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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 5,349 | $704.3K | 0.01% | +414+8.4% | Added |
| Stock Yards Bank & Trust Co | 5,375 | $704.6K | 0.02% | +570+11.9% | Added |
| Taylor Financial Group, Inc. | 5,376 | $704.7K | 0.43% | 00.0% | Unchanged |
| Rexford Capital Inc | 5,386 | $706.0K | 0.50% | +243+4.7% | Added |
| Sovereign Investment Advisors, LLC | 5,399 | $707.7K | 0.15% | +5,399 | New |
| Transcend Wealth Collective, LLC | 5,404 | $708.3K | 0.06% | +1,360+33.6% | Added |
| South State Corp. | 5,420 | $710.5K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,433 | $712.1K | 0.01% | +191+3.6% | Added |
| Shulman DeMeo Asset Management LLC | 5,492 | $719.9K | 0.15% | −13−0.2% | Reduced |
| Atwood & Palmer Inc | 5,500 | $720.9K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,500 | $720.9K | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 5,510 | $722.3K | 0.14% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,523 | $723.9K | 0.04% | −292−5.0% | Reduced |
| 4J Wealth Management LLC | 5,544 | $726.7K | 0.41% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 5,549 | $727.4K | 0.06% | +5,549 | New |
| Cloverfields Capital Group, LP | 5,553 | $727.9K | 0.24% | +10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,560 | $729.0K | 0.00% | +4,977+853.7% | Added |
| Avestar Capital, LLC | 5,569 | $730.1K | 0.05% | +219+4.1% | Added |
| Indiana Trust & Investment Management CO | 5,597 | $733.7K | 0.23% | −185−3.2% | Reduced |
| Ignite Planners, LLC | 5,595 | $733.9K | 0.11% | +555+11.0% | Added |
| Fortress Financial Solutions, LLC | 5,628 | $737.7K | 0.77% | +456+8.8% | Added |
| YANKCOM Partnership | 5,630 | $738.0K | 0.30% | −157−2.7% | Reduced |
| Birch Financial Group, LLC | 5,644 | $739.8K | 0.43% | +819+17.0% | Added |
| Nixon Peabody Trust Co | 5,651 | $740.7K | 0.06% | +285+5.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,652 | $740.9K | 0.02% | 00.0% | Unchanged |
| Next Capital Management LLC | 5,652 | $740.9K | 0.22% | +577+11.4% | Added |
| City State Bank | 5,655 | $741.3K | 0.19% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,551 | $741.9K | 0.34% | −20.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,666 | $742.7K | 0.02% | +415+7.9% | Added |
| GeoWealth Management, LLC | 5,722 | $750.0K | 0.03% | +3,131+120.8% | Added |
| W.H. Cornerstone Investments Inc. | 5,738 | $752.1K | 0.47% | −5,316−48.1% | Reduced |
| Bank of Jackson Hole Trust | 5,742 | $752.7K | 0.36% | +243+4.4% | Added |
| Aull & Monroe Investment Management Corp | 5,744 | $752.9K | 0.35% | +890+18.3% | Added |
| LexAurum Advisors, LLC | 5,753 | $754.0K | 0.10% | +5,753 | New |
| First Manhattan Co | 5,763 | $755.4K | 0.00% | −895−13.4% | Reduced |
| Independent Financial Group, LLC | 5,782 | $757.9K | 0.02% | +1,327+29.8% | Added |
| Platform Technology Partners | 5,791 | $759.1K | 0.15% | +625+12.1% | Added |
| Cornerstone Wealth Management, LLC | 5,809 | $761.5K | 0.04% | −446−7.1% | Reduced |
| Cornerstone Advisory, LLC | 5,831 | $764.3K | 0.07% | +75+1.3% | Added |
| Garrison Point Advisors, LLC | 5,844 | $766.0K | 0.35% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 5,856 | $767.7K | 0.39% | +49+0.8% | Added |
| Bank Ozk | 5,867 | $769.0K | 0.27% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,890 | $772.1K | 0.04% | +5,890 | New |
| Bryn Mawr Trust Co | 5,920 | $776.0K | 0.02% | +1,895+47.1% | Added |
| Smart Money Group LLC | 5,938 | $778.3K | 0.23% | +14+0.2% | Added |
| Blue Chip Partners, Inc. | 5,951 | $780.0K | 0.06% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,954 | $780.5K | 0.02% | −756−11.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,957 | $780.9K | 0.12% | −457−7.1% | Reduced |
| IFP Advisors, Inc | 5,962 | $781.5K | 0.02% | −11,314−65.5% | Reduced |
| FWL Investment Management, LLC | 6,000 | $786.5K | 0.17% | +6,000 | New |
| Mendel Money Management | 6,002 | $786.7K | 0.33% | +204+3.5% | Added |
| Kovack Advisors, Inc. | 6,031 | $792.6K | 0.04% | −118−1.9% | Reduced |
| Diversify Wealth Management, LLC | 5,898 | $793.0K | 0.01% | +3,573+153.7% | Added |
| Advyzon Investment Management, LLC | 6,066 | $795.2K | 0.07% | +1,370+29.2% | Added |
| NBC Securities, Inc. | 6,133 | $804.0K | 0.06% | −58−0.9% | Reduced |
| 111 Capital | 6,138 | $804.6K | 0.20% | +3,067+99.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,149 | $806.1K | 0.11% | +117+1.9% | Added |
| Avidian Wealth Solutions, LLC | 6,163 | $807.9K | 0.03% | +682+12.4% | Added |
| Family Legacy, Inc. | 6,179 | $810.0K | 0.24% | −219−3.4% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 6,215 | $814.9K | 0.03% | +415+7.2% | Added |
| Centennial Wealth Advisory LLC | 6,223 | $815.5K | 0.20% | +806+14.9% | Added |
| Miracle Mile Advisors, LLC | 6,224 | $815.8K | 0.01% | +170+2.8% | Added |
| Trueblood Wealth Management, LLC | 6,224 | $815.8K | 0.32% | −713−10.3% | Reduced |
| Neville Rodie & Shaw Inc | 6,240 | $818.0K | 0.06% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 6,248 | $819.0K | 0.55% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,252 | $819.5K | 0.03% | +1,166+22.9% | Added |
| Frec Markets, Inc. | 6,310 | $827.1K | 0.14% | +2,601+70.1% | Added |
| EverSource Wealth Advisors, LLC | 6,323 | $828.7K | 0.03% | +303+5.0% | Added |
| SeaCrest Wealth Management, LLC | 6,325 | $829.0K | 0.09% | +29+0.5% | Added |
| Bank & Trust Co | 6,371 | $835.1K | 0.56% | −63−1.0% | Reduced |
| Fire Capital Management LLC | 6,390 | $837.6K | 0.39% | +496+8.4% | Added |
| Harold Davidson & Associates Inc. | 6,417 | $841.1K | 0.41% | −163−2.5% | Reduced |
| VestGen Advisors, LLC | 6,406 | $845.1K | 0.02% | +2,110+49.1% | Added |
| Elevated Capital Advisors, LLC | 6,448 | $845.2K | 0.21% | −642−9.1% | Reduced |
| Aaron Wealth Advisors | 6,475 | $848.7K | 0.05% | −1,377−17.5% | Reduced |
| Advisors Capital Management, LLC | 6,484 | $850.0K | 0.01% | +1,031+18.9% | Added |
| NewEdge Wealth, LLC | 6,485 | $850.1K | 0.01% | −977−13.1% | Reduced |
| Walleye Capital LLC | 6,499 | $851.9K | 0.01% | +5,918+1,018.6% | Added |
| Journey Strategic Wealth LLC | 6,527 | $855.6K | 0.02% | +600+10.1% | Added |
| Arvest Bank Trust Division | 6,546 | $858.0K | 0.05% | +190+3.0% | Added |
| Dynamic Advisor Solutions LLC | 6,568 | $861.0K | 0.03% | +834+14.5% | Added |
| Argyle Capital Management Inc. | 6,600 | $865.1K | 0.28% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,628 | $868.8K | 0.02% | −6,422−49.2% | Reduced |
| Great Valley Advisor Group, Inc. | 6,633 | $869.8K | 0.02% | −1,970−22.9% | Reduced |
| Alpha Family Trust | 6,650 | $871.7K | 0.42% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 6,663 | $873.4K | 0.56% | +95+1.4% | Added |
| KCM Investment Advisors LLC | 6,697 | $877.8K | 0.03% | +56+0.8% | Added |
| Ritholtz Wealth Management | 6,698 | $877.9K | 0.02% | +1,258+23.1% | Added |
| Flagship Harbor Advisors, LLC | 6,704 | $878.7K | 0.04% | −189−2.7% | Reduced |
| Powell Investment Advisors, LLC | 6,709 | $879.4K | 0.30% | 00.0% | Unchanged |
| R Squared Ltd | 6,709 | $879.4K | 0.48% | +346+5.4% | Added |
| Ti-Trust, Inc | 6,713 | $879.9K | 0.52% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 6,719 | $880.7K | 0.11% | −1,373−17.0% | Reduced |
| Stableford Capital II LLC | 6,725 | $881.5K | 0.33% | +6,725 | New |
| A. D. Beadell Investment Counsel, Inc. | 6,760 | $886.0K | 0.57% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 6,771 | $887.5K | 0.19% | +58+0.9% | Added |
| Bridgewater Advisors Inc. | 7,024 | $891.0K | 0.05% | +136+2.0% | Added |
| Trust Co of Virginia | 6,800 | $891.3K | 0.07% | −271−3.8% | Reduced |
| Secure Asset Management, LLC | 6,818 | $893.7K | 0.14% | −268−3.8% | Reduced |
| Himension Fund | 6,833 | $895.7K | 0.07% | +6,833 | New |