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, Q2 2026
Institutional positions in American Electric Power Co Inc as of Jun 30, 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
- 1,988
- +74 vs. Q1 2026
- Shares held
- 501.5M
- +48.5M (+10.7%) vs. Q1 2026
- Total value
- $68.6B
- +$9.35B (+15.8%) vs. Q1 2026
- New holders
- 173
- 888 more added
- Sold out
- 99
- 592 more reduced
26 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 3,890 | $532.2K | 0.08% | 00.0% | Unchanged |
| Northeast Investment Management | 3,901 | $533.7K | 0.02% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 3,920 | $536.3K | 0.01% | +367+10.3% | Added |
| AlTi Global, Inc. | 3,934 | $538.2K | 0.01% | +142+3.7% | Added |
| BCS Wealth Management | 3,937 | $538.6K | 0.10% | −38−1.0% | Reduced |
| Continuum Advisory, LLC | 3,954 | $541.0K | 0.04% | +106+2.8% | Added |
| Excalibur Management Corp | 3,966 | $542.6K | 0.18% | +63+1.6% | Added |
| J2 Capital Management Inc | 3,967 | $542.7K | 0.36% | −132−3.2% | Reduced |
| Compass Financial Management LLC | 4,159 | $542.8K | 0.07% | +4,159 | New |
| Stonebridge Financial Group, LLC | 3,971 | $543.0K | 0.08% | +3,971 | New |
| Redmond Asset Management, LLC | 3,988 | $545.6K | 0.14% | −176−4.2% | Reduced |
| Aristotle Atlantic Partners, LLC | 4,000 | $547.2K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,001 | $547.4K | 0.02% | −36−0.9% | Reduced |
| Verity Asset Management, Inc. | 4,005 | $547.9K | 0.21% | +281+7.5% | Added |
| Stanley-Laman Group, Ltd. | 4,027 | $550.9K | 0.06% | −200−4.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,031 | $551.5K | 0.04% | −10−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 4,031 | $551.5K | 0.01% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 4,033 | $551.8K | 0.17% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,042 | $553.0K | 0.09% | 00.0% | Unchanged |
| DAGCO, Inc. | 4,051 | $554.3K | 0.10% | +4+0.1% | Added |
| Krilogy Financial LLC | 4,056 | $554.8K | 0.02% | +327+8.8% | Added |
| Horizon Family Wealth, Inc. | 4,064 | $556.0K | 0.25% | +301+8.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 4,066 | $556.3K | 0.06% | −565−12.2% | Reduced |
| Bridges Investment Management Inc | 4,082 | $558.5K | 0.01% | −238−5.5% | Reduced |
| Spears Abacus Advisors LLC | 4,082 | $558.5K | 0.01% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 4,096 | $560.4K | 0.09% | 00.0% | Unchanged |
| Umpqua Bank | 4,100 | $560.9K | 0.13% | +49+1.2% | Added |
| CSS LLC | 4,110 | $562.3K | 0.03% | +680+19.8% | Added |
| Navellier & Associates Inc | 4,117 | $563.2K | 0.04% | +2,117+105.9% | Added |
| Parkside Financial Bank & Trust | 4,137 | $566.0K | 0.04% | +56+1.4% | Added |
| Cornerstone Wealth Group, LLC | 4,139 | $566.3K | 0.03% | +1,625+64.6% | Added |
| Kera Capital Partners, Inc. | 4,141 | $566.5K | 0.05% | +259+6.7% | Added |
| Arvest Investments, Inc. | 4,149 | $567.6K | 0.07% | −103−2.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,149 | $567.6K | 0.03% | +60+1.5% | Added |
| Waycross Partners, LLC | 4,180 | $571.9K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,190 | $573.3K | 0.04% | +23+0.6% | Added |
| Ironwood Investment Counsel, LLC | 4,210 | $576.0K | 0.08% | +69+1.7% | Added |
| Vigilare Wealth Management | 4,229 | $578.6K | 0.18% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,251 | $581.6K | 0.04% | +16+0.4% | Added |
| Heritage Wealth Management, Inc. | 4,260 | $582.8K | 0.15% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 4,280 | $585.5K | 0.18% | −82−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,296 | $587.7K | 0.03% | −135−3.0% | Reduced |
| Virtue Capital Management, LLC | 4,304 | $588.8K | 0.08% | −188−4.2% | Reduced |
| Baldwin Brothers Inc | 4,305 | $589.0K | 0.04% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,310 | $589.7K | 0.11% | −502−10.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,320 | $591.0K | 0.03% | −450−9.4% | Reduced |
| Monetary Management Group Inc | 4,320 | $591.0K | 0.12% | 00.0% | Unchanged |
| Finward Bancorp | 4,322 | $591.3K | 0.45% | −50−1.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 4,342 | $594.1K | 0.26% | −569,027−99.2% | Reduced |
| Creative Financial Designs Inc | 4,361 | $596.7K | 0.03% | +210+5.1% | Added |
| Sterling Wealth Management, Inc. | 4,361 | $596.7K | 0.15% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 4,371 | $598.1K | 0.18% | −77−1.7% | Reduced |
| Mayflower Financial Advisors, LLC | 4,373 | $598.3K | 0.05% | +2,190+100.3% | Added |
| SageView Advisory Group, LLC | 4,388 | $600.3K | 0.02% | −454−9.4% | Reduced |
| Valmark Advisers, Inc. | 4,414 | $603.8K | 0.01% | +1,625+58.3% | Added |
| Essex Savings Bank | 4,415 | $604.0K | 0.13% | −20.0% | Reduced |
| Spire Wealth Management | 4,423 | $605.1K | 0.02% | −7,324−62.3% | Reduced |
| Sowell Financial Services LLC | 4,439 | $607.3K | 0.02% | −32−0.7% | Reduced |
| Gilbert & Cook, Inc. | 4,440 | $607.4K | 0.07% | +77+1.8% | Added |
| Rossmore Private Capital | 4,454 | $609.4K | 0.05% | −300−6.3% | Reduced |
| Institute for Wealth Management, LLC. | 4,458 | $609.9K | 0.05% | −100−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 4,478 | $612.6K | 0.02% | −236−5.0% | Reduced |
| Himension Fund | 4,486 | $613.7K | 0.04% | −2,347−34.3% | Reduced |
| Kathmere Capital Management, LLC | 4,489 | $614.1K | 0.03% | −255−5.4% | Reduced |
| MKT Advisors LLC | 4,469 | $614.6K | 0.19% | −679−13.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,516 | $617.8K | 0.09% | −10−0.2% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 4,535 | $620.4K | 0.48% | +546+13.7% | Added |
| AlphaCore Capital LLC | 4,537 | $620.7K | 0.01% | +1,346+42.2% | Added |
| Moneta Group Investment Advisors LLC | 4,538 | $620.9K | 0.00% | +186+4.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,541 | $621.2K | 0.06% | +60+1.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,548 | $622.8K | 0.03% | +1,139+33.4% | Added |
| Aberdeen Wealth Management LLC | 4,563 | $624.3K | 0.30% | −495−9.8% | Reduced |
| Investment House LLC | 4,566 | $624.7K | 0.03% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 4,600 | $629.3K | 0.05% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 4,618 | $631.8K | 0.23% | +69+1.5% | Added |
| Pinnacle West Asset Management, Inc. | 4,665 | $638.0K | 0.44% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,666 | $638.4K | 0.10% | +4,666 | New |
| Fee-Only Financial Planning, L.C. | 4,669 | $638.8K | 0.34% | −100−2.1% | Reduced |
| Shah Wealth Advisors, LLC | 4,669 | $638.8K | 0.15% | +4,669 | New |
| Boston Private Wealth LLC | 4,674 | $639.4K | 0.04% | −247−5.0% | Reduced |
| Rockport Wealth LLC | 4,699 | $642.9K | 0.11% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,725 | $646.4K | 0.02% | +298+6.7% | Added |
| Community Trust & Investment Co | 4,730 | $647.1K | 0.03% | +77+1.7% | Added |
| Northcape Wealth Management, LLC | 4,738 | $648.2K | 0.17% | −500−9.5% | Reduced |
| Stock Yards Bank & Trust Co | 4,750 | $649.8K | 0.02% | −625−11.6% | Reduced |
| Cohen Investment Advisors LLC | 4,788 | $655.0K | 0.29% | +15+0.3% | Added |
| Radnor Capital Management, LLC | 4,789 | $655.2K | 0.09% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,805 | $657.3K | 0.01% | +3,148+190.0% | Added |
| Atalanta Sosnoff Capital, LLC | 4,816 | $658.9K | 0.01% | −519−9.7% | Reduced |
| Stratos Wealth Advisors, LLC | 4,817 | $659.0K | 0.04% | −316−6.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,829 | $660.7K | 0.01% | −347−6.7% | Reduced |
| Barry Investment Advisors, LLC | 4,829 | $660.7K | 0.14% | −480−9.0% | Reduced |
| Ingalls & Snyder LLC | 4,829 | $661.0K | 0.02% | +2,294+90.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,832 | $661.1K | 0.18% | +364+8.1% | Added |
| Sig Brokerage, LP | 4,836 | $661.6K | 0.11% | +4,836 | New |
| Spectrum Strategic Capital Management, LLC | 4,851 | $663.7K | 0.33% | +334+7.4% | Added |
| High Net Worth Advisory Group LLC | 4,853 | $663.9K | 0.14% | −150−3.0% | Reduced |
| Jacobi Capital Management LLC | 4,858 | $664.7K | 0.03% | +348+7.7% | Added |
| Southland Equity Partners LLC | 4,869 | $666.1K | 0.12% | +98+2.1% | Added |
| Franklin Street Advisors Inc | 4,888 | $668.7K | 0.04% | +95+2.0% | Added |