American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionAdviser Investments LLC
Latest Disclosed Ownership10,052 shares
Latest Disclosed Value $ 1,317,707
Adviser Investments LLC reports 1.31% increase in ownership of AEP / American Electric Power Company, Inc.

On May 13, 2026 - Adviser Investments LLC filed a 13F-HR form disclosing ownership of 10,052 shares of American Electric Power Company, Inc. (MX:AEP) valued at $1,317,707 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,922 shares of American Electric Power Company, Inc.. This represents a change in shares of 1.31% during the quarter.

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)
2026-05-13 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 10,052 130 1.31 1,318 15.12 0.0080
2026-02-12 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 9,922 -136 -1.35 1,144 1.15 0.0125
2025-11-10 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 10,058 1,862 22.72 1,132 33.06 0.0129
2025-08-06 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 8,196 799 10.80 850 5.20 0.0106
2025-05-13 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 7,397 -817 -9.95 808 6.74 0.0102
2025-02-12 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 8,214 -3,735 -31.26 758 -38.20 0.0093
2024-11-08 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 11,949 -3,583 -23.07 1,226 -10.06 0.0153
2024-08-12 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 15,532 -61 -0.39 1,363 1.49 0.0180
2024-04-29 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 15,593 -500 -3.11 1,343 2.68 0.0181
2024-02-01 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 16,093 11,184 227.83 1,307 254.20 0.0186
2023-10-11 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 4,909 1,268 34.83 369 20.59 0.0080
2023-08-04 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 3,641 -639 -14.93 307 -21.34 0.0067
2023-04-26 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 4,280 0 0.00 389 -6.71 0.0093
2023-01-19 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 4,280 -1,141 -21.05 418 -11.09 0.0104
2022-10-14 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 5,421 765 16.43 469 4.92 0.0330
2022-07-14 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 4,656 2,154 86.09 447 78.80 0.0302
2022-05-04 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 2,502 -62 -2.42 250 9.65 0.0162
2022-01-31 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 2,564 62 2.48 228 12.32 0.0153
2021-11-05 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 2,502 -16 -0.64 203 -4.69 0.0151
2021-07-09 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 2,518 -36 -1.41 213 -1.39 0.0159
2021-05-05 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 2,554 2,554 216 0.0174
2020-04-08 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 0 -2,446 -100.00 0 -100.00
2020-02-07 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 2,446 0 0.00 231 0.87 0.0229
2019-11-13 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 2,446 0 0.00 229 6.51 0.0242
2019-08-12 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 2,446 -555 -18.49 215 -14.34 0.0231
2019-05-07 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 3,001 5 0.17 251 12.05 0.0287
2019-01-25 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 2,996 4 0.13 224 5.66 0.0295
2018-11-13 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 2,992 5 0.17 212 2.42 0.0237
2018-08-02 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 2,987 1,791 149.75 207 152.44 0.0231
2018-05-14 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 1,196 1,196 82 0.0105
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.