American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionBlue Bell Private Wealth Management, Llc
Latest Disclosed Ownership841 shares
Latest Disclosed Value $ 110,238
Blue Bell Private Wealth Management, Llc ownership in AEP / American Electric Power Company, Inc.

On May 11, 2026 - Blue Bell Private Wealth Management, Llc filed a 13F-HR form disclosing ownership of 841 shares of American Electric Power Company, Inc. (MX:AEP) valued at $110,238 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 841 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)
2026-05-11 2026-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 841 0 0.00 110 14.58 0.0158
2026-02-09 2025-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 841 21 2.56 97 4.35 0.0142
2025-10-22 2025-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 820 0 0.00 92 8.24 0.0140
2025-08-11 2025-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 820 -59 -6.71 85 -11.46 0.0142
2025-05-05 2025-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 879 0 0.00 96 18.52 0.0182
2025-02-07 2024-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 879 5 0.57 81 -8.99 0.0154
2024-10-29 2024-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 874 0 0.00 90 17.11 0.0171
2024-08-05 2024-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 874 37 4.42 77 5.56 0.0158
2024-04-24 2024-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 837 2 0.24 72 7.46 0.0155
2024-01-25 2023-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 835 0 0.00 68 8.06 0.0162
2023-10-30 2023-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 835 15 1.83 63 -10.14 0.0169
2023-08-08 2023-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 820 0 0.00 69 -6.76 0.0183
2023-05-08 2023-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 820 0 0.00 75 -3.90 0.0224
2023-02-03 2022-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 820 0 0.00 78 8.45 0.0255
2022-11-09 2022-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 820 -72 -8.07 71 -17.44 0.0254
2022-08-02 2022-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 892 0 0.00 86 -3.37 0.0289
2022-04-21 2022-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 892 0 0.00 89 12.66 0.0252
2022-01-26 2021-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 892 892 79 0.0206
2017-01-30 2016-12-31 13F Amer Electric Pwr COM 025537101 0 -1,092 -100.00 0 -100.00
2016-10-14 2016-09-30 13F Amer Electric Pwr COM 025537101 1,092 0 0.00 71 -7.79 0.0413
2016-07-28 2016-06-30 13F Amer Electric Pwr COM 025537101 1,092 0 0.00 77 5.48 0.0496
2016-04-12 2016-03-31 13F Amer Electric Pwr COM 025537101 1,092 272 33.17 73 52.08 0.0497
2016-01-21 2015-12-31 13F Amer Electric Pwr COM 025537101 820 0 0.00 48 2.13 0.0326
2015-10-21 2015-09-30 13F Amer Electric Pwr COM 025537101 820 0 0.00 47 9.30 0.0324
2015-07-14 2015-06-30 13F Amer Electric Pwr COM 025537101 820 0 0.00 43 -6.52 0.0260
2015-04-09 2015-03-31 13F Amer Electric Pwr COM 025537101 820 0 0.00 46 -6.12 0.0276
2015-01-22 2014-12-31 13F Amer Electric Pwr COM 025537101 820 -200 -19.61 49 -7.55 0.0285
2014-10-15 2014-09-30 13F Amer Electric Pwr COM 025537101 1,020 0 0.00 53 -7.02 0.0318
2014-07-29 2014-06-30 13F Amer Electric Pwr COM 025537101 1,020 0 0.00 57 9.62 0.0344
2014-04-29 2014-03-31 13F Amer Electric Pwr COM 025537101 1,020 0 0.00 52 8.33 0.0352
2014-02-10 2013-12-31 13F Amer Electric Pwr COM 025537101 1,020 1,020 48 0.0368
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.