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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 4,526 | $593.3K | 0.09% | −180−3.8% | Reduced |
| Spectrum Strategic Capital Management, LLC | 4,517 | $592.1K | 0.32% | +109+2.5% | Added |
| Jacobi Capital Management LLC | 4,510 | $591.2K | 0.03% | +151+3.5% | Added |
| Catalytic Wealth RIA, LLC | 4,507 | $590.8K | 0.02% | −907−16.8% | Reduced |
| Steadtrust LLC | 4,500 | $589.9K | 0.33% | −150−3.2% | Reduced |
| Virtue Capital Management, LLC | 4,492 | $589.0K | 0.09% | +421+10.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,481 | $587.3K | 0.06% | +106+2.4% | Added |
| Sowell Financial Services LLC | 4,471 | $586.1K | 0.02% | +169+3.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,468 | $585.7K | 0.17% | −352−7.3% | Reduced |
| Endeavor Private Wealth, Inc. | 4,459 | $584.5K | 0.17% | −800−15.2% | Reduced |
| HF Advisory Group, LLC | 4,448 | $583.1K | 0.20% | +72+1.6% | Added |
| Dorsey & Whitney Trust CO LLC | 4,431 | $580.8K | 0.03% | −13−0.3% | Reduced |
| Focus Financial Network, Inc. | 4,427 | $580.3K | 0.02% | −576−11.5% | Reduced |
| Intrua Financial, LLC | 4,419 | $579.3K | 0.06% | −677−13.3% | Reduced |
| Essex Savings Bank | 4,417 | $579.0K | 0.13% | −58−1.3% | Reduced |
| Welch & Forbes LLC | 4,405 | $577.4K | 0.01% | −100−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,380 | $574.1K | 0.01% | −426−8.9% | Reduced |
| Innovative Asset Advisors Group, LLC | 573,369 | $573.4K | 0.33% | +573,369 | New |
| Finward Bancorp | 4,372 | $573.1K | 0.46% | −40−0.9% | Reduced |
| Gilbert & Cook, Inc. | 4,363 | $571.9K | 0.07% | +97+2.3% | Added |
| Davis Investment Partners, LLC | 4,362 | $571.8K | 0.20% | −202−4.4% | Reduced |
| Sterling Wealth Management, Inc. | 4,361 | $571.7K | 0.16% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,352 | $570.4K | 0.00% | +380+9.6% | Added |
| Personal Cfo Solutions, LLC | 4,326 | $567.1K | 0.08% | +775+21.8% | 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 |
| Gibbs Wealth Management | 4,313 | $565.4K | 0.07% | +1,403+48.2% | Added |
| Baldwin Brothers Inc | 4,305 | $564.3K | 0.04% | +4,305 | New |
| Panagora Asset Management Inc | 4,274 | $560.2K | 0.00% | +965+29.2% | Added |
| Evergreen Wealth Solutions, LLC | 4,262 | $558.7K | 0.04% | +1,200+39.2% | Added |
| Heritage Wealth Management, Inc. | 4,260 | $558.4K | 0.28% | +458+12.0% | Added |
| Arvest Investments, Inc. | 4,252 | $557.4K | 0.08% | −106−2.4% | Reduced |
| Anchor Investment Management, LLC | 4,235 | $555.1K | 0.05% | 00.0% | Unchanged |
| Vigilare Wealth Management | 4,229 | $554.3K | 0.19% | −144−3.3% | Reduced |
| Stanley-Laman Group, Ltd. | 4,227 | $554.1K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,218 | $552.7K | 0.03% | −1,100−20.7% | Reduced |
| Nilsine Partners, LLC | 4,071 | $549.9K | 0.04% | +99+2.5% | Added |
| Waycross Partners, LLC | 4,180 | $547.9K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,177 | $547.5K | 0.08% | −8,714−67.6% | Reduced |
| Capital Investment Advisory Services, LLC | 4,167 | $546.2K | 0.04% | +228+5.8% | Added |
| Redmond Asset Management, LLC | 4,164 | $545.8K | 0.15% | +1,180+39.5% | Added |
| Cidel Asset Management Inc | 4,165 | $545.7K | 0.03% | +615+17.3% | Added |
| Creative Financial Designs Inc | 4,151 | $544.1K | 0.03% | +369+9.8% | Added |
| Ironwood Investment Counsel, LLC | 4,141 | $542.8K | 0.08% | −647−13.5% | Reduced |
| J2 Capital Management Inc | 4,099 | $537.3K | 0.37% | +79+2.0% | Added |
| LMG Wealth Partners, LLC | 4,096 | $536.9K | 0.10% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,089 | $536.0K | 0.03% | −652−13.8% | Reduced |
| Spears Abacus Advisors LLC | 4,082 | $535.1K | 0.01% | +409+11.1% | Added |
| Parkside Financial Bank & Trust | 4,081 | $534.9K | 0.04% | −1,215−22.9% | Reduced |
| Umpqua Bank | 4,051 | $531.0K | 0.15% | −306−7.0% | Reduced |
| DAGCO, Inc. | 4,047 | $530.5K | 0.12% | +3+0.1% | Added |
| Mattern Wealth Management LLC | 4,042 | $529.8K | 0.10% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,041 | $529.7K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,037 | $529.2K | 0.02% | −252−5.9% | Reduced |
| Tred Avon Family Wealth, LLC | 4,033 | $528.6K | 0.18% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,031 | $528.4K | 0.01% | +134+3.4% | Added |
| Aristotle Atlantic Partners, LLC | 4,000 | $524.3K | 0.02% | +4,000 | New |
| Journey Retirement Planning & Investment Management LLC | 3,989 | $523.0K | 0.46% | −9,243−69.9% | Reduced |
| Providence First Trust Co | 3,982 | $522.0K | 0.18% | −617−13.4% | Reduced |
| BCS Wealth Management | 3,975 | $521.1K | 0.11% | −3,969−50.0% | Reduced |
| Caldwell Trust Co | 3,963 | $519.5K | 0.05% | +2+0.1% | Added |
| City Holding Co | 3,960 | $519.1K | 0.06% | −324−7.6% | Reduced |
| RFG Advisory, LLC | 3,959 | $519.0K | 0.01% | +574+17.0% | Added |
| Asset One Wealth Management LLC | 3,921 | $517.2K | 0.06% | +3,921 | New |
| Joel Isaacson & Co., LLC | 3,925 | $514.5K | 0.02% | −80−2.0% | Reduced |
| Excalibur Management Corp | 3,903 | $511.6K | 0.18% | −56−1.4% | Reduced |
| Northeast Investment Management | 3,901 | $511.4K | 0.02% | 00.0% | Unchanged |
| Sky Investment Group LLC | 3,890 | $509.9K | 0.09% | −500−11.4% | Reduced |
| Kera Capital Partners, Inc. | 3,882 | $508.9K | 0.06% | +4+0.1% | Added |
| Interval Partners, LP | 3,870 | $507.3K | 0.02% | +3,870 | New |
| Brown Financial Advisors | 3,869 | $507.1K | 0.19% | −57−1.5% | Reduced |
| Bedel Financial Consulting, Inc. | 3,867 | $506.9K | 0.06% | 00.0% | Unchanged |
| MBL Wealth, LLC | 3,864 | $506.5K | 0.04% | +97+2.6% | Added |
| Urban Wealth Management, LLC | 3,857 | $505.6K | 0.52% | +854+28.4% | Added |
| Continuum Advisory, LLC | 3,848 | $504.4K | 0.05% | −140−3.5% | Reduced |
| Krilogy Financial LLC | 3,729 | $501.8K | 0.02% | −392−9.5% | Reduced |
| Agate Pass Investment Management, LLC | 3,825 | $501.4K | 0.20% | 00.0% | Unchanged |
| Centennial Bank | 3,825 | $501.4K | 0.18% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,810 | $499.4K | 0.03% | −30−0.8% | Reduced |
| Westco Advisory Services Inc | 3,800 | $498.1K | 0.32% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,792 | $497.1K | 0.01% | +200+5.6% | Added |
| Beverly Hills Private Wealth, LLC | 3,788 | $496.5K | 0.08% | +163+4.5% | Added |
| Worthington Financial Partners, LLC | 3,779 | $495.4K | 0.43% | −138−3.5% | Reduced |
| Pacitti Group Inc. | 3,779 | $495.4K | 0.18% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,775 | $494.8K | 0.03% | +37+1.0% | Added |
| Horizon Family Wealth, Inc. | 3,763 | $493.4K | 0.26% | +750+24.9% | Added |
| Kennebec Savings Bank | 3,756 | $492.3K | 0.44% | −15−0.4% | Reduced |
| PCM Encore, LLC | 3,745 | $490.9K | 0.10% | +283+8.2% | Added |
| Patton Albertson Miller Group, LLC | 3,733 | $489.3K | 0.06% | −19−0.5% | Reduced |
| Bay Rivers Group | 3,725 | $488.3K | 0.20% | +3,725 | New |
| Verity Asset Management, Inc. | 3,724 | $488.1K | 0.20% | +203+5.8% | Added |
| Fulton Bank, N.A. | 3,702 | $485.3K | 0.02% | −10,955−74.7% | Reduced |
| Balboa Wealth Partners | 3,680 | $482.3K | 0.08% | +3,680 | New |
| Gables Capital Management Inc. | 3,668 | $480.8K | 0.20% | −300−7.6% | Reduced |
| L2 Asset Management, LLC | 3,661 | $479.9K | 0.05% | +587+19.1% | Added |
| Aureus Asset Management, LLC | 3,643 | $477.5K | 0.03% | −116−3.1% | Reduced |
| United Community Bank | 3,627 | $475.4K | 0.16% | −856−19.1% | Reduced |
| Taylor Hoffman Capital Management LLC | 3,626 | $475.3K | 0.15% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,625 | $475.2K | 0.13% | −6,375−63.7% | Reduced |
| WBH Advisory Inc | 3,602 | $474.3K | 0.04% | −15−0.4% | Reduced |