American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionAtria Investments Llc
Latest Disclosed Ownership70,164 shares
Latest Disclosed Value $ 9,197,155
Atria Investments Llc reports 13.02% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 5, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 70,164 shares of American Electric Power Company, Inc. (MX:AEP) valued at $9,197,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 80,668 shares of American Electric Power Company, Inc.. This represents a change in shares of -13.02% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 70,164 -10,504 -13.02 9,197 -1.12 0.1029
2026-02-05 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 80,668 -1,144 -1.40 9,302 1.06 0.1057
2025-11-06 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 81,812 1,422 1.77 9,204 10.33 0.1052
2025-08-04 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 80,390 -6,503 -7.48 8,341 -12.14 0.0985
2025-05-06 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 86,893 4,534 5.51 9,495 25.00 0.1217
2025-02-06 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 82,359 7,241 9.64 7,596 -1.45 0.0945
2024-11-01 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 75,118 -2,702 -3.47 7,707 12.89 0.0957
2024-08-13 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 77,820 426 0.55 6,828 2.46 0.0884
2024-05-21 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 77,394 16,568 27.24 6,664 34.88 0.0917
2024-02-14 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 60,826 -35 -0.06 4,940 7.93 0.0765
2023-11-07 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 60,861 2,421 4.14 4,578 -6.97 0.0815
2023-08-04 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 58,440 3,262 5.91 4,921 -1.99 0.0888
2023-05-10 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 55,178 12,730 29.99 5,021 24.57 0.0950
2023-01-31 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 42,448 3,323 8.49 4,030 19.16 0.0826
2022-11-01 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 39,125 -111 -0.28 3,382 -10.15 0.0747
2022-08-11 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 39,236 -2,202 -5.31 3,764 -8.95 0.0789
2022-05-02 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 41,438 7,199 21.03 4,134 35.72 0.0724
2022-02-04 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 34,239 2,737 8.69 3,046 19.12 0.0543
2021-11-16 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 31,502 1,750 5.88 2,557 1.59 0.0462
2021-08-10 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 29,752 4,458 17.62 2,517 17.51 0.0486
2021-05-11 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 25,294 3,534 16.24 2,142 18.21 0.0474
2021-02-12 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 21,760 -787 -3.49 1,812 -1.68 0.0437
2020-11-05 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 22,547 -1,214 -5.11 1,843 -2.59 0.0560
2020-09-22 2020-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 23,761 -39,892 -62.67 1,892 -62.84 0.0648
2020-08-13 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 63,653 0 5,091 391,474.7548
2020-05-15 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 63,653 9,061 16.60 5,091 -1.34 0.3908
2020-02-11 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 54,592 6,996 14.70 5,160 15.72 0.1398
2019-11-14 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 47,596 3,475 7.88 4,459 11.92 0.1589
2019-08-26 2019-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 44,121 37,986 619.17 3,984 -63.53 0.1486
2019-08-09 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 12,128 5,993 123
2019-05-15 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 6,135 -24,263 -79.82 10,924 380.81 0.4622
2019-02-12 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 30,398 24,334 401.29 2,272 428.37 0.1007
2018-10-09 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 6,064 922 17.93 430 20.79 0.0170
2018-07-13 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 5,142 -118 -2.24 356 -1.39 0.0156
2018-04-30 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 5,260 192 3.79 361 -3.22 0.0174
2018-01-12 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 5,068 339 7.17 373 12.35 0.0185
2017-10-12 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 4,729 280 6.29 332 7.44 0.0181
2017-07-10 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 4,449 786 21.46 309 25.61 0.0189
2017-04-14 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 3,663 191 5.50 246 12.33 0.0160
2017-01-13 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 3,472 -1,082 -23.76 219 -25.00 0.0167
2016-10-12 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 4,554 4,554 0.00 292 0.0268
2016-01-14 2015-12-31 13F AMERICAN ELEC PWR COM 025537101 0 -93 -100.00 0 -100.00
2015-11-12 2015-09-30 13F AMERICAN ELEC PWR COM 025537101 93 93 1,633 0.0123
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.