L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 29 Oct 2025
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 14 listed it in both
Shares listed
60,581,481
combined, among listed positions
Reported value
$6.8bn
combined, at the quarter end

Among the 95 comparable managers: 12 buyers (opened or added shares) and 6 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Wellington Management Group LLP16,597,887$1.9bn0.33%Trimmed-1,073,67214 Nov 2025 (the filing on sec.gov)
Dodge & Cox9,523,516$1.1bn0.58%Trimmed-48,88713 Nov 2025 (the filing on sec.gov)
Invesco Ltd7,375,217$830m0.13%Trimmed-426,99413 Nov 2025 (the filing on sec.gov)
AllianceBernstein LP5,223,848$588m0.19%Added+388,54014 Nov 2025 (the filing on sec.gov)
MFS Investment Management4,632,163$521m0.16%Trimmed-158,12429 Oct 2025 (the filing on sec.gov)
Soroban Capital Partners LP4,004,686$451m3.40%Held014 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC2,585,605$287m0.18%Added+1,400,54714 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP2,177,718$245m0.25%Added+287,54113 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP1,771,231$199m0.30%Added+665,72014 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors1,472,210$166munder 0.1%Added+9,21313 Nov 2025 (the filing on sec.gov)
Carl C. Icahn1,205,300$136m1.48%Held014 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP993,435$112m0.19%Newnew14 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC786,900$89m0.12%Addedn.a.13 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd784,876$88munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC595,495$67munder 0.1%Added+90,23027 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP388,200$44m0.09%Trimmed-894,70014 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC216,987$24munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP140,770$16m0.05%Trimmed-149,33015 Dec 2025 (the filing on sec.gov)
Woodline Partners LP70,679$8.0munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP34,758$3.9munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, 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.

Exited (0)

No exit shown by a manager’s own filing.

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 →