L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 19 listed it in both
Shares listed
72,911,093
combined, among listed positions
Reported value
$9.5bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 22 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +498,556.

Managers listing AEP in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
Invesco Ltd19,053,297$2.5bn0.24%Trimmed-634,15712 May 2026 (the filing on sec.gov)
Wellington Management Group LLP13,156,392$1.7bn0.32%Trimmed-1,482,73515 May 2026 (the filing on sec.gov)
Dodge & Cox8,739,835$1.1bn0.63%Trimmed-602,70514 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)6,079,338$797munder 0.1%Added+1,173,21015 May 2026 (the filing on sec.gov)
AllianceBernstein LP5,283,217$609m0.20%Trimmed-190,40515 May 2026 (the filing on sec.gov)
MFS Investment Management4,493,458$591m0.20%Trimmed-14,58314 May 2026 (the filing on sec.gov)
Millennium Management LLC4,151,358$544m0.23%Added+2,769,39115 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,219,198$291m0.14%Added+2,194,19818 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,565,748$205m0.09%Trimmed-551,63315 May 2026 (the filing on sec.gov)
Capital Research Global Investors1,491,127$195munder 0.1%Added+8,82513 May 2026 (the filing on sec.gov)
Carl C. Icahn1,205,300$158m1.85%Held015 May 2026 (the filing on sec.gov)
Soroban Capital Partners LP1,131,523$148m0.29%Trimmed-1,434,46415 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc767,254$101munder 0.1%Trimmed-11,75115 May 2026 (the filing on sec.gov)
Point72 Asset Management LP632,175$83m0.11%Newnew15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC603,766$79m0.06%Trimmed-1,44127 Oct 2026 (the filing on sec.gov)
Acadian Asset Management LLC392,679$51m0.07%Trimmed-180,23813 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP317,743$42m0.33%Added+235,36314 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP295,782$39m0.13%Added+45,58113 May 2026 (the filing on sec.gov)
Citadel Advisors LLC282,578$37munder 0.1%Trimmed-354,33915 May 2026 (the filing on sec.gov)
Verition Fund Management LLC237,186$31m0.20%Trimmed-84,73115 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC223,175$29munder 0.1%Added+197,25015 May 2026 (the filing on sec.gov)
Two Sigma Investments LP179,732$24munder 0.1%Trimmed-73,64815 May 2026 (the filing on sec.gov)
Woodline Partners LP105,672$14m0.05%Added+14,35515 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP54,746$7.2munder 0.1%Trimmed-161,98915 May 2026 (the filing on sec.gov)
Bridgewater Associates LP51,869$6.8munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 →