American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership46,110 shares
Latest Disclosed Value $ 6,044,091
Independent Advisor Alliance reports 4.61% increase in ownership of AEP / American Electric Power Company, Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 46,110 shares of American Electric Power Company, Inc. (MX:AEP) valued at $6,044,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 44,076 shares of American Electric Power Company, Inc.. This represents a change in shares of 4.61% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 46,110 2,034 4.61 6,044 18.93 0.0649
2026-02-04 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 44,076 -1,419 -3.12 5,082 -0.70 0.1234
2025-11-04 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 45,495 9,188 25.31 5,118 35.86 0.1330
2025-08-11 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 36,307 -2,033 -5.30 3,767 -10.07 0.1086
2025-05-12 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 38,340 2,877 8.11 4,189 28.10 0.1384
2025-02-07 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 35,463 5,603 18.76 3,271 6.76 0.0433
2024-11-13 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 29,860 -739 -2.42 3,064 14.12 0.1115
2024-08-12 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 30,599 5,449 21.67 2,685 23.97 0.0919
2024-05-08 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 25,150 962 3.98 2,165 10.23 0.0782
2024-02-08 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 24,188 1,866 8.36 1,965 16.97 0.0708
2023-10-24 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 22,322 15,489 226.68 1,679 192.00 0.0759
2023-07-28 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 6,833 -1,275 -15.73 575 -21.98 0.0254
2023-05-12 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 8,108 -11,893 -59.46 738 3,994.44 0.0356
2023-02-13 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 20,001 442 2.26 19 -98.94 0.0007
2022-11-04 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 19,559 12,187 165.31 1,691 139.18 0.0986
2022-08-04 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 7,372 364 5.19 707 1.14 0.0395
2022-05-06 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 7,008 568 8.82 699 21.99 0.0336
2022-02-11 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 6,440 21 0.33 573 9.98 0.0283
2021-11-01 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 6,419 639 11.06 521 6.54 0.0290
2021-08-12 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 5,780 -393 -6.37 489 -6.50 0.0268
2021-05-14 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 6,173 1,166 23.29 523 25.42 0.0310
2021-02-11 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 5,007 -477 -8.70 417 -6.92 0.0283
2020-11-04 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 5,484 -287 -4.97 448 -2.61 0.0340
2020-08-06 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 5,771 -1,798 -23.75 460 -23.97 0.0492
2020-05-14 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 7,569 -90 -1.18 605 -16.44 0.0880
2020-02-07 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 7,659 421 5.82 724 6.78 0.0316
2019-11-12 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 7,238 -6,002 -45.33 678 -41.80 0.0828
2019-08-12 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 13,240 -426 -3.12 1,165 1.84 0.1686
2019-05-07 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 13,666 9,132 201.41 1,144 237.46 0.1609
2019-02-12 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 4,534 1,262 38.57 339 49.34 0.0600
2018-11-13 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 3,272 275 9.18 227 11.27 0.0409
2018-08-08 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 2,997 -756 -20.14 204 -20.31 0.0424
2018-05-15 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 3,753 138 3.82 256 -0.78 0.0571
2018-02-14 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 3,615 3,615 258 0.0576
2017-05-09 2017-03-31 13F AMERICAN ELECTRIC Common Stock 025537101 0 -3,101 -100.00 0 -100.00
2017-02-15 2016-12-31 13F AMERICAN ELECTRIC Common Stock 025537101 3,101 3,101 195 0.0760
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.