American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership539 shares
Latest Disclosed Value $ 70,613
SOA Wealth Advisors, LLC. reports 14.72% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 539 shares of American Electric Power Company, Inc. (MX:AEP) valued at $70,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 632 shares of American Electric Power Company, Inc.. This represents a change in shares of -14.72% 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)
2026-05-20 2026-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 539 -93 -14.72 71 -2.78 0.0133
2026-01-20 2025-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 632 2 0.32 73 2.86 0.0123
2025-10-21 2025-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 630 1 0.16 71 7.69 0.0122
2025-07-18 2025-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 629 -186 -22.82 65 -26.97 0.0123
2025-04-14 2025-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 815 2 0.25 89 18.67 0.0186
2025-02-06 2024-12-31 13F/A-1 AMERICAN ELEC PWR CO INC COM Stock 025537101 813 1 0.12 75 -9.64 0.0138
2025-01-28 2024-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 813 1 75 0.0138
2024-11-20 2024-09-30 13F/A-1 AMERICAN ELEC PWR CO INC COM Stock 025537101 812 2 0.25 83 16.90 0.0159
2024-10-09 2024-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 812 2 83 0.0159
2024-07-17 2024-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 810 -346 -29.93 71 -28.28 0.0143
2024-04-10 2024-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 1,156 -11 -0.94 100 5.32 0.0206
2024-02-13 2023-12-31 13F/A-1 AMERICAN ELEC PWR CO INC COM Stock 025537101 1,167 1 0.09 95 8.05 0.0211
2024-01-10 2023-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 1,167 1 95 0.0211
2023-10-10 2023-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 1,166 644 123.37 88 102.33 0.0218
2023-07-07 2023-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 522 2 0.38 44 -8.51 0.0103
2023-04-28 2023-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 520 1 0.19 47 -4.08 0.0117
2023-01-10 2022-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 519 2 0.39 49 11.36 0.0133
2022-10-07 2022-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 517 1 0.19 44 -10.20 0.0132
2022-07-13 2022-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 516 -10 -1.90 49 -5.77 0.0144
2022-04-07 2022-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 526 1 0.19 52 13.04 0.0127
2022-01-13 2021-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 525 2 0.38 46 9.52 0.0111
2021-10-12 2021-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 523 74 16.48 42 10.53 0.0108
2021-07-14 2021-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 449 2 0.45 38 2.70 0.0098
2021-04-26 2021-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 447 1 0.22 37 5.71 0.0104
2021-03-10 2020-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 446 446 35 0.0095
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.