American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionAffinity Investment Advisors, Llc
Latest Disclosed Ownership4,671 shares
Latest Disclosed Value $ 612,275
Affinity Investment Advisors, Llc reports 8.60% increase in ownership of AEP / American Electric Power Company, Inc.

On May 14, 2026 - Affinity Investment Advisors, Llc filed a 13F-HR form disclosing ownership of 4,671 shares of American Electric Power Company, Inc. (MX:AEP) valued at $612,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,301 shares of American Electric Power Company, Inc.. This represents a change in shares of 8.60% 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)
2026-05-14 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 4,671 370 8.60 612 23.64 0.3830
2026-02-12 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 4,301 1,921 80.71 496 85.39 0.3294
2025-11-10 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 2,380 -251 -9.54 268 -1.84 0.1812
2025-08-14 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 2,631 0 0.00 273 -5.23 0.2067
2025-05-13 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 2,631 -5,308 -66.86 287 -60.79 0.2342
2025-02-11 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 7,939 -2,030 -20.36 732 -28.38 0.6102
2024-10-28 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 9,969 0 0.00 1,023 16.93 0.7019
2024-08-13 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 9,969 0 0.00 875 1.86 0.6570
2024-05-03 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 9,969 0 0.00 858 6.06 0.6265
2024-02-09 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 9,969 0 0.00 810 8.01 0.5508
2023-10-26 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 9,969 0 0.00 750 -10.73 0.4839
2023-08-10 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 9,969 0 0.00 839 -7.50 0.4860
2023-05-05 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 9,969 -6,006 -37.60 907 -40.17 0.4849
2023-02-08 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 15,975 0 0.00 1,517 9.78 0.6977
2022-11-08 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 15,975 -510 -3.09 1,381 -12.71 0.7167
2022-07-27 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 16,485 540 3.39 1,582 -0.57 0.7719
2022-05-05 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 15,945 -510 -3.10 1,591 8.67 0.6519
2022-02-04 2021-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 16,455 0 0.00 1,464 9.58 0.5874
2021-11-08 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 16,455 0 0.00 1,336 -4.02 0.5992
2021-08-09 2021-06-30 13F AMERICAN ELECTRIC POWER COM 025537101 16,455 -10,890 -39.82 1,392 -39.90 0.6282
2021-05-13 2021-03-31 13F AMERICAN ELECTRIC POWER COM 025537101 27,345 -90 -0.33 2,316 1.36 0.8482
2021-02-12 2020-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 27,435 -750 -2.66 2,285 -0.82 0.9214
2020-11-13 2020-09-30 13F AMERICAN ELECTRIC POWER COM 025537101 28,185 5,520 24.35 2,304 27.65 1.0112
2020-08-13 2020-06-30 13F AMERICAN ELECTRIC POWER COM 025537101 22,665 -7,980 -26.04 1,805 -26.36 0.8575
2020-05-15 2020-03-31 13F AMERICAN ELECTRIC POWER COM 025537101 30,645 5,190 20.39 2,451 1.87 1.2489
2020-02-13 2019-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 25,455 0 0.00 2,406 0.88 0.8726
2019-11-12 2019-09-30 13F AMERICAN ELECTRIC POWER IN COM 025537101 25,455 -834 -3.17 2,385 3.07 0.7484
2019-08-08 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 26,289 -32,166 -55.03 2,314 -52.74 0.6636
2019-05-07 2019-03-31 13F AMERICAN ELECTRIC POWER COM 025537101 58,455 -37,450 -39.05 4,896 -31.70 1.0036
2019-02-05 2018-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 95,905 -5,850 -5.75 7,168 -0.61 1.2532
2018-11-09 2018-09-30 13F AMERICAN ELECTRIC POWER COM 025537101 101,755 16,744 19.70 7,212 22.51 0.9504
2018-08-06 2018-06-30 13F AMERICAN ELECTRIC POWER COM 025537101 85,011 -18,095 -17.55 5,887 -16.76 0.8318
2018-05-08 2018-03-31 13F AMERICAN ELECTRIC POWER COM 025537101 103,106 -2 -0.00 7,072 -6.78 0.8261
2018-02-07 2017-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 103,108 -4,820 -4.47 7,586 0.07 0.8609
2017-10-31 2017-09-30 13F AMERICAN ELECTRIC POWER COM 025537101 107,928 -160 -0.15 7,581 0.96 0.8788
2017-07-25 2017-06-30 13F AMERICAN ELECTRIC POWER COM 025537101 108,088 -39,112 -26.57 7,509 -24.01 0.8960
2017-05-04 2017-03-31 13F AMERICAN ELECTRIC POWER COM 025537101 147,200 -2,400 -1.60 9,882 4.92 0.8943
2017-02-07 2016-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 149,600 -25,954 -14.78 9,419 -16.44 0.8873
2016-11-07 2016-09-30 13F AMERICAN ELECTRIC POWER COM 025537101 175,554 -32,918 -15.79 11,272 -22.86 0.9580
2016-08-09 2016-06-30 13F AMERICAN ELECTRIC POWER COM 025537101 208,472 16,227 8.44 14,612 14.47 1.0798
2016-05-12 2016-03-31 13F AMERICAN ELECTRIC POWER COM 025537101 192,245 2,694 1.42 12,765 15.57 1.1201
2016-02-10 2015-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 189,551 6,544 3.58 11,045 6.14 0.9487
2015-11-12 2015-09-30 13F AMERICAN ELECTRIC POWER COM 025537101 183,007 -4,046 -2.16 10,406 5.03 0.9484
2015-08-10 2015-06-30 13F AMERICAN ELECTRIC POWER COM 025537101 187,053 -24,151 -11.43 9,908 -16.60 0.7912
2015-05-05 2015-03-31 13F AMERICAN ELECTRIC POWER COM 025537101 211,204 44,216 26.48 11,880 17.16 0.8565
2015-02-09 2014-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 166,988 8,923 5.65 10,140 22.86 0.9377
2014-11-12 2014-09-30 13F AMERICAN ELECTRIC POWER COM 025537101 158,065 -27,719 -14.92 8,253 -20.35 0.8370
2014-08-12 2014-06-30 13F AMERICAN ELECTRIC POWER COM 025537101 185,784 1,419 0.77 10,361 10.93 1.1745
2014-05-12 2014-03-31 13F AMERICAN ELECTRIC POWER COM 025537101 184,365 440 0.24 9,340 8.64 1.1018
2014-02-05 2013-12-31 13F AMERICAN ELECTRIC POWER COM 025537101 183,925 -10,981 -5.63 8,597 1.75 1.0456
2014-01-17 2013-09-30 13F AMERICAN ELECTRIC POWER COM 025537101 194,906 24,194 14.17 8,449 10.53 1.0949
2013-08-02 2013-06-30 13F AMERICAN ELECTRIC POWER COM 025537101 170,712 170,712 7,644 0.6651
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.