American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionLeavell Investment Management, Inc.
Latest Disclosed Ownership3,506 shares
Latest Disclosed Value $ 459,574
Leavell Investment Management, Inc. reports 0.90% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 12, 2026 - Leavell Investment Management, Inc. filed a 13F-HR form disclosing ownership of 3,506 shares of American Electric Power Company, Inc. (MX:AEP) valued at $459,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,538 shares of American Electric Power Company, Inc.. This represents a change in shares of -0.90% 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)
2026-05-12 2026-03-31 13F Amer Electric PWR COM 025537101 3,506 -32 -0.90 460 12.78 0.0188
2026-02-09 2025-12-31 13F Amer Electric PWR COM 025537101 3,538 -524 -12.90 408 -10.75 0.0170
2025-10-28 2025-09-30 13F Amer Electric PWR COM 025537101 4,062 17 0.42 457 8.83 0.0193
2025-07-31 2025-06-30 13F Amer Electric PWR COM 025537101 4,045 241 6.34 420 0.96 0.0188
2025-04-30 2025-03-31 13F Amer Electric PWR COM 025537101 3,804 644 20.38 416 42.61 0.0206
2025-01-29 2024-12-31 13F Amer Electric PWR COM 025537101 3,160 575 22.24 291 9.81 0.0143
2024-11-01 2024-09-30 13F Amer Electric PWR COM 025537101 2,585 53 2.09 265 0.0132
2024-07-17 2024-06-30 13F Amer Electric PWR COM 025537101 2,532 2,532 0 0.0123
2023-10-16 2023-09-30 13F Amer Electric PWR COM 025537101 0 -3,127 -100.00 0 0.0000
2023-07-19 2023-06-30 13F Amer Electric PWR COM 025537101 3,127 -430 -12.09 0 0.0179
2023-04-13 2023-03-31 13F Amer Electric PWR COM 025537101 3,557 -70 -1.93 0 0.0231
2023-01-17 2022-12-31 13F Amer Electric PWR COM 025537101 3,627 -1,374 -27.47 0 -100.00 0.0258
2022-10-17 2022-09-30 13F Amer Electric PWR COM 025537101 5,001 1,724 52.61 432 37.58 0.0343
2022-07-28 2022-06-30 13F Amer Electric PWR COM 025537101 3,277 0 0.00 314 -3.98 0.0240
2022-04-21 2022-03-31 13F Amer Electric PWR COM 025537101 3,277 0 0.00 327 11.99 0.0225
2022-01-20 2021-12-31 13F Amer Electric PWR COM 025537101 3,277 -260 -7.35 292 1.74 0.0194
2021-10-26 2021-09-30 13F Amer Electric PWR COM 025537101 3,537 -186 -5.00 287 -8.89 0.0214
2021-07-21 2021-06-30 13F Amer Electric PWR COM 025537101 3,723 0 0.00 315 0.00 0.0257
2021-04-15 2021-03-31 13F Amer Electric PWR COM 025537101 3,723 -780 -17.32 315 -16.00 0.0257
2021-01-26 2020-12-31 13F Amer Electric PWR COM 025537101 4,503 -1,903 -29.71 375 -28.44 0.0324
2020-10-27 2020-09-30 13F Amer Electric PWR COM 025537101 6,406 0 0.00 524 2.75 0.0455
2020-07-23 2020-06-30 13F Amer Electric PWR COM 025537101 6,406 -117 -1.79 510 -2.30 0.0496
2020-04-16 2020-03-31 13F Amer Electric PWR COM 025537101 6,523 0 0.00 522 -15.26 0.0605
2020-01-22 2019-12-31 13F Amer Electric PWR COM 025537101 6,523 -142 -2.13 616 -1.28 0.0577
2019-10-28 2019-09-30 13F Amer Electric PWR COM 025537101 6,665 300 4.71 624 11.43 0.0640
2019-07-18 2019-06-30 13F Amer Electric PWR COM 025537101 6,365 590 10.22 560 15.70 0.0590
2019-04-16 2019-03-31 13F Amer Electric PWR COM 025537101 5,775 0 0.00 484 12.04 0.0541
2019-01-24 2018-12-31 13F Amer Electric PWR COM 025537101 5,775 655 12.79 432 19.01 0.0543
2018-10-22 2018-09-30 13F Amer Electric PWR COM 025537101 5,120 220 4.49 363 7.08 0.0391
2018-07-23 2018-06-30 13F Amer Electric PWR COM 025537101 4,900 -500 -9.26 339 -8.38 0.0385
2018-04-25 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 5,400 250 4.85 370 -2.37 0.0431
2018-01-11 2017-12-31 13F AMERICAN ELEC PWR INC COM COM 025537101 5,150 0 0.00 379 4.70 0.0446
2017-10-25 2017-09-30 13F AMERICAN ELEC PWR INC COM COM 025537101 5,150 250 5.10 362 6.47 0.0447
2017-07-13 2017-06-30 13F AMERICAN ELEC PWR INC COM COM 025537101 4,900 0 0.00 340 3.34 0.0431
2017-04-26 2017-03-31 13F AMERICAN ELEC PWR INC COM COM 025537101 4,900 700 16.67 329 24.62 0.0422
2017-02-22 2016-12-31 13F/A-1 AMERICAN ELEC PWR INC COM COM 025537101 4,200 0 0.00 264 -2.22 0.0364
2017-01-30 2016-12-31 13F AMERICAN ELEC PWR INC COM COM 025537101 4,200 264
2016-10-21 2016-09-30 13F AMERICAN ELEC PWR INC COM COM 025537101 4,200 -500 -10.64 270 -17.93 0.0398
2016-07-18 2016-06-30 13F AMERICAN ELEC PWR INC COM COM 025537101 4,700 0 0.00 329 5.45 0.0485
2016-04-19 2016-03-31 13F AMERICAN ELEC PWR INC COM COM 025537101 4,700 0 0.00 312 13.87 0.0467
2016-01-22 2015-12-31 13F AMERICAN ELEC PWR INC COM COM 025537101 4,700 550 13.25 274 16.10 0.0402
2015-10-22 2015-09-30 13F AMERICAN ELEC PWR INC COM COM 025537101 4,150 3,550 591.67 236 1,142.11 0.0373
2013-08-05 2010-06-30 13F/A-1 AMERICAN ELEC PWR INC COM COM 025537101 600 600 19 0.0057
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.