American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionJNBA Financial Advisors
Latest Disclosed Ownership1,609 shares
Latest Disclosed Value $ 210,908
JNBA Financial Advisors ownership in AEP / American Electric Power Company, Inc.

On April 22, 2026 - JNBA Financial Advisors filed a 13F-HR form disclosing ownership of 1,609 shares of American Electric Power Company, Inc. (MX:AEP) valued at $210,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,609 shares of American Electric Power Company, Inc.. This represents a change in shares of 0.00% 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)
2026-04-22 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 1,609 0 0.00 211 13.51 0.0176
2026-01-26 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 1,609 0 0.00 186 2.21 0.0162
2025-10-28 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 1,609 0 0.00 181 9.04 0.0164
2025-07-24 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 1,609 1,130 235.91 167 219.23 0.0161
2025-04-25 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 479 0 0.00 52 18.18 0.0054
2025-01-30 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 479 0 0.00 44 -10.20 0.0045
2024-10-31 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 479 0 0.00 49 16.67 0.0049
2024-07-22 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 479 0 0.00 42 2.44 0.0044
2024-04-26 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 479 0 0.00 41 7.89 0.0043
2024-02-08 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 479 0 0.00 39 5.56 0.0044
2023-11-02 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 479 229 91.60 36 71.43 0.0045
2023-08-03 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 250 0 0.00 21 -4.55 0.0025
2023-05-02 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 250 0 0.00 23 -4.35 0.0030
2023-02-07 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 250 0 0.00 24 4.55 0.0033
2022-11-07 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 250 0 0.00 22 -8.33 0.0034
2022-07-22 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 250 -89 -26.25 24 -29.41 0.0036
2022-04-29 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 339 -170 -33.40 34 -24.44 0.0045
2022-02-03 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 509 0 0.00 45 9.76 0.0055
2021-11-10 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 509 0 0.00 41 -4.65 0.0055
2021-08-04 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 509 0 0.00 43 0.00 0.0058
2021-05-03 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 509 170 50.15 43 53.57 0.0062
2021-01-25 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 339 89 35.60 28 40.00 0.0046
2020-11-05 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 250 0 0.00 20 0.00 0.0040
2020-07-24 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 250 0 0.00 20 0.00 0.0043
2020-05-01 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 250 -50 -16.67 20 -28.57 0.0048
2020-02-10 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 300 0 0.00 28 0.00 0.0053
2019-11-01 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 300 0 0.00 28 7.69 0.0057
2019-07-26 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 300 0 0.00 26 4.00 0.0053
2019-05-01 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 300 -34 -10.18 25 0.00 0.0054
2019-02-06 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 334 -566 -62.89 25 -60.94 0.0057
2018-11-01 2018-09-30 13F AMERICAN ELECTRIC POWER COM 025537101 900 600 200.00 64 204.76 0.0287
2018-07-17 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 300 0 0.00 21 0.00 0.0044
2018-05-09 2018-03-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 300 0 0.00 21 -4.55 0.0045
2018-05-07 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 300 0 300
2018-01-30 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 300 -131 -30.39 22 -26.67 0.0046
2017-11-13 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 431 50 13.12 30 15.38 0.0067
2017-08-14 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 381 0 0.00 26 0.00 0.0059
2017-05-10 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 381 250 190.84 26 225.00 0.0061
2017-02-03 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 131 -4,233 -97.00 8 -97.14 0.0019
2016-11-14 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 4,364 4,283 5,287.65 280 4,566.67 0.0409
2016-07-22 2016-06-30 13F AMERICAN ELEC PWR COM 025537101 81 -104 -56.22 6 -50.00 0.0017
2016-04-21 2016-03-31 13F AMERICAN ELEC PWR COM 025537101 185 104 128.40 12 140.00 0.0043
2016-01-27 2015-12-31 13F AMERICAN ELEC PWR COM 025537101 81 81 5 0.0019
2013-10-16 2013-09-30 13F AMERICAN ELEC PWR COM 025537101 0 -175 -100.00 0 -100.00
2013-07-19 2013-06-30 13F AMERICAN ELEC PWR COM 025537101 175 175 8 0.0055
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.