American Electric Power Company, Inc.
DE ˙ XTRA ˙ US0255371017
105,12 € ↓ -2,56 (-2,38%)
2026-06-02
DEL PRIS
SecurityDE:AEP / American Electric Power Company, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership14,959 shares
Latest Disclosed Value $ 1,960,812
Wealthspire Advisors, LLC reports 16.69% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 14,959 shares of American Electric Power Company, Inc. (DE:AEP) valued at $1,697,846 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 17,956 shares of American Electric Power Company, Inc.. This represents a change in shares of -16.69% during the quarter. The current value of the position is $1,572,490 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 14,959 -2,997 -16.69 1,961 -5.31 0.0154
2026-02-12 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 17,956 2,066 13.00 2,070 15.84 0.0165
2025-11-14 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 15,890 -368 -2.26 1,788 5.99 0.0093
2025-08-11 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 16,258 847 5.50 1,687 0.18 0.0095
2025-05-09 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 15,411 47 0.31 1,684 18.77 0.0101
2025-02-04 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 15,364 -971 -5.94 1,417 -15.40 0.0141
2024-11-13 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 16,335 235 1.46 1,676 18.63 0.0171
2024-08-08 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 16,100 256 1.62 1,413 3.52 0.0181
2024-05-06 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 15,844 -528 -3.23 1,364 2.63 0.0182
2024-02-07 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 16,372 3,879 31.05 1,330 41.53 0.0189
2023-11-06 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 12,493 -532 -4.08 940 -14.32 0.0155
2023-08-01 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 13,025 163 1.27 1,097 -6.32 0.0179
2023-05-09 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 12,862 -506 -3.79 1,170 -7.80 0.0201
2023-02-14 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 13,368 1,068 8.68 1,269 19.38 0.0231
2022-11-14 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 12,300 -1,844 -13.04 1,063 -21.67 0.0222
2022-08-09 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 14,144 2,016 16.62 1,357 12.15 0.0284
2022-05-09 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 12,128 2,250 22.78 1,210 37.66 0.0272
2022-02-14 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 9,878 863 9.57 879 20.08 0.0194
2021-11-15 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 9,015 -151 -1.65 732 -5.55 0.0152
2021-08-13 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 9,166 -3,672 -28.60 775 -28.70 0.0204
2021-05-17 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 12,838 3,380 35.74 1,087 37.94 0.0258
2021-02-16 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 9,458 6,372 206.48 788 212.70 0.0235
2020-11-16 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 3,086 303 10.89 252 13.51 0.0150
2020-08-14 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 2,783 -6,174 -68.93 222 -68.99 0.0155
2020-05-12 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 8,957 8,957 716 0.0300
2019-05-07 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 0 -296 -100.00 0 -100.00
2019-02-14 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 296 296 22 0.0021
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.