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 |
|---|---|---|---|---|---|
| Verus Financial Partners, Inc. | 2,149 | $294.0K | 0.03% | +10.0% | Added |
| MFA Wealth Services | 2,139 | $292.6K | 0.17% | +462+27.5% | Added |
| Alta Advisers Ltd | 2,139 | $292.6K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,139 | $292.6K | 0.09% | +1,255+142.0% | Added |
| Forum Financial Management, LP | 2,139 | $292.6K | 0.00% | +224+11.7% | Added |
| Schmidt P J Investment Management Inc | 2,134 | $292.0K | 0.05% | −100−4.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,133 | $291.8K | 0.02% | +359+20.2% | Added |
| Flatrock Wealth Partners LLC | 2,124 | $290.6K | 0.11% | −649−23.4% | Reduced |
| Defiance ETFs, LLC | 2,147 | $290.0K | 0.00% | +371+20.9% | Added |
| Koss-Olinger Consulting, LLC | 2,117 | $289.7K | 0.02% | −229−9.8% | Reduced |
| Good Steward Wealth Advisors,LLC | 2,117 | $289.6K | 0.17% | −40−1.9% | Reduced |
| Rockbridge Capital Management LLC | 2,116 | $289.5K | 0.19% | 00.0% | Unchanged |
| Dougherty & Associates, LLC | 2,115 | $289.4K | 0.23% | +2+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,110 | $288.7K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,109 | $288.5K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,099 | $287.2K | 0.01% | +10.0% | Added |
| Balanced Wealth Group LLC | 2,091 | $286.0K | 0.09% | +8+0.4% | Added |
| Sym Financial Corp | 2,088 | $285.7K | 0.02% | +25+1.2% | Added |
| Richardson Financial Services Inc. | 2,078 | $284.3K | 0.16% | −69−3.2% | Reduced |
| Leslie Global Wealth, LLC | 2,078 | $284.3K | 0.11% | +18+0.9% | Added |
| VSM Wealth Advisory, LLC | 2,072 | $283.5K | 0.08% | +4+0.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,067 | $282.9K | 0.04% | −110−5.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,065 | $282.5K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,064 | $282.4K | 0.06% | +2,064 | New |
| Range Advisory, LLC | 2,063 | $282.3K | 0.03% | +216+11.7% | Added |
| Fortitude Advisory Group L.L.C. | 2,062 | $282.1K | 0.11% | 00.0% | Unchanged |
| William Allan, LLC | 2,057 | $281.4K | 0.14% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,053 | $280.8K | 0.02% | −3,001−59.4% | Reduced |
| Azimuth Capital Investment Management LLC | 2,050 | $280.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,049 | $280.3K | 0.09% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,048 | $280.2K | 0.02% | +132+6.9% | Added |
| Tortuga Wealth Management, Inc | 2,048 | $280.2K | 0.21% | +9+0.4% | Added |
| LVM Capital Management Ltd | 2,045 | $280.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,042 | $279.4K | 0.04% | −35−1.7% | Reduced |
| HMV Wealth Advisors, LLC | 2,042 | $279.4K | 0.11% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2,041 | $279.2K | 0.14% | +147+7.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,034 | $278.3K | 0.01% | −4−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,033 | $278.1K | 0.01% | −149−6.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,031 | $277.8K | 0.18% | +2,031 | New |
| Dumont & Blake Investment Advisors LLC | 2,027 | $277.3K | 0.06% | −40−1.9% | Reduced |
| Alliance Wealth Advisors, LLC | 2,024 | $276.9K | 0.05% | −99−4.7% | Reduced |
| Barnes Wealth Management Group, Inc | 2,015 | $275.7K | 0.13% | −32−1.6% | Reduced |
| AA Financial Advisors, LLC | 2,011 | $275.1K | 0.03% | +61+3.1% | Added |
| Fermata Advisors, LLC | 2,010 | $275.1K | 0.06% | +30+1.5% | Added |
| Marco Investment Management LLC | 2,007 | $274.6K | 0.02% | 00.0% | Unchanged |
| Evanson Financial, LLC | 2,004 | $274.2K | 0.01% | +2,004 | New |
| Copley Financial Group, Inc. | 2,003 | $274.0K | 0.17% | −1,247−38.4% | Reduced |
| U S Global Investors Inc | 2,000 | $273.6K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,000 | $273.6K | 0.06% | 00.0% | Unchanged |
| Aries Wealth Management | 2,000 | $273.6K | 0.05% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 2,000 | $273.6K | 0.04% | +2,000 | New |
| WealthTrust Asset Management, LLC | 1,998 | $273.4K | 0.15% | −26−1.3% | Reduced |
| Pallas Capital Advisors LLC | 1,997 | $273.2K | 0.01% | +8+0.4% | Added |
| Cape Cod Five Cents Savings Bank | 1,996 | $273.1K | 0.02% | +1,996 | New |
| Seamount Financial Group Inc | 1,989 | $272.1K | 0.11% | +10+0.5% | Added |
| Titleist Asset Management, LLC | 1,985 | $271.6K | 0.02% | −52−2.6% | Reduced |
| Great Lakes Advisors, LLC | 1,974 | $270.1K | 0.00% | +250+14.5% | Added |
| Bank of Hawaii | 1,966 | $269.0K | 0.01% | +293+17.5% | Added |
| Independence Bank of Kentucky | 1,965 | $268.8K | 0.03% | −2−0.1% | Reduced |
| First American Trust, FSB | 1,961 | $268.3K | 0.02% | +170+9.5% | Added |
| AlphaGrep UK Ltd | 1,959 | $268.0K | 0.08% | +1,959 | New |
| Thoroughbred Financial Services, LLC | 1,960 | $268.0K | 0.01% | −189−8.8% | Reduced |
| Trustco Bank Corp N Y | 1,957 | $267.7K | 0.20% | +1,957 | New |
| Quantum Financial Advisors, LLC | 1,956 | $267.7K | 0.03% | −38−1.9% | Reduced |
| LiftPoint Family Wealth Advisors LLC | 1,956 | $267.6K | 0.18% | −160−7.6% | Reduced |
| CRA Financial Services, LLC | 1,954 | $267.3K | 0.03% | +275+16.4% | Added |
| West Bancorporation Inc | 1,941 | $265.5K | 0.11% | −540−21.8% | Reduced |
| Third View Private Wealth, LLC | 1,933 | $264.5K | 0.03% | +1,933 | New |
| American National Bank | 1,929 | $263.9K | 0.02% | +235+13.9% | Added |
| Occidental Asset Management, LLC | 1,927 | $263.6K | 0.03% | +11+0.6% | Added |
| Grove Bank & Trust | 1,921 | $262.8K | 0.03% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,916 | $262.1K | 0.04% | +239+14.3% | Added |
| Inspirion Wealth Advisors, LLC | 1,937 | $261.6K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,908 | $261.0K | 0.05% | −54−2.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,904 | $260.5K | 0.02% | +17+0.9% | Added |
| Blue Capital, Inc. | 1,904 | $260.5K | 0.17% | +195+11.4% | Added |
| Manchester Capital Management LLC | 1,903 | $260.4K | 0.03% | +40+2.1% | Added |
| Grimes & Company, Inc. | 1,902 | $260.2K | 0.01% | −78−3.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,901 | $260.1K | 0.03% | +842+79.5% | Added |
| Cornerstone Wealth, LLC | 1,961 | $259.9K | 0.13% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,899 | $259.8K | 0.01% | +306+19.2% | Added |
| Annex Advisory Services, LLC | 1,899 | $259.7K | 0.00% | +87+4.8% | Added |
| 55 North Private Wealth, LLC | 1,898 | $259.7K | 0.05% | +217+12.9% | Added |
| Chelsea Counsel Co | 1,895 | $259.3K | 0.11% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,895 | $259.3K | 0.04% | +32+1.7% | Added |
| Tyche Wealth Partners LLC | 1,895 | $259.2K | 0.04% | −53−2.7% | Reduced |
| Camden Capital, LLC | 1,892 | $258.9K | 0.01% | +19+1.0% | Added |
| Vista Capital Partners, Inc. | 1,890 | $258.6K | 0.02% | −236−11.1% | Reduced |
| REAP Financial Group, LLC | 1,888 | $258.3K | 0.04% | +11+0.6% | Added |
| Financial Advisory Service, Inc. | 1,887 | $258.1K | 0.01% | +9+0.5% | Added |
| TCI Wealth Advisors, Inc. | 1,885 | $257.9K | 0.01% | +50+2.7% | Added |
| SJA Financial Advisory, LLC | 1,885 | $257.9K | 0.16% | +1,885 | New |
| Concord Wealth Partners | 1,884 | $257.8K | 0.03% | −185−8.9% | Reduced |
| Canvas Wealth Advisors, LLC | 1,883 | $257.6K | 0.04% | +130+7.4% | Added |
| Sentinus, LLC | 1,877 | $256.8K | 0.02% | +1,877 | New |
| Wealth Architects, LLC | 1,869 | $255.7K | 0.02% | +4+0.2% | Added |
| Cape Investment Advisory, Inc. | 1,868 | $255.6K | 0.07% | +1,868 | New |
| Sagewood Asset Management LP | 1,867 | $255.4K | 0.06% | −446−19.3% | Reduced |
| Affiance Financial, LLC | 1,860 | $254.5K | 0.04% | +1,860 | New |
| LRI Investments, LLC | 1,858 | $254.2K | 0.02% | +15+0.8% | Added |