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 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 5,844 | $766.0K | 0.35% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,831 | $764.3K | 0.07% | +75+1.3% | Added |
| Cornerstone Wealth Management, LLC | 5,809 | $761.5K | 0.04% | −446−7.1% | Reduced |
| Platform Technology Partners | 5,791 | $759.1K | 0.15% | +625+12.1% | Added |
| Independent Financial Group, LLC | 5,782 | $757.9K | 0.02% | +1,327+29.8% | Added |
| First Manhattan Co | 5,763 | $755.4K | 0.00% | −895−13.4% | Reduced |
| LexAurum Advisors, LLC | 5,753 | $754.0K | 0.10% | +5,753 | New |
| Aull & Monroe Investment Management Corp | 5,744 | $752.9K | 0.35% | +890+18.3% | Added |
| Bank of Jackson Hole Trust | 5,742 | $752.7K | 0.36% | +243+4.4% | Added |
| W.H. Cornerstone Investments Inc. | 5,738 | $752.1K | 0.47% | −5,316−48.1% | Reduced |
| GeoWealth Management, LLC | 5,722 | $750.0K | 0.03% | +3,131+120.8% | Added |
| Kovitz Investment Group Partners, LLC | 5,666 | $742.7K | 0.02% | +415+7.9% | Added |
| Woodward Diversified Capital, LLC | 5,551 | $741.9K | 0.34% | −20.0% | Reduced |
| City State Bank | 5,655 | $741.3K | 0.19% | 00.0% | Unchanged |
| 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 |
| Nixon Peabody Trust Co | 5,651 | $740.7K | 0.06% | +285+5.3% | Added |
| Birch Financial Group, LLC | 5,644 | $739.8K | 0.43% | +819+17.0% | Added |
| YANKCOM Partnership | 5,630 | $738.0K | 0.30% | −157−2.7% | Reduced |
| Fortress Financial Solutions, LLC | 5,628 | $737.7K | 0.77% | +456+8.8% | Added |
| Ignite Planners, LLC | 5,595 | $733.9K | 0.11% | +555+11.0% | Added |
| Indiana Trust & Investment Management CO | 5,597 | $733.7K | 0.23% | −185−3.2% | Reduced |
| Avestar Capital, LLC | 5,569 | $730.1K | 0.05% | +219+4.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,560 | $729.0K | 0.00% | +4,977+853.7% | Added |
| Cloverfields Capital Group, LP | 5,553 | $727.9K | 0.24% | +10.0% | Added |
| Qsemble Capital Management, LP | 5,549 | $727.4K | 0.06% | +5,549 | New |
| 4J Wealth Management LLC | 5,544 | $726.7K | 0.41% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,523 | $723.9K | 0.04% | −292−5.0% | Reduced |
| Marietta Investment Partners LLC | 5,510 | $722.3K | 0.14% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,500 | $720.9K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,500 | $720.9K | 0.02% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 5,492 | $719.9K | 0.15% | −13−0.2% | Reduced |
| Mather Group, LLC. | 5,433 | $712.1K | 0.01% | +191+3.6% | Added |
| South State Corp. | 5,420 | $710.5K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,404 | $708.3K | 0.06% | +1,360+33.6% | Added |
| Sovereign Investment Advisors, LLC | 5,399 | $707.7K | 0.15% | +5,399 | New |
| Rexford Capital Inc | 5,386 | $706.0K | 0.50% | +243+4.7% | Added |
| Taylor Financial Group, Inc. | 5,376 | $704.7K | 0.43% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,375 | $704.6K | 0.02% | +570+11.9% | Added |
| Modern Wealth Management, LLC | 5,349 | $704.3K | 0.01% | +414+8.4% | Added |
| Atalanta Sosnoff Capital, LLC | 5,335 | $699.3K | 0.02% | +7+0.1% | Added |
| Cascade Investment Group, Inc. | 5,315 | $696.7K | 0.46% | +51+1.0% | Added |
| Barry Investment Advisors, LLC | 5,309 | $695.9K | 0.15% | −32−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,271 | $693.7K | 0.02% | +608+13.0% | Added |
| Thompson David Blair | 5,285 | $692.8K | 0.40% | +3,243+158.8% | Added |
| Donaldson Capital Management, LLC | 5,280 | $692.1K | 0.02% | −741−12.3% | Reduced |
| Modera Wealth Management, LLC | 5,271 | $690.9K | 0.01% | −275−5.0% | Reduced |
| Arista Wealth Management, LLC | 5,255 | $688.8K | 0.08% | +82+1.6% | Added |
| BKM Wealth Management, LLC | 5,243 | $687.3K | 0.25% | −10.0% | Reduced |
| Northcape Wealth Management, LLC | 5,238 | $686.6K | 0.19% | +14+0.3% | Added |
| Prudent Man Advisors, LLC | 5,237 | $686.5K | 0.21% | +1,721+48.9% | Added |
| MKT Advisors LLC | 5,148 | $684.2K | 0.23% | −1,113−17.8% | Reduced |
| First Citizens Bank & Trust Co | 5,211 | $683.1K | 0.01% | −46,570−89.9% | Reduced |
| Fiduciary Alliance LLC | 5,063 | $680.4K | 0.04% | +7+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 5,176 | $678.5K | 0.01% | −458−8.1% | Reduced |
| TownSquare Capital, LLC | 5,175 | $678.3K | 0.15% | +93+1.8% | Added |
| Eagle Strategies LLC | 5,153 | $675.4K | 0.08% | −451−8.0% | Reduced |
| Advisory Alpha, LLC | 5,142 | $674.2K | 0.02% | −48−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 5,133 | $672.9K | 0.04% | +122+2.4% | Added |
| WealthPlan Investment Management, LLC | 5,089 | $667.1K | 0.04% | +144+2.9% | Added |
| Cigna Investments Inc | 5,088 | $667.0K | 0.10% | −83−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 5,058 | $663.0K | 0.30% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 5,054 | $662.4K | 0.05% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 5,044 | $661.2K | 0.05% | +73+1.5% | Added |
| Procyon Private Wealth Partners, LLC | 5,012 | $657.0K | 0.03% | +818+19.5% | Added |
| High Net Worth Advisory Group LLC | 5,003 | $655.8K | 0.15% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,975 | $652.1K | 0.06% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 4,967 | $651.1K | 0.06% | +113+2.3% | Added |
| 44 Wealth Management LLC | 4,946 | $648.3K | 0.23% | +21+0.4% | Added |
| Hexagon Capital Partners LLC | 4,940 | $647.6K | 0.09% | +4,940 | New |
| Kavar Capital Partners Group, LLC | 4,930 | $646.2K | 0.08% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,921 | $645.1K | 0.04% | −8,267−62.7% | Reduced |
| Everhart Financial Group, Inc. | 4,920 | $644.9K | 0.05% | −2,422−33.0% | Reduced |
| High Point Wealth Management, LLC | 4,917 | $644.5K | 0.62% | +12+0.2% | Added |
| SageView Advisory Group, LLC | 4,842 | $634.6K | 0.02% | −1,165−19.4% | Reduced |
| BIP Wealth, LLC | 4,820 | $631.8K | 0.03% | +419+9.5% | Added |
| Northwest Bancshares, Inc. | 4,812 | $630.8K | 0.13% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 4,793 | $628.3K | 0.04% | +33+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 4,792 | $628.2K | 0.04% | −1,457−23.3% | Reduced |
| Radnor Capital Management, LLC | 4,789 | $627.7K | 0.09% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 4,773 | $625.6K | 0.30% | +95+2.0% | Added |
| Southland Equity Partners LLC | 4,771 | $625.4K | 0.12% | −27−0.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,770 | $625.3K | 0.04% | −200−4.0% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,769 | $625.1K | 0.38% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,754 | $623.2K | 0.05% | −45−0.9% | Reduced |
| Kathmere Capital Management, LLC | 4,744 | $621.8K | 0.04% | +4,744 | New |
| Addison Advisors LLC | 4,740 | $621.3K | 0.14% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,714 | $618.0K | 0.02% | +47+1.0% | Added |
| Rockport Wealth LLC | 4,699 | $615.9K | 0.11% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,671 | $612.3K | 0.38% | +370+8.6% | Added |
| Pinnacle West Asset Management, Inc. | 4,665 | $611.0K | 0.42% | −110−2.3% | Reduced |
| Community Trust & Investment Co | 4,653 | $609.9K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4,631 | $607.0K | 0.07% | +11+0.2% | Added |
| Northside Capital Management, LLC | 4,600 | $603.0K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,593 | $602.0K | 0.03% | −20,136−81.4% | Reduced |
| Dearborn Partners LLC | 4,576 | $599.8K | 0.03% | −172−3.6% | Reduced |
| Investment House LLC | 4,566 | $598.5K | 0.03% | −375−7.6% | Reduced |
| Hilltop Holdings Inc. | 4,564 | $598.2K | 0.05% | +1,584+53.2% | Added |
| Institute for Wealth Management, LLC. | 4,558 | $597.5K | 0.06% | +128+2.9% | Added |
| Custom Index Systems, LLC | 4,549 | $596.3K | 0.26% | +4,549 | New |