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AEP · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AEPD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AEP
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterAEPD
Q3 202018 holders, $7.5bn20 holders, $8.7bn
Q4 202018 holders, $7.4bn28 holders, $7.2bn
Q1 202119 holders, $7.7bn26 holders, $7.4bn
Q2 202121 holders, $6.6bn21 holders, $7.5bn
Q3 202121 holders, $5.3bn16 holders, $7.2bn
Q4 202122 holders, $5.8bn18 holders, $8.2bn
Q1 202218 holders, $6.6bn19 holders, $9.3bn
Q2 202219 holders, $5.9bn20 holders, $9.3bn
Q3 202222 holders, $5.4bn17 holders, $7.5bn
Q4 202215 holders, $5.5bn24 holders, $6.3bn
Q1 202319 holders, $5.6bn19 holders, $6.1bn
Q2 202320 holders, $5.0bn12 holders, $5.7bn
Q3 202318 holders, $4.6bn12 holders, $5.4bn
Q4 202315 holders, $5.0bn15 holders, $6.4bn
Q1 202413 holders, $5.5bn10 holders, $6.5bn
Q2 202416 holders, $5.7bn9 holders, $6.2bn
Q3 202418 holders, $6.9bn14 holders, $7.4bn
Q4 202415 holders, $5.2bn13 holders, $6.5bn
Q1 202521 holders, $7.8bn16 holders, $7.0bn
Q2 202519 holders, $6.2bn10 holders, $8.8bn
Q3 202520 holders, $6.8bn8 holders, $9.8bn
Q4 202521 holders, $8.1bn12 holders, $10.5bn
Q1 202621 holders, $9.3bn11 holders, $10.4bn
Q2 202627 holders, $10.6bn13 holders, $12.4bn
AEP

American Elec PWR Co Inc

Holders
21
Reported value
$8.1bn
Buyers
20
Sellers
16

Breadth +4 among 92 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
12
Reported value
$10.5bn
Buyers
16
Sellers
11

Breadth +5 among 92 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q4 2025

Among the 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AEP (15)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Carl C. Icahn, D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Verition Fund Management LLC, Woodline Partners LP

Only D (6)

Balyasny Asset Management LLC, First Eagle Investment Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Soros Fund Management LLC, T. Rowe Price Associates Inc

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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