K | 0.31% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,319 | $443.1K | 0.24% | −159−3.6% | Reduced |
| Pacifica Partners Inc. | 4,326 | $443.8K | 0.18% | +60+1.4% | Added |
| Monetary Management Group Inc | 4,333 | $444.6K | 0.11% | +13+0.3% | Added |
| Sterling Wealth Management, Inc. | 4,351 | $446.4K | 0.17% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,368 | $448.2K | 0.06% | +44+1.0% | Added |
| Gillespie Robinson & Grimm Inc | 4,374 | $448.8K | 0.03% | −650−12.9% | Reduced |
| Sterling Investment Counsel, LLC | 4,421 | $453.6K | 0.16% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 4,424 | $453.9K | 0.21% | −111−2.4% | Reduced |
| Ashton Thomas Securities, LLC | 4,424 | $454.0K | 0.09% | +709+19.1% | Added |
| NorthRock Partners, LLC | 4,434 | $454.8K | 0.01% | +169+4.0% | Added |
| Dark Forest Capital Management LP | 4,434 | $454.9K | 0.06% | +4,434 | New |
| Woodward Diversified Capital, LLC | 4,444 | $455.9K | 0.29% | −176−3.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,470 | $458.6K | 0.03% | −6−0.1% | Reduced |
| Sky Investment Group LLC | 4,470 | $458.6K | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,473 | $458.9K | 0.02% | +893+24.9% | Added |
| Parkside Financial Bank & Trust | 4,476 | $459.2K | 0.06% | +3+0.1% | Added |
| Chiron Capital Management, LLC | 4,505 | $462.2K | 0.41% | −1,301−22.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,509 | $462.6K | 0.07% | +4,509 | New |
| Syon Capital LLC | 4,510 | $462.7K | 0.04% | −36−0.8% | Reduced |
| CFS Investment Advisory Services, LLC | 4,508 | $463.0K | 0.04% | +4,508 | New |
| Summit Trail Advisors, LLC | 4,513 | $463.0K | 0.01% | +509+12.7% | Added |
| Capital Investment Advisory Services, LLC | 4,521 | $463.8K | 0.04% | +4+0.1% | Added |
| Centennial Bank | 4,539 | $465.7K | 0.21% | −50−1.1% | Reduced |
| Welch & Forbes LLC | 4,539 | $465.7K | 0.01% | +515+12.8% | Added |
| Focus Financial Network, Inc. | 4,547 | $466.5K | 0.02% | −352−7.2% | Reduced |
| Rossmore Private Capital | 4,552 | $467.0K | 0.06% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 4,553 | $467.1K | 0.37% | +99+2.2% | Added |
| Bridges Investment Management Inc | 4,569 | $468.8K | 0.01% | +74+1.6% | Added |
| AlphaStar Capital Management, LLC | 4,573 | $469.2K | 0.04% | −78−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 4,574 | $469.3K | 0.22% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,592 | $471.1K | 0.03% | −34−0.7% | Reduced |
| PFG Advisors | 4,630 | $475.0K | 0.03% | −175−3.6% | Reduced |
| Institute for Wealth Management, LLC. | 4,664 | $478.6K | 0.06% | −33−0.7% | Reduced |
| Avestar Capital, LLC | 4,678 | $480.1K | 0.05% | +120+2.6% | Added |
| Fulton Breakefield Broenniman LLC | 4,684 | $480.6K | 0.03% | −60−1.3% | Reduced |
| LexAurum Advisors, LLC | 4,685 | $480.7K | 0.11% | +4+0.1% | Added |
| Boothbay Fund Management, LLC | 4,694 | $481.6K | 0.02% | +4,694 | New |
| Arete Wealth Advisors, LLC | 4,700 | $482.0K | 0.04% | −479−9.2% | Reduced |
| Intrua Financial, LLC | 4,714 | $483.6K | 0.08% | −4,211−47.2% | Reduced |
| Private Portfolio Partners LLC | 4,722 | $484.5K | 0.09% | +4,722 | New |
| Barry Investment Advisors, LLC | 4,749 | $487.2K | 0.15% | −62−1.3% | Reduced |
| Eagle Strategies LLC | 4,764 | $488.8K | 0.09% | −389−7.5% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,769 | $489.3K | 0.31% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,792 | $491.7K | 0.08% | −45−0.9% | Reduced |
| Nixon Peabody Trust Co | 4,800 | $492.5K | 0.04% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 4,800 | $492.5K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,804 | $492.9K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,820 | $494.5K | 0.08% | +36+0.8% | Added |
| Wedmont Private Capital | 5,054 | $495.6K | 0.03% | +265+5.5% | Added |
| River & Mercantile Asset Management LLP | 4,834 | $495.9K | 0.11% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 4,847 | $497.3K | 0.30% | −720−12.9% | Reduced |
| Jupiter Asset Management Ltd | 4,847 | $497.3K | 0.00% | +4,847 | New |
| Cornell Pochily Investment Advisors, Inc. | 4,855 | $498.2K | 0.17% | −303−5.9% | Reduced |
| Bank of Hawaii | 4,879 | $500.6K | 0.02% | −353−6.7% | Reduced |
| Hexagon Capital Partners LLC | 4,880 | $500.7K | 0.10% | −98−2.0% | Reduced |
| Asset Dedication, LLC | 4,900 | $502.7K | 0.03% | −3,217−39.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,900 | $503.0K | 0.36% | +25+0.5% | Added |
| Tower Bridge Advisors | 4,920 | $504.8K | 0.05% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 4,928 | $505.6K | 0.06% | −100−2.0% | Reduced |
| Walleye Capital LLC | 4,942 | $507.0K | 0.01% | +207+4.4% | Added |
| Meridian Wealth Management, LLC | 4,956 | $508.5K | 0.02% | +4,956 | New |
| Lanham O'Dell & Company, Inc. | 4,982 | $511.1K | 0.29% | +34+0.7% | Added |
| WMS Partners, LLC | 5,000 | $513.0K | 0.03% | −119−2.3% | Reduced |
| Rothschild Investment LLC | 5,002 | $513.2K | 0.03% | +59+1.2% | Added |
| 9258 Wealth Management, LLC | 5,004 | $513.5K | 0.08% | +28+0.6% | Added |
| WBH Advisory Inc | 5,005 | $513.5K | 0.05% | −403−7.5% | Reduced |
| Roanoke Asset Management Corp | 5,025 | $516.0K | 0.16% | +110+2.2% | Added |
| Glenview Trust Co | 5,057 | $518.8K | 0.01% | +19+0.4% | Added |
| Parsons Capital Management Inc | 5,064 | $519.6K | 0.03% | +768+17.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,069 | $520.1K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 5,070 | $520.2K | 0.03% | +220+4.5% | Added |
| Platform Technology Partners | 5,093 | $522.5K | 0.16% | −31−0.6% | Reduced |
| Cornerstone Wealth Management, LLC | 5,099 | $523.1K | 0.04% | +320+6.7% | Added |
| Confluence Wealth Services, Inc. | 5,101 | $523.3K | 0.04% | +2,046+67.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,109 | $524.2K | 0.15% | +1,600+45.6% | Added |
| Anchor Investment Management, LLC | 5,157 | $529.1K | 0.05% | 00.0% | Unchanged |
| Investment House LLC | 5,166 | $530.0K | 0.03% | −67−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 5,200 | $533.5K | 0.02% | −299−5.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,203 | $533.8K | 0.04% | −38−0.7% | Reduced |
| BKM Wealth Management, LLC | 5,221 | $535.7K | 0.22% | +5,221 | New |
| Bank of Stockton | 5,240 | $537.6K | 0.16% | +178+3.5% | Added |
| Indiana Trust & Investment Management CO | 5,267 | $540.4K | 0.18% | −25−0.5% | Reduced |
| Capula Management Ltd | 5,291 | $542.9K | 0.01% | +5,291 | New |
| Blueshift Asset Management, LLC | 5,307 | $544.5K | 0.14% | +5,307 | New |
| Ironwood Investment Counsel, LLC | 5,316 | $545.4K | 0.09% | −113−2.1% | Reduced |
| Advisory Alpha, LLC | 5,327 | $546.7K | 0.02% | +220+4.3% | Added |