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D · AEP 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.

DAEP
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.
  • D
  • AEP
0102030202120222023202420252026
Holders and value by quarter
QuarterDAEP
Q3 202020 holders, $8.7bn18 holders, $7.5bn
Q4 202028 holders, $7.2bn18 holders, $7.4bn
Q1 202126 holders, $7.4bn19 holders, $7.7bn
Q2 202121 holders, $7.5bn21 holders, $6.6bn
Q3 202116 holders, $7.2bn21 holders, $5.3bn
Q4 202118 holders, $8.2bn22 holders, $5.8bn
Q1 202219 holders, $9.3bn18 holders, $6.6bn
Q2 202220 holders, $9.3bn19 holders, $5.9bn
Q3 202217 holders, $7.5bn22 holders, $5.4bn
Q4 202224 holders, $6.3bn15 holders, $5.5bn
Q1 202319 holders, $6.1bn19 holders, $5.6bn
Q2 202312 holders, $5.7bn20 holders, $5.0bn
Q3 202312 holders, $5.4bn18 holders, $4.6bn
Q4 202315 holders, $6.4bn15 holders, $5.0bn
Q1 202410 holders, $6.5bn13 holders, $5.5bn
Q2 20249 holders, $6.2bn16 holders, $5.7bn
Q3 202414 holders, $7.4bn18 holders, $6.9bn
Q4 202413 holders, $6.5bn15 holders, $5.2bn
Q1 202516 holders, $7.0bn21 holders, $7.8bn
Q2 202510 holders, $8.8bn19 holders, $6.2bn
Q3 20258 holders, $9.8bn20 holders, $6.8bn
Q4 202512 holders, $10.5bn21 holders, $8.1bn
Q1 202611 holders, $10.4bn21 holders, $9.3bn
Q2 202613 holders, $12.4bn27 holders, $10.6bn
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
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

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 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

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

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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