L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 18 listed it in both
Shares listed
72,412,537
combined, among listed positions
Reported value
$8.3bn
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,331,178.

Managers listing AEP in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Invesco Ltd19,687,454$2.3bn0.21%Added+12,312,23719 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP14,639,127$1.7bn0.30%Trimmed-1,958,76017 Feb 2026 (the filing on sec.gov)
Dodge & Cox9,342,540$1.1bn0.58%Trimmed-180,97613 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP5,473,622$631m0.20%Added+249,77417 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,906,128$566munder 0.1%Added+1,054,42717 Feb 2026 (the filing on sec.gov)
MFS Investment Management4,508,041$520m0.17%Trimmed-124,12222 Jan 2026 (the filing on sec.gov)
Soroban Capital Partners LP2,565,987$289m2.01%Trimmed-1,438,69917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC2,117,381$244m0.13%Trimmed-468,22417 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors1,482,302$171munder 0.1%Added+10,09211 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,381,967$159m0.07%Added+1,201,66317 Feb 2026 (the filing on sec.gov)
Carl C. Icahn1,205,300$139m1.65%Held017 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc779,005$90munder 0.1%Added+1,60617 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC636,917$73munder 0.1%Added+21,07117 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC605,207$70m0.05%Added+9,71227 Oct 2026 (the filing on sec.gov)
Acadian Asset Management LLC572,917$66m0.11%Added+355,93010 Feb 2026 (the filing on sec.gov)
D1 Capital Partners LP344,100$40m0.37%Newnew17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP333,331$38munder 0.1%Trimmed-1,844,38713 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC321,917$37m0.15%Added+312,76413 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP253,380$29munder 0.1%Trimmed-1,517,85117 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP250,201$29m0.10%Added+109,43113 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP216,735$25munder 0.1%Added+68,90117 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC180,128$21munder 0.1%Added+50,85617 Feb 2026 (the filing on sec.gov)
Man Group PLC101,058$12munder 0.1%Added+52,55617 Feb 2026 (the filing on sec.gov)
Woodline Partners LP91,317$11munder 0.1%Added+20,63817 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.89,488$10munder 0.1%Trimmed-223,60117 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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.

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 →