American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionCarret Asset Management, Llc
Latest Disclosed Ownership62,584 shares
Latest Disclosed Value $ 8,203,502
Carret Asset Management, Llc reports 0.04% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 15, 2026 - Carret Asset Management, Llc filed a 13F-HR form disclosing ownership of 62,584 shares of American Electric Power Company, Inc. (MX:AEP) valued at $8,203,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 62,609 shares of American Electric Power Company, Inc.. This represents a change in shares of -0.04% 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)
2026-05-15 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 62,584 -25 -0.04 8,204 13.63 0.8031
2026-02-17 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 62,609 -774 -1.22 7,219 1.25 0.6853
2025-11-13 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 63,383 377 0.60 7,131 9.07 0.6937
2025-08-04 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 63,006 -851 -1.33 6,538 -6.31 0.6985
2025-04-22 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 63,857 -40 -0.06 6,978 18.39 0.7883
2025-02-10 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 63,897 1,275 2.04 5,893 -8.28 0.6455
2024-10-24 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 62,622 255 0.41 6,425 17.42 0.6970
2024-08-01 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 62,367 76 0.12 5,472 2.03 0.6387
2024-04-19 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 62,291 1,845 3.05 5,363 9.25 0.6317
2024-02-02 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 60,446 1,372 2.32 4,909 10.49 0.6253
2023-10-12 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 59,074 930 1.60 4,444 -9.23 0.6193
2023-07-25 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 58,144 -884 -1.50 4,896 -8.86 0.6491
2023-05-11 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 59,028 -3,641 -5.81 5,371 107,320.00 0.7461
2023-01-10 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 62,669 -100 -0.16 6 -99.91 0.8222
2022-11-14 2022-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 62,769 -8,200 -11.55 5,426 -20.31 0.8096
2022-10-11 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 62,769 -8,200 5,426 0.8096
2022-08-04 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 70,969 -1,640 -2.26 6,809 -6.00 0.9445
2022-04-13 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 72,609 -432 -0.59 7,244 11.48 0.8293
2022-01-10 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 73,041 -410 -0.56 6,498 8.97 0.7193
2021-10-27 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 73,451 -929 -1.25 5,963 -5.23 0.7115
2021-07-14 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 74,380 -100 -0.13 6,292 -0.25 0.7364
2021-07-14 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 74,480 871 1.18 6,308 2.92 0.7824
2021-03-16 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 73,609 -415 -0.56 6,129 1.31 0.8252
2020-11-16 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 74,024 -150 -0.20 6,050 2.42 0.9147
2020-08-12 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 74,174 2,495 3.48 5,907 3.04 0.9582
2020-05-18 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 71,679 -684 -0.95 5,733 -16.17 1.1005
2020-02-13 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 72,363 379 0.53 6,839 1.41 0.9975
2019-11-13 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 71,984 -1,545 -2.10 6,744 4.22 1.0701
2019-08-12 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 73,529 -4,030 -5.20 6,471 -0.38 1.0280
2019-05-15 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 77,559 -2,712 -3.38 6,496 8.28 1.0597
2019-02-13 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 80,271 -735 -0.91 5,999 4.48 1.0806
2018-11-13 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 81,006 -1,575 -1.91 5,742 0.40 0.8839
2018-08-08 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 82,581 -270 -0.33 5,719 0.63 0.9345
2018-05-14 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 82,851 -283 -0.34 5,683 -7.08 0.9350
2018-02-13 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 83,134 -1,952 -2.29 6,116 2.34 0.9514
2017-11-14 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 85,086 -350 -0.41 5,976 0.69 0.9646
2017-08-15 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 85,436 6,777 8.62 5,935 12.41 0.9961
2017-05-08 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 78,659 -705 -0.89 5,280 5.66 0.9475
2017-02-16 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 79,364 -7,355 -8.48 4,997 -10.26 0.9468
2016-11-10 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 86,719 -1,660 -1.88 5,568 -10.11 1.0416
2016-08-10 2016-06-30 13F AMERICAN ELEC PWR COM 025537101 88,379 -3,160 -3.45 6,194 1.91 1.1972
2016-05-17 2016-03-31 13F AMERICAN ELEC PWR COM 025537101 91,539 -1,625 -1.74 6,078 11.95 1.2901
2016-02-05 2015-12-31 13F AMERICAN ELEC PWR COM 025537101 93,164 -450 -0.48 5,429 1.99 1.1585
2015-11-16 2015-09-30 13F AMERICAN ELEC PWR COM 025537101 93,614 -325 -0.35 5,323 6.97 1.1613
2015-08-12 2015-06-30 13F AMERICAN ELEC PWR COM 025537101 93,939 347 0.37 4,976 -5.49 0.9886
2015-05-11 2015-03-31 13F AMERICAN ELEC PWR COM 025537101 93,592 -2,435 -2.54 5,265 -9.71 1.0230
2015-02-19 2014-12-31 13F AMERICAN ELEC PWR COM 025537101 96,027 -253 -0.26 5,831 15.99 1.1034
2014-11-12 2014-09-30 13F AMERICAN ELEC PWR COM 025537101 96,280 -361 -0.37 5,027 -6.73 0.9759
2014-08-14 2014-06-30 13F AMERICAN ELEC PWR COM 025537101 96,641 95 0.10 5,390 10.20 1.0319
2014-05-15 2014-03-31 13F AMERICAN ELEC PWR COM 025537101 96,546 -710 -0.73 4,891 7.59 0.9764
2014-02-14 2013-12-31 13F AMERICAN ELEC PWR COM 025537101 97,256 -825 -0.84 4,546 6.91 0.9288
2013-11-14 2013-09-30 13F AMERICAN ELEC PWR COM 025537101 98,081 -400 -0.41 4,252 -3.58 0.9436
2013-08-15 2013-06-30 13F AMERICAN ELEC PWR COM 025537101 98,481 -810 -0.82 4,410 -8.68 0.9162
2013-05-21 2013-03-31 13F AMERICAN ELEC PWR COM 025537101 99,291 99,291 4,829 1.0122
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.