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 2026
Institutional positions in American Electric Power Co Inc as of Mar 31, 2026. 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
- 1,940
- +107 vs. Q4 2025
- Shares held
- 455.8M
- +58.2M (+14.6%) vs. Q4 2025
- Total value
- $59.6B
- +$13.8B (+30.0%) vs. Q4 2025
- New holders
- 228
- 746 more added
- Sold out
- 121
- 629 more reduced
29 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 4,167 | $546.2K | 0.04% | +228+5.8% | Added |
| Calton & Associates, Inc. | 4,177 | $547.5K | 0.08% | −8,714−67.6% | Reduced |
| Waycross Partners, LLC | 4,180 | $547.9K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,071 | $549.9K | 0.04% | +99+2.5% | Added |
| Leonteq Securities AG | 4,218 | $552.7K | 0.03% | −1,100−20.7% | Reduced |
| Stanley-Laman Group, Ltd. | 4,227 | $554.1K | 0.07% | 00.0% | Unchanged |
| Vigilare Wealth Management | 4,229 | $554.3K | 0.19% | −144−3.3% | Reduced |
| Anchor Investment Management, LLC | 4,235 | $555.1K | 0.05% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 4,252 | $557.4K | 0.08% | −106−2.4% | Reduced |
| Heritage Wealth Management, Inc. | 4,260 | $558.4K | 0.28% | +458+12.0% | Added |
| Evergreen Wealth Solutions, LLC | 4,262 | $558.7K | 0.04% | +1,200+39.2% | Added |
| Panagora Asset Management Inc | 4,274 | $560.2K | 0.00% | +965+29.2% | Added |
| Baldwin Brothers Inc | 4,305 | $564.3K | 0.04% | +4,305 | New |
| Gibbs Wealth Management | 4,313 | $565.4K | 0.07% | +1,403+48.2% | Added |
| Bridges Investment Management Inc | 4,320 | $566.3K | 0.01% | −100−2.3% | Reduced |
| Monetary Management Group Inc | 4,320 | $566.3K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,326 | $567.1K | 0.08% | +775+21.8% | Added |
| Moneta Group Investment Advisors LLC | 4,352 | $570.4K | 0.00% | +380+9.6% | Added |
| Sterling Wealth Management, Inc. | 4,361 | $571.7K | 0.16% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 4,362 | $571.8K | 0.20% | −202−4.4% | Reduced |
| Gilbert & Cook, Inc. | 4,363 | $571.9K | 0.07% | +97+2.3% | Added |
| Finward Bancorp | 4,372 | $573.1K | 0.46% | −40−0.9% | Reduced |
| Innovative Asset Advisors Group, LLC | 573,369 | $573.4K | 0.33% | +573,369 | New |
| Ronald Blue Trust, Inc. | 4,380 | $574.1K | 0.01% | −426−8.9% | Reduced |
| Welch & Forbes LLC | 4,405 | $577.4K | 0.01% | −100−2.2% | Reduced |
| Essex Savings Bank | 4,417 | $579.0K | 0.13% | −58−1.3% | Reduced |
| Intrua Financial, LLC | 4,419 | $579.3K | 0.06% | −677−13.3% | Reduced |
| Focus Financial Network, Inc. | 4,427 | $580.3K | 0.02% | −576−11.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,431 | $580.8K | 0.03% | −13−0.3% | Reduced |
| HF Advisory Group, LLC | 4,448 | $583.1K | 0.20% | +72+1.6% | Added |
| Endeavor Private Wealth, Inc. | 4,459 | $584.5K | 0.17% | −800−15.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,468 | $585.7K | 0.17% | −352−7.3% | Reduced |
| Sowell Financial Services LLC | 4,471 | $586.1K | 0.02% | +169+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,481 | $587.3K | 0.06% | +106+2.4% | Added |
| Virtue Capital Management, LLC | 4,492 | $589.0K | 0.09% | +421+10.3% | Added |
| Steadtrust LLC | 4,500 | $589.9K | 0.33% | −150−3.2% | Reduced |
| Catalytic Wealth RIA, LLC | 4,507 | $590.8K | 0.02% | −907−16.8% | Reduced |
| Jacobi Capital Management LLC | 4,510 | $591.2K | 0.03% | +151+3.5% | Added |
| Spectrum Strategic Capital Management, LLC | 4,517 | $592.1K | 0.32% | +109+2.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,526 | $593.3K | 0.09% | −180−3.8% | Reduced |
| Custom Index Systems, LLC | 4,549 | $596.3K | 0.26% | +4,549 | New |
| Institute for Wealth Management, LLC. | 4,558 | $597.5K | 0.06% | +128+2.9% | Added |
| Hilltop Holdings Inc. | 4,564 | $598.2K | 0.05% | +1,584+53.2% | Added |
| Investment House LLC | 4,566 | $598.5K | 0.03% | −375−7.6% | Reduced |
| Dearborn Partners LLC | 4,576 | $599.8K | 0.03% | −172−3.6% | Reduced |
| Integrated Advisors Network LLC | 4,593 | $602.0K | 0.03% | −20,136−81.4% | Reduced |
| Northside Capital Management, LLC | 4,600 | $603.0K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4,631 | $607.0K | 0.07% | +11+0.2% | Added |
| Community Trust & Investment Co | 4,653 | $609.9K | 0.03% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,665 | $611.0K | 0.42% | −110−2.3% | Reduced |
| Affinity Investment Advisors, LLC | 4,671 | $612.3K | 0.38% | +370+8.6% | Added |
| Rockport Wealth LLC | 4,699 | $615.9K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,714 | $618.0K | 0.02% | +47+1.0% | Added |
| Addison Advisors LLC | 4,740 | $621.3K | 0.14% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,744 | $621.8K | 0.04% | +4,744 | New |
| Rossmore Private Capital | 4,754 | $623.2K | 0.05% | −45−0.9% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,769 | $625.1K | 0.38% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,770 | $625.3K | 0.04% | −200−4.0% | Reduced |
| Southland Equity Partners LLC | 4,771 | $625.4K | 0.12% | −27−0.6% | Reduced |
| Cohen Investment Advisors LLC | 4,773 | $625.6K | 0.30% | +95+2.0% | Added |
| Radnor Capital Management, LLC | 4,789 | $627.7K | 0.09% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,792 | $628.2K | 0.04% | −1,457−23.3% | Reduced |
| Franklin Street Advisors Inc | 4,793 | $628.3K | 0.04% | +33+0.7% | Added |
| Northwest Bancshares, Inc. | 4,812 | $630.8K | 0.13% | 00.0% | Unchanged |
| BIP Wealth, LLC | 4,820 | $631.8K | 0.03% | +419+9.5% | Added |
| SageView Advisory Group, LLC | 4,842 | $634.6K | 0.02% | −1,165−19.4% | Reduced |
| High Point Wealth Management, LLC | 4,917 | $644.5K | 0.62% | +12+0.2% | Added |
| Everhart Financial Group, Inc. | 4,920 | $644.9K | 0.05% | −2,422−33.0% | Reduced |
| Boston Private Wealth LLC | 4,921 | $645.1K | 0.04% | −8,267−62.7% | Reduced |
| Kavar Capital Partners Group, LLC | 4,930 | $646.2K | 0.08% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,940 | $647.6K | 0.09% | +4,940 | New |
| 44 Wealth Management LLC | 4,946 | $648.3K | 0.23% | +21+0.4% | Added |
| Spirepoint Private Client, LLC | 4,967 | $651.1K | 0.06% | +113+2.3% | Added |
| Tower Bridge Advisors | 4,975 | $652.1K | 0.06% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5,003 | $655.8K | 0.15% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,012 | $657.0K | 0.03% | +818+19.5% | Added |
| 49 Wealth Management, LLC | 5,044 | $661.2K | 0.05% | +73+1.5% | Added |
| Summit Financial Strategies, Inc. | 5,054 | $662.4K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,058 | $663.0K | 0.30% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,088 | $667.0K | 0.10% | −83−1.6% | Reduced |
| WealthPlan Investment Management, LLC | 5,089 | $667.1K | 0.04% | +144+2.9% | Added |
| Stratos Wealth Advisors, LLC | 5,133 | $672.9K | 0.04% | +122+2.4% | Added |
| Advisory Alpha, LLC | 5,142 | $674.2K | 0.02% | −48−0.9% | Reduced |
| Eagle Strategies LLC | 5,153 | $675.4K | 0.08% | −451−8.0% | Reduced |
| TownSquare Capital, LLC | 5,175 | $678.3K | 0.15% | +93+1.8% | Added |
| Cassaday & Co Wealth Management LLC | 5,176 | $678.5K | 0.01% | −458−8.1% | Reduced |
| Fiduciary Alliance LLC | 5,063 | $680.4K | 0.04% | +7+0.1% | Added |
| First Citizens Bank & Trust Co | 5,211 | $683.1K | 0.01% | −46,570−89.9% | Reduced |
| MKT Advisors LLC | 5,148 | $684.2K | 0.23% | −1,113−17.8% | Reduced |
| Prudent Man Advisors, LLC | 5,237 | $686.5K | 0.21% | +1,721+48.9% | Added |
| Northcape Wealth Management, LLC | 5,238 | $686.6K | 0.19% | +14+0.3% | Added |
| BKM Wealth Management, LLC | 5,243 | $687.3K | 0.25% | −10.0% | Reduced |
| Arista Wealth Management, LLC | 5,255 | $688.8K | 0.08% | +82+1.6% | Added |
| Modera Wealth Management, LLC | 5,271 | $690.9K | 0.01% | −275−5.0% | Reduced |
| Donaldson Capital Management, LLC | 5,280 | $692.1K | 0.02% | −741−12.3% | Reduced |
| Thompson David Blair | 5,285 | $692.8K | 0.40% | +3,243+158.8% | Added |
| Chicago Partners Investment Group LLC | 5,271 | $693.7K | 0.02% | +608+13.0% | Added |
| Barry Investment Advisors, LLC | 5,309 | $695.9K | 0.15% | −32−0.6% | Reduced |
| Cascade Investment Group, Inc. | 5,315 | $696.7K | 0.46% | +51+1.0% | Added |
| Atalanta Sosnoff Capital, LLC | 5,335 | $699.3K | 0.02% | +7+0.1% | Added |