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 |
|---|---|---|---|---|---|
| Quest Investment Management LLC | 2,249 | $294.8K | 0.03% | −100−4.3% | Reduced |
| New Perspectives, Inc | 2,250 | $294.9K | 0.10% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 2,250 | $294.9K | 0.04% | +2,250 | New |
| Sax Wealth Advisors, LLC | 2,564 | $295.6K | 0.01% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,264 | $296.8K | 0.04% | −107−4.5% | Reduced |
| Journey Advisory Group, LLC | 2,277 | $298.5K | 0.03% | +33+1.5% | Added |
| CVA Family Office, LLC | 2,278 | $298.6K | 0.03% | +244+12.0% | Added |
| Ifrah Financial Services, Inc. | 2,287 | $299.8K | 0.08% | −51−2.2% | Reduced |
| Wealth Quarterback LLC | 2,289 | $300.1K | 0.12% | +10+0.4% | Added |
| Atlas Wealth LLC | 2,291 | $300.3K | 0.09% | +38+1.7% | Added |
| Blue Fin Capital, Inc. | 2,298 | $301.2K | 0.05% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 2,300 | $301.5K | 0.03% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 2,305 | $302.1K | 0.21% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,312 | $303.1K | 0.12% | −56−2.4% | Reduced |
| Sagewood Asset Management LP | 2,313 | $303.2K | 0.09% | +2,313 | New |
| Investment Research Partners LLC | 2,317 | $303.7K | 0.12% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 2,322 | $304.4K | 0.00% | +6+0.3% | Added |
| Accel Wealth Management | 2,324 | $304.6K | 0.08% | −37−1.6% | Reduced |
| WNY Asset Management, LLC | 2,326 | $304.8K | 0.03% | +2,326 | New |
| Pinnacle Bancorp, Inc. | 2,336 | $306.2K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,338 | $306.5K | 0.02% | +85+3.8% | Added |
| Harbor Investment Advisory, LLC | 2,345 | $307.4K | 0.02% | +1,514+182.2% | Added |
| Koss-Olinger Consulting, LLC | 2,346 | $307.5K | 0.03% | +234+11.1% | Added |
| Tritonpoint Wealth, LLC | 2,348 | $307.7K | 0.03% | +2+0.1% | Added |
| Voleon Capital Management LP | 2,348 | $307.8K | 0.01% | +2,348 | New |
| May Hill Capital, LLC | 2,355 | $308.6K | 0.08% | +10+0.4% | Added |
| Catalyst Financial Partners LLC | 2,360 | $309.3K | 0.04% | +249+11.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,363 | $309.7K | 0.07% | −124−5.0% | Reduced |
| Coastal Bridge Advisors, LLC | 2,368 | $310.4K | 0.02% | −120−4.8% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,375 | $311.4K | 0.05% | −1,353−36.3% | Reduced |
| Sapient Capital LLC | 2,384 | $312.5K | 0.00% | +133+5.9% | Added |
| Essential Partners LLC | 2,395 | $313.9K | 0.11% | −64−2.6% | Reduced |
| Forum Finance Group S.A. | 3,000 | $318.0K | 0.17% | +3,000 | New |
| McIlrath & Eck, LLC | 2,428 | $318.3K | 0.02% | −381−13.6% | Reduced |
| Financial Enhancement Group LLC | 2,383 | $318.5K | 0.04% | +76+3.3% | Added |
| Severin Investments, LLC | 2,430 | $318.6K | 0.27% | −399−14.1% | Reduced |
| GGM Financials LLC | 2,431 | $318.7K | 0.15% | +17+0.7% | Added |
| United Asset Strategies, Inc. | 2,433 | $318.9K | 0.03% | −16−0.7% | Reduced |
| Zhang Financial LLC | 2,436 | $319.3K | 0.01% | +2,436 | New |
| Bullseye Investment Management, LLC | 2,447 | $320.8K | 0.17% | −16−0.6% | Reduced |
| Symphony Financial, Ltd. Co. | 2,470 | $321.3K | 0.04% | +368+17.5% | Added |
| Associated Banc-Corp | 2,467 | $323.4K | 0.01% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,467 | $323.4K | 0.05% | +15+0.6% | Added |
| Global Trust Asset Management, LLC | 2,472 | $324.0K | 0.12% | +2,472 | New |
| West Bancorporation Inc | 2,481 | $325.2K | 0.16% | −116−4.5% | Reduced |
| Phoenix Wealth Advisors | 2,488 | $326.1K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 2,489 | $326.3K | 0.01% | −487−16.4% | Reduced |
| XML Financial, LLC | 2,500 | $327.7K | 0.03% | −687−21.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,501 | $327.8K | 0.02% | −75−2.9% | Reduced |
| Payden & Rygel | 2,500 | $328.0K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,503 | $328.1K | 0.02% | +252+11.2% | Added |
| Salomon & Ludwin, LLC | 2,479 | $328.9K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,513 | $329.4K | 0.02% | −576−18.6% | Reduced |
| Mechanics Financial Corp | 2,515 | $329.7K | 0.14% | 00.0% | Unchanged |
| Ewa, LLC | 2,520 | $330.3K | 0.07% | −116−4.4% | Reduced |
| Resonant Capital Advisors, LLC | 2,521 | $330.5K | 0.02% | +370+17.2% | Added |
| Terril Brothers, Inc. | 2,525 | $331.0K | 0.09% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,528 | $331.4K | 0.08% | +18+0.7% | Added |
| Cornerstone Wealth Group, LLC | 2,514 | $331.6K | 0.02% | +2,514 | New |
| IVC Wealth Advisors LLC | 2,530 | $331.6K | 0.14% | +192+8.2% | Added |
| Ingalls & Snyder LLC | 2,535 | $332.0K | 0.01% | −75−2.9% | Reduced |
| North Dallas Bank & Trust Co | 2,551 | $334.4K | 0.23% | −71−2.7% | Reduced |
| Rockland Trust Co | 2,551 | $334.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,560 | $335.5K | 0.02% | −116−4.3% | Reduced |
| MCF Advisors LLC | 2,569 | $336.8K | 0.01% | +244+10.5% | Added |
| Sunbelt Securities, Inc. | 2,580 | $338.2K | 0.02% | +10.0% | Added |
| Wealth Alliance | 2,584 | $338.7K | 0.03% | −5,965−69.8% | Reduced |
| Schulhoff & Co Inc | 2,595 | $340.2K | 0.14% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,614 | $342.6K | 0.04% | −8−0.3% | Reduced |
| Fundamentun, LLC | 2,615 | $342.8K | 0.01% | +67+2.6% | Added |
| Miller Financial Services LLC | 2,617 | $343.0K | 0.38% | −5−0.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,621 | $343.6K | 0.09% | −107−3.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,625 | $344.1K | 0.01% | +2,625 | New |
| GDS Wealth Management | 2,626 | $344.2K | 0.02% | −458−14.9% | Reduced |
| Kanawha Capital Management LLC | 2,628 | $344.5K | 0.02% | +100+4.0% | Added |
| JB Capital LLC | 2,630 | $344.7K | 0.01% | −52−1.9% | Reduced |
| Smithfield Trust Co | 2,624 | $345.0K | 0.02% | +895+51.8% | Added |
| Shakespeare Wealth Management, Inc. | 2,633 | $345.1K | 0.08% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,634 | $345.3K | 0.03% | −115−4.2% | Reduced |
| KPP Advisory Services LLC | 2,639 | $345.9K | 0.05% | −8−0.3% | Reduced |
| Opal Wealth Advisors, LLC | 2,642 | $346.3K | 0.08% | −470−15.1% | Reduced |
| Navigation Group, LLC | 2,643 | $346.4K | 0.08% | +2,643 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,645 | $346.7K | 0.12% | +9+0.3% | Added |
| Asset Allocation & Management Company, LLC | 2,646 | $347.0K | 0.13% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,650 | $347.3K | 0.16% | −450−14.5% | Reduced |
| Peoples Bank | 2,656 | $348.1K | 0.35% | −10.0% | Reduced |
| FSA Advisors, Inc. | 2,658 | $348.4K | 0.23% | +2,658 | New |
| Gilman Hill Asset Management, LLC | 2,660 | $348.7K | 0.05% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 2,666 | $349.5K | 0.20% | −184−6.5% | Reduced |
| Carroll Advisory Group, LLC | 2,681 | $351.4K | 0.14% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,686 | $352.1K | 0.12% | −9,067−77.1% | Reduced |
| KC Investment Advisors, LLC | 2,693 | $352.9K | 0.08% | −107−3.8% | Reduced |
| Canal Capital Management, LLC | 2,695 | $353.3K | 0.05% | +7+0.3% | Added |
| Portfolio Design Labs, LLC | 2,716 | $356.0K | 0.06% | +2,716 | New |
| Claris Financial LLC | 2,720 | $356.5K | 0.20% | +12+0.4% | Added |
| VisionPoint Advisory Group, LLC | 2,721 | $356.7K | 0.07% | +54+2.0% | Added |
| Indivisible Partners | 2,727 | $357.4K | 0.03% | +792+40.9% | Added |
| Capital Squared Financial LLC | 2,727 | $357.5K | 0.27% | +399+17.1% | Added |
| Bradley Foster & Sargent Inc | 2,734 | $358.4K | 0.01% | −10−0.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,721 | $358.9K | 0.02% | −24,156−89.9% | Reduced |