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AEP in the 13F filings

American Elec PWR Co Inc · CUSIP 025537101

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 9 Aug 2024
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 11 listed it in both
Shares listed
64,809,014
combined, among listed positions
Reported value
$5.7bn
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing AEP in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Wellington Management Group LLP20,823,450$1.8bn0.33%Trimmed-4,053,54914 Aug 2024 (the filing on sec.gov)
Dodge & Cox11,831,805$1.0bn0.62%Added+467,50013 Aug 2024 (the filing on sec.gov)
Invesco Ltd8,411,296$738m0.16%Added+54,99213 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)5,779,789$507munder 0.1%Addedn.a.5 Nov 2026 (the filing on sec.gov)
MFS Investment Management5,163,975$453m0.14%Trimmed-89,8209 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP4,444,096$390m0.14%Trimmed-299,37414 Aug 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,791,125$157m0.08%Trimmed-37,40914 Aug 2024 (the filing on sec.gov)
Soroban Capital Partners LP1,771,219$155m2.28%Trimmed-2,456,14814 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP1,523,907$134m0.35%Addedn.a.16 Sep 2024 (the filing on sec.gov)
Capital Research Global Investors1,442,039$127munder 0.1%Added+213 Aug 2024 (the filing on sec.gov)
Carl C. Icahn1,205,300$106m0.98%Held014 Aug 2024 (the filing on sec.gov)
Balyasny Asset Management LLC348,525$31m0.05%Newnew14 Aug 2024 (the filing on sec.gov)
Verition Fund Management LLC192,881$17m0.09%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP38,254$3.4munder 0.1%Trimmed-82,06714 Aug 2024 (the filing on sec.gov)
PDT Partners LLC23,000$2.0m0.19%Added+3015 Aug 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP18,353$1.6munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
18 in Q3 2024 to 27 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AEP by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201319$1.5bnn.a.n.a.
Q3 201317$1.7bnn.a.n.a.
Q4 201316$2.1bnn.a.n.a.
Q1 201419$2.2bnn.a.n.a.
Q2 201417$2.4bnn.a.n.a.
Q3 201420$2.2bnn.a.n.a.
Q4 201413$2.8bnn.a.n.a.
Q1 201517$2.6bnn.a.n.a.
Q2 201514$2.5bnn.a.n.a.
Q3 201517$2.8bnn.a.n.a.
Q4 201518$2.7bnn.a.n.a.
Q1 201619$2.9bnn.a.n.a.
Q2 201618$3.7bnn.a.n.a.
Q3 201620$3.6bnn.a.n.a.
Q4 201622$3.7bnn.a.n.a.
Q1 201720$3.9bnn.a.n.a.
Q2 201720$4.2bnn.a.n.a.
Q3 201722$4.0bnn.a.n.a.
Q4 201721$4.6bnn.a.n.a.
Q1 201817$4.5bnn.a.n.a.
Q2 201824$5.1bnn.a.n.a.
Q3 201821$5.1bnn.a.n.a.
Q4 201822$5.4bnn.a.n.a.
Q1 201923$6.1bnn.a.n.a.
Q2 201922$6.6bnn.a.n.a.
Q3 201922$7.0bnn.a.n.a.
Q4 201925$7.5bnn.a.n.a.
Q1 202027$6.3bnn.a.n.a.
Q2 202025$6.6bnn.a.n.a.
Q3 202018$7.5bnn.a.n.a.
Q4 202018$7.4bnn.a.n.a.
Q1 202119$7.7bnn.a.n.a.
Q2 202121$6.6bnn.a.n.a.
Q3 202121$5.3bnn.a.n.a.
Q4 202122$5.8bnn.a.n.a.
Q1 202218$6.6bnn.a.n.a.
Q2 202219$5.9bnn.a.n.a.
Q3 202222$5.4bnn.a.n.a.
Q4 202215$5.5bnn.a.n.a.
Q1 202319$5.6bnn.a.n.a.
Q2 202320$5.0bnn.a.n.a.
Q3 202318$4.6bnn.a.n.a.
Q4 202315$5.0bn88
Q1 202413$5.5bn86
Q2 202416$5.7bn97
Q3 202418$6.9bn116
Q4 202415$5.2bn77
Q1 202521$7.8bn157
Q2 202519$6.2bn109
Q3 202520$6.8bn126
Q4 202521$8.1bn2016
Q1 202621$9.3bn1322
Q2 202627$10.6bn2712

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AEP and SO →AEP and D →AEP and NEE →Choose a stock to compare with AEP →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AEP, latest filings →Back to the 13F Explorer →