American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership8,081 shares
Latest Disclosed Value $ 1,058,906
SRS Capital Advisors, Inc. reports 42.23% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 8,081 shares of American Electric Power Company, Inc. (MX:AEP) valued at $1,058,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,988 shares of American Electric Power Company, Inc.. This represents a change in shares of -42.23% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 8,081 -5,907 -42.23 1,059 -34.41 0.0299
2026-02-13 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 13,988 -37,799 -72.99 1,613 -72.31 0.0470
2025-11-14 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 51,787 46,968 974.64 5,826 842.72 0.0836
2025-08-12 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 4,819 304 6.73 618 25.35 0.0284
2025-05-15 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 4,515 -2,671 -37.17 493 -25.53 0.0316
2025-02-05 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 7,186 5,843 435.07 663 383.21 0.0417
2024-11-06 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 1,343 36 2.75 138 20.18 0.0123
2024-08-06 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 1,307 44 3.48 115 5.56 0.0112
2024-05-14 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 1,263 439 53.28 109 63.64 0.0115
2024-02-06 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 824 -68 -7.62 67 -1.49 0.0075
2023-11-14 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 892 87 10.81 67 0.00 0.0084
2023-08-14 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 805 1 0.12 68 -8.22 0.0087
2023-05-16 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 804 7 0.88 73 -2.67 0.0097
2023-02-24 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 797 -32 -3.86 76 4.17 0.0105
2022-11-03 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 829 5 0.61 72 -8.86 0.0114
2022-08-22 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 824 16 1.98 79 -2.47 0.0120
2022-05-12 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 808 44 5.76 81 19.12 0.0108
2022-02-08 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 764 -132 -14.73 68 -6.85 0.0086
2021-11-05 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 896 155 20.92 73 15.87 0.0100
2021-08-02 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 741 13 1.79 63 3.28 0.0086
2021-02-03 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 728 6 0.83 61 3.39 0.0090
2020-11-12 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 722 6 0.84 59 3.51 0.0099
2020-08-06 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 716 7 0.99 57 0.00 0.0101
2020-05-13 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 709 -700 -49.68 57 -57.14 0.0131
2020-02-07 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 1,409 11 0.79 133 1.53 0.0382
2019-11-01 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 1,398 10 0.72 131 7.38 0.0395
2019-08-08 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 1,388 -408 -22.72 122 -8.96 0.0406
2019-02-06 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 1,796 -483 -21.19 134 -17.28 0.0533
2018-11-05 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 2,279 -201 -8.10 162 -5.26 0.0653
2018-08-21 2018-06-30 13F AMERICAN ELEC PWR INC COM COM 025537101 2,480 180 7.83 171 8.92 0.0751
2018-05-14 2018-03-31 13F AMERICAN ELEC PWR INC COM COM 025537101 2,300 -362 -13.60 157 -19.49 0.0815
2018-02-15 2017-12-31 13F AMERICAN ELEC PWR INC COM COM 025537101 2,662 19 0.72 195 5.41 0.0846
2017-11-15 2017-09-30 13F AMERICAN ELEC PWR INC COM COM 025537101 2,643 -2,082 -44.06 185 -42.90 0.0889
2017-08-14 2017-06-30 13F AMERICAN ELEC PWR INC COM COM 025537101 4,725 -1,482 -23.88 324 -22.12 0.1549
2017-05-11 2017-03-31 13F AMERICAN ELEC PWR INC COM COM 025537101 6,207 -222 -3.45 416 2.72 0.2001
2017-02-14 2016-12-31 13F AMERICAN ELEC PWR INC COM COM 025537101 6,429 6,429 405 0.2027
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.