American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionAltshuler Shaham Ltd
Latest Disclosed Ownership24,692 shares
Latest Disclosed Value $ 3,236,627
Altshuler Shaham Ltd reports 20.17% increase in ownership of AEP / American Electric Power Company, Inc.

On May 18, 2026 - Altshuler Shaham Ltd filed a 13F-HR form disclosing ownership of 24,692 shares of American Electric Power Company, Inc. (MX:AEP) valued at $3,236,627 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,547 shares of American Electric Power Company, Inc.. This represents a change in shares of 20.17% 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)
2026-05-18 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 24,692 4,145 20.17 3,237 36.60 0.0264
2026-02-17 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 20,547 8,134 65.53 2,369 69.70 0.0360
2025-11-13 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 12,413 3,690 42.30 1,396 54.25 0.0231
2025-08-14 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 8,723 3,084 54.69 905 46.92 0.0287
2025-05-15 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 5,639 3,735 196.17 616 252.00 0.0149
2025-02-13 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 1,904 1,904 176 0.0060
2023-05-09 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 0 -483 -100.00 0 -100.00
2023-05-09 2022-12-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 483 -67 -12.18 46 -8.16 0.0018
2023-02-15 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 483 -67 46 0.0018
2022-11-14 2022-09-30 13F American Electric Power COM 025537101 550 -60 -9.84 49 -16.95 0.0012
2022-08-10 2022-06-30 13F American Electric Power COM 025537101 610 -74 -10.82 59 -13.24 0.0009
2022-05-16 2022-03-31 13F American Electric Power COM 025537101 684 -65 -8.68 68 1.49 0.0006
2022-02-15 2021-12-31 13F American Electric Power COM 025537101 749 -69 -8.44 67 0.00 0.0006
2021-11-15 2021-09-30 13F American Electric Power COM 025537101 818 15 1.87 67 -1.47 0.0005
2021-08-16 2021-06-30 13F American Electric Power COM 025537101 803 803 68 0.0005
2020-08-13 2020-06-30 13F American Electric Power COM 025537101 0 -1,654 -100.00 0 -100.00
2020-05-12 2020-03-31 13F American Electric Power COM 025537101 1,654 -14,660 -89.86 132 -91.44 0.0062
2020-02-11 2019-12-31 13F American Electric Power COM 025537101 16,314 14,055 622.18 1,542 623.94 0.0440
2019-11-12 2019-09-30 13F American Electric Power COM 025537101 2,259 1,217 116.79 213 131.52 0.0082
2019-08-06 2019-06-30 13F American Electric Power COM 025537101 1,042 515 97.72 92 109.09 0.0039
2019-05-15 2019-03-31 13F American Electric Power COM 025537101 527 173 48.87 44 69.23 0.0020
2019-02-11 2018-12-31 13F American Electric Power COM 025537101 354 -28,833 -98.79 26 -98.74 0.0011
2018-11-13 2018-09-30 13F American Electric Power COM 025537101 29,187 28,763 6,783.73 2,069 7,034.48 0.1092
2018-08-13 2018-06-30 13F American Electric Power COM 025537101 424 -28 -6.19 29 -6.45 0.0024
2018-05-15 2018-03-31 13F American Electric Power COM 025537101 452 452 31 0.0041
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.