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 2024
Institutional positions in American Electric Power Co Inc as of Dec 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
- 1,526
- +56 vs. Q3 2024
- Shares held
- 410.0M
- +1.98M (+0.5%) vs. Q3 2024
- Total value
- $37.8B
- −$3.99B (−9.5%) vs. Q3 2024
- New holders
- 199
- 585 more added
- Sold out
- 143
- 515 more reduced
29 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,277 | $486.7K | 0.01% | +208+4.1% | Added |
| Aberdeen Wealth Management LLC | 5,283 | $487.3K | 0.33% | −150−2.8% | Reduced |
| High Net Worth Advisory Group LLC | 5,283 | $487.3K | 0.14% | −1,200−18.5% | Reduced |
| Ronald Blue Trust, Inc. | 5,288 | $487.7K | 0.01% | −1,821−25.6% | Reduced |
| CFS Investment Advisory Services, LLC | 5,307 | $489.0K | 0.04% | +799+17.7% | Added |
| Rothschild Investment LLC | 5,306 | $489.4K | 0.03% | +304+6.1% | Added |
| Vise Technologies, Inc. | 5,340 | $492.5K | 0.04% | +1,617+43.4% | Added |
| Confluence Wealth Services, Inc. | 5,101 | $497.1K | 0.03% | 00.0% | Unchanged |
| City State Bank | 5,405 | $498.5K | 0.18% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,413 | $500.0K | 0.09% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,426 | $500.5K | 0.04% | −293−5.1% | Reduced |
| Gladstone Institutional Advisory LLC | 5,457 | $503.3K | 0.02% | +100+1.9% | Added |
| Atwood & Palmer Inc | 5,500 | $507.3K | 0.03% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,500 | $507.3K | 0.02% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,508 | $508.0K | 0.02% | −222−3.9% | Reduced |
| Taylor Financial Group, Inc. | 5,510 | $508.2K | 0.35% | +1,200+27.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,523 | $509.4K | 0.02% | +1,817+49.0% | Added |
| Atlantic Union Bankshares Corp | 5,527 | $509.7K | 0.03% | −249−4.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,600 | $516.5K | 0.05% | −500−8.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,605 | $517.0K | 0.14% | −21−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 5,607 | $517.1K | 0.02% | −1,976−26.1% | Reduced |
| Bank Ozk | 5,638 | $520.0K | 0.22% | −270−4.6% | Reduced |
| Franklin Street Advisors Inc | 5,685 | $524.0K | 0.03% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 5,700 | $525.7K | 0.12% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,717 | $527.3K | 0.02% | +390+7.3% | Added |
| Stanley-Laman Group, Ltd. | 5,778 | $532.9K | 0.07% | −4−0.1% | Reduced |
| Northcape Wealth Management, LLC | 5,798 | $534.8K | 0.17% | 00.0% | Unchanged |
| Smart Money Group LLC | 5,819 | $536.7K | 0.19% | +55+1.0% | Added |
| Arete Wealth Advisors, LLC | 5,847 | $538.0K | 0.04% | +1,147+24.4% | Added |
| Fifth Third Wealth Advisors LLC | 5,883 | $542.6K | 0.03% | +501+9.3% | Added |
| Family Legacy, Inc. | 5,884 | $542.9K | 0.18% | −124−2.1% | Reduced |
| Diversified Trust Co | 6,103 | $562.9K | 0.01% | +478+8.5% | Added |
| Midwest Professional Planners, LTD. | 6,126 | $565.0K | 0.17% | +525+9.4% | Added |
| Prudent Man Advisors, LLC | 6,147 | $566.9K | 0.21% | −820−11.8% | Reduced |
| Bryn Mawr Trust Co | 6,162 | $568.3K | 0.01% | +425+7.4% | Added |
| Blue Chip Partners, Inc. | 6,196 | $571.5K | 0.05% | −616−9.0% | Reduced |
| Global Retirement Partners, LLC | 6,198 | $571.7K | 0.02% | +444+7.7% | Added |
| SageView Advisory Group, LLC | 6,219 | $573.6K | 0.02% | −455−6.8% | Reduced |
| BancorpSouth Bank | 6,232 | $574.8K | 0.04% | −1,274−17.0% | Reduced |
| Parcion Private Wealth LLC | 6,236 | $575.1K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 6,240 | $576.0K | 0.04% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 6,248 | $576.3K | 0.48% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 6,250 | $576.3K | 0.01% | −412−6.2% | Reduced |
| Wedmont Private Capital | 6,165 | $576.4K | 0.03% | +1,111+22.0% | Added |
| Clarity Financial LLC | 6,277 | $578.9K | 0.07% | −348−5.3% | Reduced |
| Essex Financial Services, Inc. | 6,305 | $581.5K | 0.04% | +192+3.1% | Added |
| Stratos Wealth Advisors, LLC | 6,338 | $584.6K | 0.03% | −1,532−19.5% | Reduced |
| Nations Financial Group Inc, | 6,373 | $587.8K | 0.04% | −932−12.8% | Reduced |
| Little House Capital LLC | 6,393 | $589.6K | 0.17% | +6,393 | New |
| W.H. Cornerstone Investments Inc. | 6,398 | $590.1K | 0.39% | +3,026+89.7% | Added |
| Modera Wealth Management, LLC | 6,402 | $590.5K | 0.01% | +548+9.4% | Added |
| Stonegate Investment Group, LLC | 6,415 | $591.6K | 0.02% | −434−6.3% | Reduced |
| Dearborn Partners LLC | 6,442 | $594.1K | 0.02% | +194+3.1% | Added |
| IFP Advisors, Inc | 6,416 | $594.9K | 0.02% | −12,437−66.0% | Reduced |
| Bank & Trust Co | 6,496 | $599.1K | 0.50% | −284−4.2% | Reduced |
| Mendel Money Management | 6,500 | $599.5K | 0.27% | +60+0.9% | Added |
| Rehmann Capital Advisory Group | 6,523 | $601.7K | 0.04% | +264+4.2% | Added |
| Bard Financial Services, Inc. | 6,530 | $602.3K | 0.07% | −625−8.7% | Reduced |
| Trust Co of Virginia | 6,545 | $603.6K | 0.06% | −20−0.3% | Reduced |
| Advisor OS, LLC | 6,547 | $603.9K | 0.07% | +346+5.6% | Added |
| Farther Finance Advisors, LLC | 6,558 | $604.9K | 0.02% | −684−9.4% | Reduced |
| Kuhn & Co Investment Counsel | 6,568 | $605.8K | 0.52% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,599 | $608.6K | 0.04% | −39−0.6% | Reduced |
| South State Corp. | 6,611 | $609.7K | 0.04% | +102+1.6% | Added |
| Alpha Family Trust | 6,650 | $613.3K | 0.34% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 6,650 | $613.3K | 0.09% | +602+10.0% | Added |
| Powell Investment Advisors, LLC | 6,709 | $618.8K | 0.29% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 6,710 | $618.9K | 0.29% | −15−0.2% | Reduced |
| Ti-Trust, Inc | 6,713 | $619.1K | 0.41% | −123−1.8% | Reduced |
| KCM Investment Advisors LLC | 6,747 | $622.3K | 0.02% | +353+5.5% | Added |
| Private Capital Management, LLC | 6,750 | $622.6K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,757 | $623.2K | 0.05% | −106−1.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,788 | $626.0K | 0.08% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 6,810 | $628.0K | 0.51% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 6,830 | $629.9K | 0.31% | −294−4.1% | Reduced |
| Welch Group, LLC | 6,871 | $632.6K | 0.03% | +19+0.3% | Added |
| King Luther Capital Management Corp | 6,872 | $633.8K | 0.00% | −52−0.8% | Reduced |
| Peddock Capital Advisors, LLC | 6,904 | $636.8K | 0.15% | +205+3.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,935 | $639.6K | 0.07% | −11−0.2% | Reduced |
| Citizens Financial Group Inc | 6,947 | $640.7K | 0.01% | +4,933+244.9% | Added |
| Portside Wealth Group, LLC | 7,054 | $650.6K | 0.11% | +289+4.3% | Added |
| Chicago Capital, LLC | 7,055 | $650.7K | 0.02% | +409+6.2% | Added |
| Sagespring Wealth Partners, LLC | 7,061 | $651.2K | 0.02% | +7,061 | New |
| Grove Bank & Trust | 7,092 | $654.1K | 0.09% | +5,771+436.9% | Added |
| Legacy Advisors, LLC | 7,122 | $656.9K | 0.06% | −10.0% | Reduced |
| Harold Davidson & Associates Inc. | 7,152 | $659.6K | 0.32% | +7,152 | New |
| HM Payson & Co | 7,159 | $660.3K | 0.01% | −26−0.4% | Reduced |
| Seelaus Asset Management LLC | 7,175 | $661.8K | 0.60% | +300+4.4% | Added |
| MKT Advisors LLC | 6,809 | $662.2K | 0.29% | −298−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 7,186 | $662.8K | 0.04% | +5,843+435.1% | Added |
| Buckingham Capital Management, Inc. | 7,209 | $664.9K | 0.08% | −321−4.3% | Reduced |
| Ethic Inc. | 7,224 | $666.3K | 0.01% | +7,224 | New |
| Pettyjohn, Wood & White, Inc | 7,298 | $673.1K | 0.12% | +4+0.1% | Added |
| Cornerstone Advisory, LLC | 6,618 | $673.9K | 0.08% | +596+9.9% | Added |
| Congress Wealth Management LLC | 7,322 | $675.4K | 0.01% | +7,322 | New |
| Atomi Financial Group, Inc. | 7,325 | $675.6K | 0.03% | −1,339−15.5% | Reduced |
| Twinbeech Capital LP | 7,379 | $680.6K | 0.01% | −464,670−98.4% | Reduced |
| Sierra Summit Advisors LLC | 7,407 | $683.1K | 0.14% | +749+11.2% | Added |
| Empire Financial Management Company, LLC | 7,475 | $689.5K | 0.22% | 00.0% | Unchanged |
| Twin Capital Management Inc | 7,484 | $690.2K | 0.08% | −240−3.1% | Reduced |