American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership338,993 shares
Latest Disclosed Value $ 44,435,277
AE Wealth Management LLC reports 11.23% increase in ownership of AEP / American Electric Power Company, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 338,993 shares of American Electric Power Company, Inc. (MX:AEP) valued at $44,435,277 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 304,780 shares of American Electric Power Company, Inc.. This represents a change in shares of 11.23% 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 338,993 34,213 11.23 44,435 26.44 0.0071
2026-01-26 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 304,780 130,678 75.06 35,144 79.43 0.2017
2025-11-03 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 174,102 9,983 6.08 19,586 15.02 0.1249
2025-08-06 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 164,119 -22,928 -12.26 17,029 -16.68 0.1245
2025-05-06 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 187,047 28,619 18.06 20,438 39.88 0.1719
2025-02-13 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 158,428 10,599 7.17 14,612 -3.67 0.1240
2024-11-14 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 147,829 -5,136 -3.36 15,167 13.01 0.1376
2024-08-12 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 152,965 7,250 4.98 13,421 6.97 0.1343
2024-05-15 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 145,715 -62,076 -29.87 12,546 -22.43 0.1418
2024-02-14 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 207,791 1,096 0.53 16,174 4.03 0.0826
2023-10-11 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 206,695 -12,356 -5.64 15,548 -15.71 0.0929
2023-07-10 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 219,051 -42,112 -16.12 18,444 -22.38 0.1109
2023-04-14 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 261,163 41,023 18.63 23,763 13.69 0.1529
2023-01-31 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 220,140 42,575 23.98 20,902 36.17 0.1511
2022-10-25 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 177,565 23,197 15.03 15,350 3.65 0.1217
2022-08-03 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 154,368 34,395 28.67 14,810 23.73 0.1185
2022-04-18 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 119,973 9,173 8.28 11,970 21.42 0.0821
2022-01-20 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 110,800 15,940 16.80 9,858 28.01 0.0687
2021-11-01 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 94,860 7,968 9.17 7,701 4.78 0.0634
2021-07-21 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 86,892 14,045 19.28 7,350 19.12 0.0642
2021-04-27 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 72,847 11,872 19.47 6,170 21.53 0.0623
2021-02-01 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 60,975 3,775 6.60 5,077 8.60 0.0576
2020-11-06 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 57,200 4,426 8.39 4,675 11.23 0.0667
2020-08-05 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 52,774 11,273 27.16 4,203 26.63 0.0650
2020-05-07 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 41,501 495 1.21 3,319 -14.35 0.0763
2020-01-15 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 41,006 11,790 40.35 3,875 41.58 0.0841
2019-11-05 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 29,216 3,306 12.76 2,737 20.04 0.0791
2019-07-22 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 25,910 9,660 59.45 2,280 67.52 0.0685
2019-05-14 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 16,250 3,807 30.60 1,361 46.34 0.0946
2019-02-14 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 12,443 -11,045 -47.02 930 -44.14 0.1592
2018-11-13 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 23,488 12,882 121.46 1,665 126.84 0.0916
2018-08-14 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 10,606 2,074 24.31 734 25.47 0.0499
2018-05-14 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 8,532 1,307 18.09 585 9.96 0.0452
2018-02-06 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 7,225 322 4.66 532 9.69 0.0470
2017-11-08 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 6,903 -598 -7.97 485 -6.91 0.0450
2017-08-11 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 7,501 278 3.85 521 7.42 0.0622
2017-05-10 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 7,223 2,711 60.08 485 70.77 0.0899
2017-02-14 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 4,512 4,512 284 0.1150
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.