American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership9,250 shares
Latest Disclosed Value $ 1,267,620
Mark Sheptoff Financial Planning, Llc reports 13.35% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 9,250 shares of American Electric Power Company, Inc. (MX:AEP) valued at $1,267,620 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 10,675 shares of American Electric Power Company, Inc.. This represents a change in shares of -13.35% 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)
2026-05-11 2026-03-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 9,250 -1,425 -13.35 1,268 3.01 0.6710
2026-02-12 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 10,675 1,100 11.49 1,231 14.21 0.5867
2025-11-13 2025-09-30 13F AMERICAN ELEC PWR OM 025537101 9,575 250 2.68 1,077 11.38 0.5155
2025-08-06 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 9,325 200 2.19 968 -3.01 0.5156
2025-05-13 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 9,125 0 0.00 997 18.55 0.5497
2025-02-12 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 9,125 0 0.00 842 -10.15 0.4515
2024-11-14 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 9,125 200 2.24 936 19.54 0.4975
2024-08-12 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 8,925 100 1.13 783 3.16 0.4377
2024-05-10 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 8,825 4,700 113.94 760 126.57 0.4213
2024-02-09 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 4,125 1,300 46.02 335 58.02 0.2019
2023-11-13 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 2,825 -19,166 -87.15 212 -88.55 0.1364
2023-08-10 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 21,991 -119 -0.54 1,852 -7.96 1.0565
2023-05-11 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 22,110 -246 -1.10 2,012 -5.23 1.1680
2023-02-14 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 22,356 -971 -4.16 2,123 5.21 1.2448
2022-11-09 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 23,327 1,953 9.14 2,017 -1.66 1.2281
2022-08-11 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 21,374 -96 -0.45 2,051 -4.25 1.1789
2022-05-12 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 21,470 704 3.39 2,142 15.91 1.0779
2022-02-11 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 20,766 -141 -0.67 1,848 8.90 0.8821
2021-11-10 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 20,907 -646 -3.00 1,697 -6.91 0.9341
2021-08-12 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 21,553 -96 -0.44 1,823 -0.60 0.9771
2021-05-11 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 21,649 -113 -0.52 1,834 1.21 1.0526
2021-02-11 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 21,762 -641 -2.86 1,812 -1.04 1.0309
2020-11-12 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 22,403 -1,151 -4.89 1,831 -2.40 1.1267
2020-08-10 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 23,554 -1,497 -5.98 1,876 -6.39 1.2168
2020-05-07 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 25,051 -3,946 -13.61 2,004 -26.89 1.5150
2020-02-10 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 28,997 5,078 21.23 2,741 22.31 1.7257
2019-11-12 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 23,919 2,033 9.29 2,241 16.36 1.5111
2019-08-12 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 21,886 5,103 30.41 1,926 36.98 1.3149
2019-05-10 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 16,783 6,654 65.69 1,406 85.73 1.0131
2019-02-11 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 10,129 903 9.79 757 15.75 0.6289
2018-11-13 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 9,226 -353 -3.69 654 -1.36 0.4486
2018-08-09 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 9,579 -1,595 -14.27 663 -13.45 0.4904
2018-05-08 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 11,174 -5,061 -31.17 766 -35.85 0.5315
2018-02-09 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 16,235 -2,695 -14.24 1,194 -10.23 0.7765
2017-11-09 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 18,930 105 0.56 1,330 1.68 0.8929
2017-08-08 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 18,825 9,749 107.42 1,308 114.78 0.8984
2017-05-08 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 9,076 5,926 188.13 609 207.58 0.4343
2017-02-07 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 3,150 0 0.00 198 -1.98 0.1469
2016-11-07 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 3,150 0 0.00 202 -8.60 0.1502
2016-08-09 2016-06-30 13F AMERICAN ELEC PWR COM 025537101 3,150 0 0.00 221 5.74 0.1652
2016-05-09 2016-03-31 13F AMERICAN ELEC PWR COM 025537101 3,150 2,350 293.75 209 344.68 0.1699
2016-02-09 2015-12-31 13F AMERICAN ELEC PWR COM 025537101 800 -79 -8.99 47 -6.00 0.0381
2015-11-12 2015-09-30 13F AMERICAN ELEC PWR COM 025537101 879 79 9.88 50 19.05 0.0438
2015-08-05 2015-06-30 13F AMERICAN ELEC PWR COM 025537101 800 0 0.00 42 -6.67 0.0340
2015-05-12 2015-03-31 13F AMERICAN ELEC PWR COM 025537101 800 0 0.00 45 -8.16 0.0375
2015-02-09 2014-12-31 13F AMERICAN ELEC PWR COM 025537101 800 0 0.00 49 16.67 0.0433
2014-11-12 2014-09-30 13F AMERICAN ELEC PWR COM 025537101 800 -104 -11.50 42 -16.00 0.0371
2014-08-13 2014-06-30 13F AMERICAN ELEC PWR COM 025537101 904 1 0.11 50 8.70 0.0427
2014-05-09 2014-03-31 13F AMERICAN ELEC PWR COM 025537101 903 903 46 0.0407
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.