American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionPrivate Trust Co Na
Latest Disclosed Ownership9,274 shares
Latest Disclosed Value $ 1,215,581
Private Trust Co Na reports 7.55% decrease in ownership of AEP / American Electric Power Company, Inc.

On April 30, 2026 - Private Trust Co Na filed a 13F-HR form disclosing ownership of 9,274 shares of American Electric Power Company, Inc. (MX:AEP) valued at $1,215,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,031 shares of American Electric Power Company, Inc.. This represents a change in shares of -7.55% 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)
2026-04-30 2026-03-31 13F American Electric Power Com 025537101 9,274 -757 -7.55 1,216 5.10 0.1086
2026-01-26 2025-12-31 13F American Electric Power Com 025537101 10,031 -25 -0.25 1,157 2.21 0.1013
2025-10-15 2025-09-30 13F American Electric Power Com 025537101 10,056 -114 -1.12 1,131 7.20 0.0998
2025-07-29 2025-06-30 13F American Electric Power Com 025537101 10,170 141 1.41 1,055 -3.65 0.1005
2025-04-28 2025-03-31 13F American Electric Power Com 025537101 10,029 142 1.44 1,096 20.20 0.1128
2025-02-05 2024-12-31 13F American Electric Power Com 025537101 9,887 -740 -6.96 912 -16.42 0.0936
2024-11-13 2024-09-30 13F American Electric Power Com 025537101 10,627 -181 -1.67 1,090 14.98 0.1099
2024-07-23 2024-06-30 13F American Electric Power Com 025537101 10,808 1,222 12.75 948 14.91 0.1021
2024-04-24 2024-03-31 13F American Electric Power Com 025537101 9,586 433 4.73 825 11.04 0.0891
2024-01-24 2023-12-31 13F American Electric Power Com 025537101 9,153 -112 -1.21 743 6.75 0.0873
2023-10-18 2023-09-30 13F American Electric Power Com 025537101 9,265 -591 -6.00 697 -16.04 0.0919
2023-07-28 2023-06-30 13F American Electric Power Com 025537101 9,856 420 4.45 830 -3.38 0.1047
2023-04-12 2023-03-31 13F American Electric Power Com 025537101 9,436 641 7.29 859 0.1170
2023-01-18 2022-12-31 13F American Electric Power Com 025537101 8,795 -483 -5.21 1 -100.00 0.1239
2022-10-17 2022-09-30 13F American Electric Power Com 025537101 9,278 -455 -4.67 802 -14.13 0.1303
2022-09-16 2022-06-30 13F/A-1 American Electric Power Com 025537101 9,733 -845 -7.99 934 -11.47 0.1450
2022-07-13 2022-06-30 13F American Electric Power Co., In Equities 025537101 10,578 0 1,055 0.1648
2022-04-12 2022-03-31 13F American Electric Power Co., In Equities 025537101 10,578 303 2.95 1,055 15.43 0.1648
2022-01-10 2021-12-31 13F American Electric Power Co., In Equities 025537101 10,275 451 4.59 914 14.54 0.1262
2021-10-06 2021-09-30 13F American Electric Power Co., In Equities 025537101 9,824 344 3.63 798 -0.50 0.1162
2021-07-07 2021-06-30 13F American Electric Power Co., In Equities 025537101 9,480 -14 -0.15 802 -0.25 0.1215
2021-04-06 2021-03-31 13F American Electric Power Co., In Equities 025537101 9,494 546 6.10 804 7.92 0.1306
2021-01-05 2020-12-31 13F American Electric Power Co., In Equities 025537101 8,948 2,916 48.34 745 51.42 0.1255
2020-10-01 2020-09-30 13F American Electric Power Co., In Equities 025537101 6,032 358 6.31 492 5.13 0.0949
2020-07-07 2020-06-30 13F American Electric Power Co., In Equities 025537101 5,674 170 3.09 468 6.36 0.0981
2020-04-07 2020-03-31 13F American Electric Power Co., In Equities 025537101 5,504 -543 -8.98 440 -22.94 0.1139
2020-01-02 2019-12-31 13F American Electric Power Co., In Equities 025537101 6,047 30 0.50 571 1.42 0.1059
2019-10-01 2019-09-30 13F American Electric Power Co., In Equities 025537101 6,017 -186 -3.00 563 3.30 0.1110
2019-07-02 2019-06-30 13F American Electric Power Co., In Equities 025537101 6,203 -68 -1.08 545 3.81 0.1099
2019-04-02 2019-03-31 13F American Electric Power Co., In Equities 025537101 6,271 403 6.87 525 19.86 0.1092
2019-01-03 2018-12-31 13F American Electric Power Co., In Equities 025537101 5,868 199 3.51 438 9.23 0.1040
2018-10-09 2018-09-30 13F American Electric Power Co., In Equities 025537101 5,669 -26 -0.46 401 1.78 0.0818
2018-07-03 2018-06-30 13F American Electric Power Co., In Equities 025537101 5,695 3 0.05 394 1.03 0.0854
2018-04-03 2018-03-31 13F American Electric Power Co., In Equities 025537101 5,692 154 2.78 390 -4.18 0.0852
2018-01-16 2017-12-31 13F American Electric Power Co., In Equities 025537101 5,538 -56 -1.00 407 3.83 0.0861
2017-10-12 2017-09-30 13F American Electric Power Co., In Equities 025537101 5,594 -6 -0.11 392 0.77 0.0853
2017-07-11 2017-06-30 13F American Electric Power Co., In Equities 025537101 5,600 -237 -4.06 389 -0.51 0.0848
2017-04-13 2017-03-31 13F American Electric Power Co., In Equities 025537101 5,837 12 0.21 391 6.83 0.0904
2017-01-17 2016-12-31 13F American Electric Power Co., In Equities 025537101 5,825 369 6.76 366 4.57 0.0876
2016-10-13 2016-09-30 13F American Electric Power Co., In Equities 025537101 5,456 -201 -3.55 350 -11.62 0.0853
2016-07-19 2016-06-30 13F American Electric Power Co., In Equities 025537101 5,657 -24 -0.42 396 5.04 0.1030
2016-04-18 2016-03-31 13F American Electric Power Co., In Equities 025537101 5,681 653 12.99 377 29.11 0.1021
2016-01-19 2015-12-31 13F American Electric Power Co., In Equities 025537101 5,028 348 7.44 292 9.77 0.0832
2015-10-27 2015-09-30 13F American Electric Power Co., In Equities 025537101 4,680 707 17.80 266 26.67 0.0797
2015-07-10 2015-06-30 13F American Electric Power Co., In Equities 025537101 3,973 94 2.42 210 -3.67 0.0602
2015-04-09 2015-03-31 13F American Electric Power Co., In Equities 025537101 3,879 3,879 0.00 218 0.0624
2015-01-28 2014-12-31 13F American Electric Power Com 025537101 0 -3,856 -100.00 0 -100.00
2014-10-09 2014-09-30 13F American Electric Power Com 025537101 3,856 130 3.49 201 -3.37 0.0682
2014-07-22 2014-06-30 13F American Electric Power Com 025537101 3,726 388 11.62 208 23.08 0.0677
2014-04-07 2014-03-31 13F American Electric Power Com 025537101 3,338 0 0.00 169 8.33 0.0637
2014-01-08 2013-12-31 13F American Electric Power Com 025537101 3,338 6 0.18 156 8.33 0.0627
2013-10-07 2013-09-30 13F American Electric Power Com 025537101 3,332 255 8.29 144 4.35 0.0651
2013-08-01 2013-06-30 13F American Electric Power Com 025537101 3,077 0 0.00 138 0.00 0.0634
2013-07-26 2013-03-31 13F American Electric Power Com 025537101 3,077 3,077 138 0.0634
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.