American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership127,314 shares
Latest Disclosed Value $ 16,688,390
Sequoia Financial Advisors, LLC reports 7.86% increase in ownership of AEP / American Electric Power Company, Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 127,314 shares of American Electric Power Company, Inc. (MX:AEP) valued at $16,688,390 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 118,036 shares of American Electric Power Company, Inc.. This represents a change in shares of 7.86% 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 ELEC PWR COM 025537101 127,314 9,278 7.86 16,688 22.62 0.0933
2026-02-03 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 118,036 11,126 10.41 13,611 13.16 0.0759
2025-10-29 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 106,910 4,978 4.88 12,027 13.72 0.0731
2025-07-25 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 101,932 9,185 9.90 10,577 4.36 0.0724
2025-04-23 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 92,747 -5,661 -5.75 10,134 11.66 0.0782
2025-08-08 2024-12-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 98,408 -4,688 -4.55 9,076 -14.19 0.0873
2025-02-07 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 98,408 -4,688 9,076 0.0877
2024-10-21 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 103,096 5,717 5.87 10,578 23.79 0.1135
2024-07-15 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 97,379 -12,142 -11.09 8,544 -9.39 0.1029
2024-04-30 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 109,521 -5,286 -4.60 9,430 1.13 0.1173
2024-01-26 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 114,807 92,213 408.13 9,325 448.79 0.1156
2023-11-08 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 22,594 1,357 6.39 1,700 -4.98 0.0298
2023-08-08 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 21,237 2,248 11.84 1,788 3.53 0.0307
2023-04-25 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 18,989 171 0.91 1,728 -3.30 0.0384
2023-02-10 2022-12-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 18,818 5,634 42.73 1,787 56.67 0.0439
2023-01-18 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 20,684 7,500 1,964 0.0443
2022-10-26 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 13,184 -895 -6.36 1,140 -15.62 0.0359
2022-07-22 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 14,079 109 0.78 1,351 -3.08 0.0382
2022-05-13 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 13,970 -2,330 -14.29 1,394 -3.86 0.0348
2022-02-22 2021-12-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 16,300 12,757 360.06 1,450 403.47 0.0395
2022-02-11 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 16,300 12,757 1,450 0.0265
2021-10-26 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 3,543 -8,157 -69.72 288 -70.91 0.0293
2021-07-27 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 11,700 4,578 64.28 990 64.18 0.0361
2021-05-14 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 7,122 180 2.59 603 4.33 0.0252
2021-02-12 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 6,942 562 8.81 578 10.94 0.0264
2020-10-23 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 6,380 -663 -9.41 521 -7.13 0.0275
2020-08-25 2020-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 7,043 81 1.16 561 0.72 0.0332
2020-08-11 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 7,043 81 561 33,218.2832
2020-05-11 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 6,962 734 11.79 557 -5.43 0.0411
2020-02-13 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 6,228 -1,555 -19.98 589 -19.20 0.0374
2019-10-22 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 7,783 -509 -6.14 729 -0.14 0.0528
2019-07-31 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 8,292 -398 -4.58 730 0.27 0.0543
2019-05-13 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 8,690 1,968 29.28 728 45.02 0.0598
2019-02-14 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 6,722 53 0.79 502 6.13 0.0581
2018-11-14 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 6,669 -520 -7.23 473 -5.02 0.0470
2018-08-13 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 7,189 -960 -11.78 498 -10.91 0.0530
2018-05-14 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 8,149 871 11.97 559 4.49 0.0588
2018-02-13 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 7,278 955 15.10 535 20.50 0.0564
2017-11-13 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 6,323 37 0.59 444 1.60 0.0526
2017-08-09 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 6,286 17 0.27 437 3.80 0.0541
2017-05-01 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 6,269 0 0.00 421 6.58 0.0536
2017-02-14 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 6,269 6,269 395 0.0565
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.