American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership2,742 shares
Latest Disclosed Value $ 359,375
BKD Wealth Advisors, LLC reports 9.59% increase in ownership of AEP / American Electric Power Company, Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,742 shares of American Electric Power Company, Inc. (MX:AEP) valued at $359,375 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,502 shares of American Electric Power Company, Inc.. This represents a change in shares of 9.59% 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)
2026-05-01 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 2,742 240 9.59 359 24.65 0.0068
2026-02-10 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 2,502 106 4.42 288 7.06 0.0054
2025-10-30 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 2,396 -18 -0.75 270 7.60 0.0054
2025-07-29 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 2,414 -15 -0.62 250 -5.66 0.0054
2025-05-13 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 2,429 111 4.79 265 24.41 0.0064
2025-02-04 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 2,318 41 1.80 214 -8.58 0.0049
2024-11-14 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 2,277 2,277 234 0.0054
2018-07-13 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 0 -5,910 -100.00 0 -100.00
2018-05-25 2018-03-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 5,910 -1,013 -14.63 405 -20.43 0.0406
2018-04-20 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 5,910 -1,013 406
2018-01-18 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 6,923 -221 -3.09 509 1.39 0.0509
2017-10-13 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 7,144 -22 -0.31 502 0.80 0.0552
2017-07-10 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 7,166 75 1.06 498 4.62 0.0565
2017-04-13 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 7,091 663 10.31 476 17.53 0.0581
2017-01-06 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 6,428 259 4.20 405 2.27 0.0530
2016-10-18 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 6,169 117 1.93 396 -6.60 0.0551
2016-07-12 2016-06-30 13F AMERICAN ELEC PWR COM 025537101 6,052 4 0.07 424 5.47 0.0630
2016-04-12 2016-03-31 13F AMERICAN ELEC PWR COM 025537101 6,048 -120 -1.95 402 11.98 0.0641
2016-01-26 2015-12-31 13F AMERICAN ELEC PWR COM 025537101 6,168 0 0.00 359 2.28 0.0540
2015-11-10 2015-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 6,168 62 1.02 351 8.67 0.0618
2015-10-13 2015-09-30 13F AMERICAN ELEC PWR COM 025537101 6,168 62 351 0.0593
2015-07-08 2015-06-30 13F AMERICAN ELEC PWR COM 025537101 6,106 -138 -2.21 323 -7.98 0.0484
2015-04-16 2015-03-31 13F AMERICAN ELEC PWR COM 025537101 6,244 351 5.96 351 -1.96 0.0508
2015-02-26 2014-12-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 5,893 20 0.34 358 16.61 0.0586
2015-01-15 2014-12-31 13F AMERICAN ELEC PWR COM 025537101 6,626 753 408 0.0630
2015-02-26 2014-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 5,873 -285 -4.63 307 -10.50 0.0530
2014-10-10 2014-09-30 13F AMERICAN ELEC PWR COM 025537101 6,606 448 349 0.0569
2015-02-26 2014-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 6,158 -756 -10.93 343 -2.00 0.0585
2014-07-11 2014-06-30 13F AMERICAN ELEC PWR COM 025537101 6,891 -23 384 0.0611
2014-04-29 2014-03-31 13F AMERICAN ELEC PWR COM 025537101 6,914 0 0.00 350 8.36 0.0619
2014-01-14 2013-12-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 6,914 1 0.01 323 7.67 0.0598
2014-01-13 2013-12-31 13F AMERICAN ELEC PWR COM 025537101 13,828 646
2014-01-16 2013-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 6,913 -5 -0.07 300 -3.23 0.0615
2013-11-14 2013-09-30 13F AMERICAN ELEC PWR COM 025537101 13,826 602
2013-07-19 2013-06-30 13F AMERICAN ELEC PWR COM 025537101 6,918 6,918 310 0.2455
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.