American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionEverpar Advisors Llc
Latest Disclosed Ownership10,190 shares
Latest Disclosed Value $ 1,335,705
Everpar Advisors Llc reports 1.97% decrease in ownership of AEP / American Electric Power Company, Inc.

On April 21, 2026 - Everpar Advisors Llc filed a 13F-HR form disclosing ownership of 10,190 shares of American Electric Power Company, Inc. (MX:AEP) valued at $1,335,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 10,395 shares of American Electric Power Company, Inc.. This represents a change in shares of -1.97% 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)
2026-04-21 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 10,190 -205 -1.97 1,336 11.44 0.4599
2026-01-07 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 10,395 -1,592 -13.28 1,199 -11.13 0.4445
2025-10-17 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 11,987 304 2.60 1,349 11.22 0.5332
2025-07-08 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 11,683 28 0.24 1,212 -4.79 0.5508
2025-04-16 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 11,655 84 0.73 1,274 19.31 0.6762
2025-01-15 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 11,571 1,179 11.35 1,067 0.09 0.5381
2024-10-07 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 10,392 88 0.85 1,066 17.92 0.5515
2024-07-18 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 10,304 2,080 25.29 904 27.68 0.4526
2024-04-22 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 8,224 -2,463 -23.05 708 -18.34 0.4306
2024-02-06 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 10,687 10,687 868 0.4040
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.