American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership8,386 shares
Latest Disclosed Value $ 1,099,197
Jfs Wealth Advisors, Llc reports 0.52% decrease in ownership of AEP / American Electric Power Company, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 8,386 shares of American Electric Power Company, Inc. (MX:AEP) valued at $1,099,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 8,430 shares of American Electric Power Company, Inc.. This represents a change in shares of -0.52% 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)
2026-04-20 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 8,386 -44 -0.52 1,099 13.07 0.0615
2026-01-14 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 8,430 82 0.98 972 3.51 0.0548
2025-11-10 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 8,348 9 0.11 939 8.55 0.0549
2025-07-24 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 8,339 -29 -0.35 865 -5.36 0.0551
2025-04-22 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 8,368 53 0.64 914 19.32 0.0619
2025-01-31 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 8,315 -11 -0.13 767 -10.30 0.0524
2024-10-25 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 8,326 6,987 521.81 854 629.91 0.0572
2024-07-15 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 1,339 12 0.90 118 2.63 0.0093
2024-04-30 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 1,327 29 2.23 114 8.57 0.0091
2024-02-07 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 1,298 -39 -2.92 105 5.00 0.0090
2023-11-02 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 1,337 -237 -15.06 101 -24.24 0.0095
2023-08-07 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 1,574 277 21.36 133 12.82 0.0119
2023-04-19 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 1,297 -6 -0.46 118 -4.88 0.0111
2023-02-13 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 1,303 137 11.75 124 21.78 0.0121
2022-10-21 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 1,166 20 1.75 101 -8.18 0.0111
2022-08-02 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 1,146 31 2.78 110 -0.90 0.0116
2022-05-02 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 1,115 74 7.11 111 19.35 0.0105
2022-02-03 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 1,041 46 4.62 93 14.81 0.0088
2021-11-09 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 995 -127 -11.32 81 -14.74 0.0083
2021-08-04 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 1,122 108 10.65 95 10.47 0.0142
2021-04-28 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 1,014 9 0.90 86 2.38 0.0175
2021-02-01 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 1,005 9 0.90 84 3.70 0.0176
2020-10-28 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 996 -380 -27.62 81 -26.36 0.0193
2020-08-05 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 1,376 396 40.41 110 41.03 0.0285
2020-04-29 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 980 7 0.72 78 -15.22 0.0234
2020-02-03 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 973 42 4.51 92 5.75 0.0227
2019-10-30 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 931 7 0.76 87 7.41 0.0222
2019-08-06 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 924 6 0.65 81 5.19 0.0205
2019-04-23 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 918 8 0.88 77 13.24 0.0201
2019-01-26 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 910 -18 -1.94 68 3.03 0.0182
2018-11-09 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 928 33 3.69 66 6.45 0.0170
2018-07-25 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 895 9 1.02 62 1.64 0.0163
2018-04-26 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 886 8 0.91 61 -6.15 0.0161
2018-01-30 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 878 7 0.80 65 6.56 0.0159
2017-10-20 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 871 7 0.81 61 1.67 0.0158
2017-07-28 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 864 15 1.77 60 13.21 0.0165
2017-04-24 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 849 0 0.00 53 0.00 0.0144
2017-01-30 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 849 8 0.95 53 -1.85 0.0144
2016-10-26 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 841 -143 -14.53 54 -16.92 0.0154
2016-04-25 2016-03-31 13F AMERICAN ELEC PWR COM 025537101 984 9 0.92 65 14.04 0.0192
2016-02-03 2015-12-31 13F AMERICAN ELEC PWR COM 025537101 975 9 0.93 57 3.64 0.0164
2015-10-27 2015-09-30 13F AMERICAN ELEC PWR COM 025537101 966 -212 -18.00 55 -11.29 0.0242
2015-07-31 2015-06-30 13F AMERICAN ELEC PWR COM 025537101 1,178 9 0.77 62 -6.06 0.0318
2015-04-28 2015-03-31 13F AMERICAN ELEC PWR COM 025537101 1,169 155 15.29 66 6.45 0.0310
2015-01-23 2014-12-31 13F AMERICAN ELEC PWR COM 025537101 1,014 7 0.70 62 16.98 0.0099
2014-10-29 2014-09-30 13F AMERICAN ELEC PWR COM 025537101 1,007 778 339.74 53 307.69 0.0093
2014-07-29 2014-06-30 13F AMERICAN ELEC PWR COM 025537101 229 229 13 0.0024
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.