American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionAtlantic Trust, LLC
Latest Disclosed Ownership82 shares
Latest Disclosed Value $ 10,749
Atlantic Trust, LLC ownership in AEP / American Electric Power Company, Inc.

On May 6, 2026 - Atlantic Trust, LLC filed a 13F-HR form disclosing ownership of 82 shares of American Electric Power Company, Inc. (MX:AEP) valued at $10,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 82 shares of American Electric Power Company, Inc.. This represents a change in shares of 0.00% 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)
2026-05-06 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 82 0 0.00 11 11.11 0.0018
2026-02-09 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 82 0 0.00 9 0.00 0.0015
2025-11-10 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 82 -25 -23.36 9 -18.18 0.0016
2025-08-08 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 107 -25 -18.94 11 -21.43 0.0021
2025-05-09 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 132 -512 -79.50 14 -76.27 0.0032
2025-02-10 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 644 0 0.00 59 -10.61 0.0128
2024-11-13 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 644 -175 -21.37 66 -7.04 0.0158
2024-08-09 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 819 0 0.00 72 1.43 0.0179
2024-05-10 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 819 0 0.00 71 6.06 0.0184
2024-02-06 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 819 175 27.17 67 37.50 0.0182
2023-11-13 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 644 0 0.00 48 -17.24 0.0159
2023-08-08 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 644 0 0.00 58 0.00 0.0187
2023-05-10 2023-03-31 13F American Elec Pwr COM 025537101 644 0 0.00 59 0.0187
2023-02-01 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 644 0 0.00 0 -100.00 0.0203
2022-11-14 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 644 50 8.42 55 -3.51 0.0191
2022-08-11 2022-06-30 13F American Elec Pwr COM 025537101 594 0 0.00 57 -3.39 0.0433
2022-05-16 2022-03-31 13F American Elec Pwr COM 025537101 594 0 0.00 59 11.32 0.0383
2022-02-09 2021-12-31 13F American Elec Pwr Com 025537101 594 0 0.00 53 10.42 0.0313
2021-11-02 2021-09-30 13F American Elec Pwr Com 025537101 594 0 0.00 48 -4.00 0.0304
2021-08-12 2021-06-30 13F American Elec Pwr Com 025537101 594 594 50 0.0326
2021-04-30 2021-03-31 13F American Elec Pwr Com 025537101 0 -1,177 -100.00 0 -100.00
2021-02-16 2020-12-31 13F American Elec Pwr Com 025537101 1,177 0 0.00 98 2.08 0.0583
2020-10-23 2020-09-30 13F American Elec Pwr Com 025537101 1,177 0 0.00 96 2.13 0.0762
2020-08-17 2020-06-30 13F American Elec Pwr Com 025537101 1,177 -1,775 -60.13 94 -60.17 0.0792
2020-05-12 2020-03-31 13F American Elec Pwr Com 025537101 2,952 0 0.00 236 -15.41 0.2135
2020-02-03 2019-12-31 13F American Elec Pwr Com 025537101 2,952 0 0.00 279 0.72 0.2044
2019-11-07 2019-09-30 13F American Elec Pwr Com 025537101 2,952 0 0.00 277 6.54 0.2159
2019-07-31 2019-06-30 13F American Elec Pwr Com 025537101 2,952 117 4.13 260 9.24 0.2076
2019-05-13 2019-03-31 13F American Elec Pwr Com 025537101 2,835 408 16.81 238 31.49 0.1986
2019-02-13 2018-12-31 13F/A-1 American Elec Pwr Com 025537101 2,427 1,250 106.20 181 118.07 0.1683
2019-02-13 2018-12-31 13F American Elec Pwr Com 025537101 2,427 181
2018-11-15 2018-09-30 13F American Elec Pwr COM 025537101 1,177 0 0.00 83 1.22 0.0637
2018-08-20 2018-06-30 13F American Elec Pwr Com 025537101 1,177 1,177 0.00 82 -1.20 0.0732
2018-05-15 2018-03-31 13F American Elec Pwr Com 025537101 0 -1,250 -100.00 0 -100.00
2018-02-14 2017-12-31 13F American Elec Pwr Com 025537101 1,250 0 0.00 92 4.55 0.0629
2017-11-17 2017-09-30 13F American Elec Pwr Com 025537101 1,250 0 0.00 88 1.15 0.0655
2017-08-21 2017-06-30 13F American Elec Pwr Com 025537101 1,250 1,250 87 0.0687
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.