AMERICAN ELEC PWR CO INC (AEP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
84
Reporting holders
$238.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,907
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $83.1M | 700,054 | 0.99% | 26q | -22.5%-$24.2M |
| EASTERN BANK | $51.2M | 431,974 | 0.78% | 32q | +1.8%+$920.9K |
| Allen Mooney & Barnes Investment Advisors LLC | $17.1M | 144,228 | 2.54% | 19q | +0.9%+$154.5K |
| Gradient Investments LLC | $16.2M | 136,900 | 0.23% | 7q | +12.9%+$1.9M |
| Venture Visionary Partners LLC | $8.5M | 71,862 | 0.22% | 24q | +8.8%+$690.0K |
| Eastover Investment Advisors LLC | $7.9M | 66,900 | 3.09% | 27q | +1.1%+$85.2K |
| CoreCap Advisors, LLC | $7.2M | 61,075 | 0.21% | 9q | +13.1%+$839.0K |
| MassMutual Private Wealth & Trust, FSB | $6.6M | 55,698 | 0.17% | 32q | -1.1%-$71.7K |
| VALLEY WEALTH MANAGERS, INC. | $4.9M | 41,120 | 0.28% | 15q | +2.0%+$94.0K |
| Farther Finance Advisors, LLC | $4.1M | 34,343 | 0.03% | 16q | +19.3%+$659.4K |
| GAMMA Investing LLC | $3.9M | 32,717 | 0.13% | 12q | +1.6%+$60.9K |
| Mirador Capital Partners LP | $1.7M | 14,140 | 0.20% | 32q | +12.0%+$179.1K |
| Wedmont Private Capital | $1.5M | 12,569 | 0.04% | 17q | +34.1%+$391.3K |
| Apella Capital, LLC | $1.4M | 11,183 | 0.02% | 12q | +32.4%+$334.3K |
| LAWOOD & CO | $1.2M | 10,374 | 0.85% | 4q | +0.6%+$6.9K |
| PARK NATIONAL CORP /OH/ | $1.1M | 9,373 | 0.03% | 32q | -1.5%-$16.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.1M | 9,316 | 0.09% | 32q | +6.3%+$65.6K |
| Dickmeyer Boyce Financial Management, Inc. | $1.0M | 8,583 | 0.52% | 3q | HELD |
| Monument Capital Management | $1.0M | 8,503 | 0.21% | 7q | -14.9%-$177.1K |
| STABLEFORD CAPITAL II LLC | $946.0K | 7,974 | 0.33% | 3q | +18.9%+$150.6K |
| ARMSTRONG ADVISORY GROUP, INC | $938.6K | 7,911 | 0.06% | 16q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $893.2K | 7,529 | 0.06% | 11q | +12.0%+$95.5K |
| Valeo Financial Advisors, LLC | $848.5K | 7,152 | 0.02% | 32q | +12.7%+$95.6K |
| Graves Light Lenhart Wealth, Inc. | $818.4K | 6,898 | 0.08% | 32q | HELD |
| Avidian Wealth Enterprises, LLC | $776.2K | 6,543 | 0.02% | 8q | +2.6%+$19.6K |
| Bank & Trust Co | $737.8K | 6,219 | 0.46% | 10q | -2.4%-$18.0K |
| Athena Wealth Management, LLC | $682.2K | 5,750 | 0.49% | 2q | +1.5%+$10.0K |
| ATWOOD & PALMER INC | $652.5K | 5,500 | 0.03% | 32q | HELD |
| Shulman DeMeo Asset Management LLC | $651.6K | 5,442 | 0.13% | 21q | -1.0%-$6.5K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $611.4K | 5,152 | 0.44% | 4q | +13.6%+$73.2K |
| Everhart Financial Group, Inc. | $591.5K | 4,986 | 0.04% | 5q | -9.1%-$59.1K |
| HF Advisory Group, LLC | $531.1K | 4,476 | 0.16% | 16q | +2.4%+$12.5K |
| Cooper Financial Group | $464.8K | 3,918 | 0.04% | 2q | +4.6%+$20.6K |
| Legacy Private Trust Co. | $407.6K | 3,436 | 0.02% | 7q | HELD |
| Versant Capital Management, Inc | $405.7K | 3,420 | 0.03% | 32q | +28.8%+$90.6K |
| Douglas Lane & Associates, LLC | $397.9K | 3,354 | 0.01% | 22q | HELD |
| David J Yvars Group | $395.8K | 3,336 | 0.18% | 24q | HELD |
| Wealth Enhancement Trust Services, Inc. | $390.4K | 3,291 | 0.04% | 4q | -62.1%-$640.1K |
| CENTRAL BANK & TRUST CO | $344.1K | 2,900 | 0.05% | 32q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $328.5K | 2,769 | 0.08% | 32q | HELD |
| Peoples Bank/KS | $305.4K | 2,574 | 0.30% | 13q | -25.5%-$104.6K |
| Financial Enhancement Group LLC | $293.4K | 2,403 | 0.03% | 7q | +0.6%+$1.8K |
| Balefire, LLC | $291.4K | 2,456 | 0.05% | 5q | +49.9%+$97.0K |
| ROCKLAND TRUST CO | $282.5K | 2,381 | 0.01% | 4q | +0.7%+$2.0K |
| Private Capital Advisors, Inc. | $265.9K | 2,241 | 0.02% | 11q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $262.3K | 2,211 | 0.05% | 2q | +7.1%+$17.4K |
| LEGACY SOLUTIONS, LLC | $245.2K | 2,067 | 0.19% | 7q | -6.8%-$18.0K |
| Central Pacific Bank - Trust Division | $240.2K | 2,025 | 0.03% | 11q | -8.4%-$21.9K |
| Grove Bank & Trust | $231.1K | 1,948 | 0.02% | 32q | +1.4%+$3.2K |
| INSPIRION WEALTH ADVISORS, LLC | $229.8K | 1,937 | 0.03% | 4q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $226.7K | 1,911 | 0.01% | 4q | -3.7%-$8.8K |
| RIVERSEDGE ADVISORS, LLC | $204.4K | 1,723 | 0.03% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $181.4K | 1,529 | 0.02% | 17q | -20.7%-$47.5K |
| Rosenberg Matthew Hamilton | $174.4K | 1,470 | 0.03% | 27q | HELD |
| Dakota Community Bank & Trust NA | $158.0K | 1,332 | 0.45% | 10q | HELD |
| TOMPKINS FINANCIAL CORP | $146.6K | 1,236 | 0.01% | 31q | -2.0%-$3.0K |
| ACIMA PRIVATE WEALTH, LLC | $145.2K | 1,224 | 0.04% | 32q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $136.8K | 1,153 | 0.09% | 4q | HELD |
| Coastline Trust Co | $100.4K | 846 | 0.01% | 9q | HELD |
| Olistico Wealth, LLC | $95.1K | 802 | 0.04% | 4q | HELD |
| Byrne Asset Management LLC | $77.8K | 650 | 0.04% | 13q | +32.7%+$19.2K |
| Bangor Savings Bank | $72.6K | 612 | 0.01% | 18q | HELD |
| GK Wealth Management LLC | $54.3K | 458 | 0.03% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $41.6K | 351 | 0.01% | 8q | +80.9%+$18.6K |
| Bullock Wealth Management Group | $38.9K | 325 | 0.02% | 11q | HELD |
| Aventus Investment Advisors, Inc. | $38.0K | 320 | 0.03% | 6q | HELD |
| Hickory Point Bank & Trust | $35.6K | 300 | 0.02% | 3q | -15.3%-$6.4K |
| MJT & Associates Financial Advisory Group, Inc. | $35.6K | 300 | 0.02% | 7q | HELD |
| GoalVest Advisory LLC | $35.4K | 298 | 0.01% | 7q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $34.8K | 293 | 0.01% | 12q | +0.7% |
| FIRST COMMUNITY TRUST NA | $31.6K | 266 | 0.01% | 10q | HELD |
| Paladin Partners, LLC | $29.9K | 252 | 0.02% | 2q | HELD |
| Sarver Vrooman Wealth Advisors | $26.5K | 223 | 0.02% | 7q | HELD |
| Bank of New Hampshire | $24.3K | 205 | 0.01% | 7q | HELD |
| Trust Co | $19.2K | 162 | 0.00% | 4q | -50.5%-$19.6K |
| Mn Services Vermogensbeheer B.V. | $18.8K | 158,325 | 0.14% | 14q | HELD |
| Pacifica Partners Inc. | $17.6K | 147 | 0.01% | 3q | HELD |
| Retirement Wealth Solutions LLC | $15.4K | 130 | 0.01% | 8q | +9.2%+$1.3K |
| Planning Strategies Inc. | $14.6K | 123 | 0.01% | 2q | HELD |
| Roxbury Financial LLC | $12.1K | 102 | 0.01% | 8q | HELD |
| General Partner, Inc. | $10.1K | 85 | 0.01% | 15q | HELD |
| Investors Research Corp | $6.6K | 56 | 0.00% | 7q | HELD |
| Marquette Asset Management, LLC | $6.1K | 51 | 0.00% | 5q | HELD |
| Polaris Financial Partners | $2.9K | 23,992 | 1.29% | new | FIRST |
| TOTH FINANCIAL ADVISORY CORP | $2.8K | 24 | 0.00% | 6q | +60.0%+$1.1K |
| Davis Capital Management | $2.7K | 23 | 0.00% | 5q | +27.8% |
| CX Institutional | $2.0K | 16,808 | 0.05% | 19q | HELD |
| NEVILLE RODIE & SHAW INC | $740 | 6,240 | 0.05% | 32q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-08 | Dixon Kate | Controller, CAO | Sold | 2,000 | $250.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 84 | $238.6M | 2,010,093 | 2 | 34 | 16 | 0.0% |
| Q2 2026 | 1,991 | $74.9B | 542,555,311 | 150 | 801 | 518 | 0.9% |
| Q1 2026 | 1,931 | $62.1B | 470,073,781 | 194 | 654 | 568 | 0.9% |
| Q4 2025 | 1,868 | $53.1B | 453,194,162 | 155 | 685 | 489 | 1.6% |
| Q3 2025 | 1,726 | $50.7B | 444,550,143 | 167 | 641 | 437 | 1.5% |
| Q2 2025 | 1,651 | $46.5B | 441,582,170 | 100 | 628 | 462 | 1.5% |
| Q1 2025 | 1,689 | $48.9B | 440,880,466 | 226 | 616 | 434 | 1.5% |
| Q4 2024 | 1,537 | $38.3B | 410,596,132 | 89 | 545 | 460 | 1.2% |
| Q3 2024 | 1,506 | $43.0B | 413,375,836 | 149 | 488 | 474 | 1.5% |
| Q2 2024 | 1,431 | $36.1B | 405,872,190 | 137 | 499 | 439 | 1.5% |
| Q1 2024 | 1,365 | $38.0B | 431,129,573 | 114 | 498 | 439 | 2.6% |
| Q4 2023 | 1,358 | $34.2B | 409,649,271 | 126 | 405 | 484 | 2.7% |
| Q3 2023 | 1,281 | $29.8B | 390,102,960 | 94 | 454 | 409 | 1.5% |
| Q2 2023 | 1,316 | $32.6B | 381,906,715 | 76 | 449 | 430 | 1.4% |
| Q1 2023 | 1,360 | $35.2B | 383,211,500 | 92 | 480 | 412 | 1.3% |
| Q4 2022 | 1,393 | $37.5B | 392,095,256 | 112 | 495 | 389 | 1.1% |
| Q3 2022 | 1,336 | $33.7B | 384,169,221 | 88 | 480 | 370 | 1.3% |
| Q2 2022 | 1,370 | $37.0B | 382,189,237 | 99 | 482 | 394 | 1.1% |
| Q1 2022 | 1,388 | $38.1B | 378,354,523 | 153 | 484 | 379 | 1.2% |
| Q4 2021 | 1,315 | $33.3B | 368,470,385 | 114 | 406 | 389 | 1.7% |
| Q3 2021 | 1,195 | $30.3B | 367,728,151 | 84 | 417 | 325 | 1.4% |
| Q2 2021 | 1,205 | $31.6B | 369,618,423 | 107 | 452 | 322 | 1.1% |
| Q1 2021 | 1,188 | $31.7B | 369,154,189 | 96 | 411 | 405 | 1.3% |
| Q4 2020 | 1,212 | $31.0B | 368,432,945 | 92 | 393 | 388 | 1.1% |
| Q3 2020 | 1,119 | $30.7B | 372,912,552 | 78 | 340 | 387 | 0.9% |
| Q2 2020 | 1,131 | $29.6B | 368,444,664 | 91 | 370 | 395 | 0.9% |
| Q1 2020 | 1,148 | $29.9B | 371,261,697 | 94 | 356 | 429 | 1.1% |
| Q4 2019 | 1,206 | $35.9B | 373,046,685 | 62 | 370 | 367 | 1.7% |
| Q3 2019 | 1,138 | $35.1B | 369,535,491 | 79 | 351 | 363 | 1.4% |
| Q2 2019 | 1,126 | $32.8B | 366,871,631 | 72 | 359 | 370 | 1.6% |
| Q1 2019 | 1,135 | $30.9B | 364,285,424 | 102 | 358 | 371 | 1.2% |
| Q4 2018 | 1,088 | $27.9B | 370,100,698 | 11 | 13 | 22 | 0.9% |