American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionMechanics Financial Corp
Latest Disclosed Ownership2,515 shares
Latest Disclosed Value $ 329,666
Mechanics Financial Corp ownership in AEP / American Electric Power Company, Inc.

On May 6, 2026 - Mechanics Financial Corp filed a 13F-HR form disclosing ownership of 2,515 shares of American Electric Power Company, Inc. (MX:AEP) valued at $329,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,515 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)
2026-05-06 2026-03-31 13F American Elec Pwr Co Inc Com COM 025537101 2,515 0 0.00 330 13.45 0.1381
2026-01-22 2025-12-31 13F American Elec Pwr Co Inc Com COM 025537101 2,515 -15 -0.59 290 2.11 0.1071
2025-11-06 2025-09-30 13F American Elec Pwr Co Inc Com COM 025537101 2,530 0 0.00 285 8.40 0.1078
2025-07-21 2025-06-30 13F American Elec Pwr Co Inc Com COM 025537101 2,530 80 3.27 263 -1.87 0.1116
2025-05-02 2025-03-31 13F American Elec Pwr Co Inc Com COM 025537101 2,450 0 0.00 268 18.67 0.1215
2025-02-12 2024-12-31 13F American Elec Pwr Co Inc Com COM 025537101 2,450 0 0.00 226 -10.36 0.1015
2024-11-06 2024-09-30 13F American Elec Pwr Co Inc Com COM 025537101 2,450 0 0.00 251 17.29 0.1101
2024-08-01 2024-06-30 13F American Elec Pwr Co Inc Com COM 025537101 2,450 0 0.00 215 1.90 0.1104
2024-05-03 2024-03-31 13F American Elec Pwr Co Inc Com COM 025537101 2,450 50 2.08 211 8.25 0.1097
2024-02-06 2023-12-31 13F American Elec Pwr Co Inc Com COM 025537101 2,400 100 4.35 195 12.14 0.1097
2023-10-24 2023-09-30 13F American Elec Pwr Co Inc Com COM 025537101 2,300 225 10.84 173 -0.57 0.0952
2023-08-01 2023-06-30 13F American Elec Pwr Co Inc Com COM 025537101 2,075 1,032 98.95 175 85.11 0.0950
2023-05-05 2023-03-31 13F American Elec Pwr Co Inc Com COM 025537101 1,043 0 0.00 95 0.0552
2023-01-20 2022-12-31 13F American Elec Pwr Co Inc Com COM 025537101 1,043 -46 -4.22 0 -100.00 0.0590
2022-10-28 2022-09-30 13F American Elec Pwr Co Inc Com COM 025537101 1,089 0 0.00 94 -9.62 0.0614
2022-08-02 2022-06-30 13F American Elec Pwr Co Inc Com COM 025537101 1,089 0 0.00 104 -4.59 0.0625
2022-05-16 2022-03-31 13F American Elec Pwr Co Inc Com COM 025537101 1,089 0 0.00 109 12.37 0.0560
2022-05-13 2021-12-31 13F American Elec Pwr Co Inc Com COM 025537101 1,089 1,089 97 0.0459
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.