American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionBollard Group LLC
Latest Disclosed Ownership421,308 shares
Latest Disclosed Value $ 55,225
Bollard Group LLC reports 7.02% increase in ownership of AEP / American Electric Power Company, Inc.

On May 14, 2026 - Bollard Group LLC filed a 13F-HR form disclosing ownership of 421,308 shares of American Electric Power Company, Inc. (MX:AEP) valued at $55,225 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 393,690 shares of American Electric Power Company, Inc.. This represents a change in shares of 7.02% 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.

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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)
2026-05-14 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 421,308 27,618 7.02 55 22.22 1.6271
2026-02-13 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 393,690 -166,439 -29.71 45 -28.57 1.1346
2025-11-14 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 560,129 30,388 5.74 63 16.67 1.4809
2025-08-13 2025-06-30 13F American Electric Power COM 025537101 529,741 58,343 12.38 55 5.88 1.2568
2025-05-15 2025-03-31 13F American Electric Power COM 025537101 471,398 3,989 0.85 52 18.60 1.3527
2025-02-14 2024-12-31 13F American Electric Power COM 025537101 467,409 -30,106 -6.05 43 -15.69 1.1948
2024-11-13 2024-09-30 13F American Electric Power COM 025537101 497,515 -34,454 -6.48 51 10.87 1.3581
2024-08-14 2024-06-30 13F American Electric Power COM 025537101 531,969 11,363 2.18 47 4.55 1.3169
2024-05-13 2024-03-31 13F American Electric Power COM 025537101 520,606 6,402 1.25 45 7.32 1.3558
2024-02-13 2023-12-31 13F American Electric Power COM 025537101 514,204 49,986 10.77 42 20.59 1.4523
2023-11-14 2023-09-30 13F American Electric Power COM 025537101 464,218 -127,660 -21.57 35 -30.61 1.2851
2023-08-14 2023-06-30 13F American Electric Power COM 025537101 591,878 5,573 0.95 50 -7.55 1.6953
2023-05-12 2023-03-31 13F American Electric Power COM 025537101 586,305 5,133 0.88 53 -3.64 1.9271
2023-02-10 2022-12-31 13F American Electric Power COM 025537101 581,172 1,788 0.31 55 -99.89 2.1080
2022-11-09 2022-09-30 13F American Electric Power COM 025537101 579,384 4,084 0.71 50,088 -9.25 2.1046
2022-08-12 2022-06-30 13F American Electric Power COM 025537101 575,300 4,276 0.75 55,194 -3.12 2.2367
2022-05-12 2022-03-31 13F American Electric Power COM 025537101 571,024 83,492 17.13 56,971 31.34 1.8225
2022-02-11 2021-12-31 13F American Electric Power COM 025537101 487,532 11,358 2.39 43,376 12.21 1.3885
2021-11-12 2021-09-30 13F American Electric Power COM 025537101 476,174 12,216 2.63 38,656 -1.50 1.2662
2021-08-12 2021-06-30 13F American Electric Power COM 025537101 463,958 11,380 2.51 39,246 2.38 1.2445
2021-05-11 2021-03-31 13F American Electric Power COM 025537101 452,578 9,671 2.18 38,333 3.94 1.3429
2021-02-04 2020-12-31 13F American Electric Power COM 025537101 442,907 -1,228 -0.28 36,881 1.60 1.3733
2020-11-12 2020-09-30 13F American Electric Power COM 025537101 444,135 2,855 0.65 36,299 3.29 1.3080
2020-08-13 2020-06-30 13F American Electric Power COM 025537101 441,280 -19,692 -4.27 35,144 -4.68 1.3807
2020-05-14 2020-03-31 13F American Electric Power COM 025537101 460,972 22,610 5.16 36,869 -11.01 1.6386
2020-02-10 2019-12-31 13F American Electric Power COM 025537101 438,362 7,975 1.85 41,430 2.75 1.3449
2019-11-13 2019-09-30 13F American Electric Power COM 025537101 430,387 5,496 1.29 40,323 7.83 1.4161
2019-08-13 2019-06-30 13F American Electric Power COM 025537101 424,891 35,164 9.02 37,395 14.57 1.2885
2019-05-10 2019-03-31 13F American Electric Power COM 025537101 389,727 12,786 3.39 32,640 15.86 1.2321
2019-02-05 2018-12-31 13F American Electric Power COM 025537101 376,941 17,307 4.81 28,173 10.52 1.2425
2018-11-08 2018-09-30 13F American Electric Power COM 025537101 359,634 8,593 2.45 25,491 4.86 1.0248
2018-08-09 2018-06-30 13F American Electric Power COM 025537101 351,041 6,039 1.75 24,310 2.73 1.1167
2018-05-14 2018-03-31 13F American Electric Power COM 025537101 345,002 4,841 1.42 23,664 -5.44 1.1764
2018-01-29 2017-12-31 13F American Electric Power COM 025537101 340,161 3,660 1.09 25,026 5.88 1.2031
2017-10-27 2017-09-30 13F American Electric Power COM 025537101 336,501 4,205 1.27 23,636 2.39 1.2461
2017-07-19 2017-06-30 13F American Electric Power COM 025537101 332,296 3,042 0.92 23,085 4.44 1.2468
2017-04-19 2017-03-31 13F American Electric Power COM 025537101 329,254 66,659 25.38 22,103 33.69 1.2674
2017-01-25 2016-12-31 13F American Electric Power COM 025537101 262,595 3,095 1.19 16,533 -0.77 1.0784
2016-10-26 2016-09-30 13F American Electric Power COM 025537101 259,500 2,105 0.82 16,662 -7.64 1.0658
2016-07-20 2016-06-30 13F American Electric Power COM 025537101 257,395 2,062 0.81 18,041 6.41 1.2324
2016-05-09 2016-03-31 13F American Electric Power COM 025537101 255,333 2,120 0.84 16,954 14.90 1.3653
2016-02-04 2015-12-31 13F American Electric Power COM 025537101 253,213 2,390 0.95 14,755 3.46 1.2147
2015-10-30 2015-09-30 13F American Electric Power COM 025537101 250,823 2,455 0.99 14,262 8.41 1.1697
2015-08-12 2015-06-30 13F American Electric Power COM 025537101 248,368 3,405 1.39 13,156 -4.52 0.9937
2015-05-12 2015-03-31 13F American Electric Power COM 025537101 244,963 8,727 3.69 13,779 -3.94 1.0260
2015-02-12 2014-12-31 13F American Electric Power COM 025537101 236,236 18,613 8.55 14,344 26.25 1.2660
2014-11-14 2014-09-30 13F American Electric Power COM 025537101 217,623 13,056 6.38 11,362 -0.41 1.0730
2014-08-13 2014-06-30 13F American Electric Power COM 025537101 204,567 4,053 2.02 11,409 12.32 1.1024
2014-05-14 2014-03-31 13F American Electric Power COM 025537101 200,514 1,173 0.59 10,158 9.03 1.0273
2014-02-13 2013-12-31 13F American Electric Power COM 025537101 199,341 4,886 2.51 9,317 10.52 1.0272
2013-11-12 2013-09-30 13F/A-1 American Electric Power COM 025537101 194,455 -4,928 -2.47 8,430 -5.58 0.9915
2013-11-05 2013-09-30 13F American Electric Power COM 025537101 194,455 8,430
2013-08-12 2013-06-30 13F American Electric Power COM 025537101 199,383 199,383 8,928 1.7176
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.