State Street Corp ownership in AEP / American Electric Power Company, Inc.

American Electric Power Company, Inc.

MX ˙ BMV ˙ US0255371017

Security	MX:AEP / American Electric Power Company, Inc.
Institution	State Street Corp
Latest Disclosed Ownership	28,190,434 shares
Ownership	5.47%

2024-01-30 - State Street Corp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 28,190,434 shares of American Electric Power Company, Inc. (MX:AEP). This represents 5.47 percent ownership of the company. In their previous filing dated 2023-02-06 , State Street Corp had reported owning 28,082,231 shares, indicating an increase of 0.39 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-01-30	2024-01-30	13G/A	28,082,231	28,190,434	0.39	5.47	0.18
2023-02-06	2023-02-06	13G/A	25,549,235	28,082,231	9.91	5.46	7.69
2022-02-10	2022-02-10	13G/A	24,295,338	25,549,235	5.16	5.07	3.68
2021-02-12	2021-02-12	13G/A	26,788,315	24,295,338	-9.31	4.89	-9.78
2020-02-13	2020-02-13	13G	24,037,646	26,788,315	11.44	5.42	10.84
2018-02-13	2018-02-13	13G/A	24,912,712	24,037,646	-3.51	4.89	-3.55
2017-02-09	2017-02-09	13G	23,359,165	24,912,712	6.65	5.07	5.63
2016-02-22	2016-02-22	13G/A		23,359,165		4.80
2015-02-11	2015-02-11	13G		25,957,263		5.30
2014-02-05	2014-02-05	13G		23,442,076		4.80
2013-02-11	2013-02-11	13G		24,324,024		5.00
2012-02-09	2012-02-09	13G		24,781,911		5.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	AMERICAN ELEC PWR	COM	025537101	30,288,136	-149,640	-0.49	3,970,169	13.12	0.1371
2026-02-13	2025-12-31	13F	AMERICAN ELEC PWR	COM	025537101	30,437,776	1,514,865	5.24	3,509,780	7.87	0.1177
2025-11-14	2025-09-30	13F	AMERICAN ELEC PWR	COM	025537101	28,922,911	406,445	1.43	3,253,827	9.97	0.1128
2025-08-14	2025-06-30	13F	AMERICAN ELEC PWR	COM	025537101	28,516,466	653,712	2.35	2,958,869	-2.81	0.1109
2025-05-15	2025-03-31	13F	AMERICAN ELEC PWR	COM	025537101	27,862,754	449,255	1.64	3,044,563	20.42	0.1255
2025-02-14	2024-12-31	13F	AMERICAN ELEC PWR	COM	025537101	27,413,499	510,744	1.90	2,528,342	-8.40	0.0997
2024-11-14	2024-09-30	13F	AMERICAN ELEC PWR	COM	025537101	26,902,755	1,114,954	4.32	2,760,223	21.99	0.1123
2024-08-14	2024-06-30	13F	AMERICAN ELEC PWR	COM	025537101	25,787,801	-289,530	-1.11	2,262,622	0.77	0.0989
2024-05-15	2024-03-31	13F	AMERICAN ELEC PWR	COM	025537101	26,077,331	-1,990,581	-7.09	2,245,258	-1.51	0.1004
2024-02-14	2023-12-31	13F	AMERICAN ELEC PWR	COM	025537101	28,067,912	879,580	3.24	2,279,676	11.47	0.1109
2023-11-14	2023-09-30	13F	AMERICAN ELEC PWR	COM	025537101	27,188,332	41,886	0.15	2,045,106	-10.53	0.1134
2023-08-14	2023-06-30	13F	AMERICAN ELEC PWR	COM	025537101	27,146,446	86,801	0.32	2,285,731	-7.17	0.1200
2023-05-15	2023-03-31	13F	AMERICAN ELEC PWR	COM	025537101	27,059,645	-993,336	-3.54	2,462,155	-7.56	0.1389
2023-05-15	2022-12-31	13F/A-99	AMERICAN ELEC PWR	COM	025537101	28,052,981	-673,165	-2.34	2,663,631	7.26	0.1565
2023-05-15	2022-12-31	13F	AMERICAN ELEC PWR	COM	025537101	28,052,981	-673,165		2,663,631		0.1565
2022-11-15	2022-09-30	13F	AMERICAN ELEC PWR	COM	025537101	28,726,146	-379,341	-1.30	2,483,375	-11.07	0.1571
2022-08-15	2022-06-30	13F	AMERICAN ELEC PWR	COM	025537101	29,105,487	1,327,884	4.78	2,792,380	0.76	0.1673
2022-05-16	2022-03-31	13F	AMERICAN ELEC PWR	COM	025537101	27,777,603	27,414,203	7,543.81	2,771,371	15,204.68	0.1370
2022-02-14	2021-12-31	13F	AMERICAN ELEC PWR	UNIT 08/01/2021	025537127	363,400	-15,000	-3.96	18,108	0.62	0.0009
2022-02-14	2021-12-31	13F	AMERICAN ELEC PWR	COM	025537101	25,520,932			2,270,597
2021-11-15	2021-09-30	13F	AMERICAN ELEC PWR	UNIT 08/01/2021	025537127	378,400	65,000	20.74	17,997	17.19	0.0010
2021-11-15	2021-09-30	13F	AMERICAN ELEC PWR	COM	025537101	25,180,631	783,753		2,044,164		0.1080
2021-08-16	2021-06-30	13F	AMERICAN ELEC PWR	UNIT 08/01/2021	025537127	313,400	13,000	4.33	15,357	4.58	0.0008
2021-08-16	2021-06-30	13F	AMERICAN ELEC PWR	COM	025537101	24,396,878	134,827		2,063,732		0.1088
2021-07-09	2021-03-31	13F/A-1	AMERICAN ELEC PWR	UNIT 08/01/2021	025537127	300,400	35,000	13.19	14,684	12.31	0.0008
2021-07-09	2021-03-31	13F/A-1	AMERICAN ELEC PWR	COM	025537101	24,262,051	-4,289		2,054,996		0.1178
2021-05-17	2021-03-31	13F	AMERICAN ELEC PWR	UNIT 08/01/2021	025537127	300,400	-23,965,940		14,684		0.0008
2021-05-17	2021-03-31	13F	AMERICAN ELEC PWR	COM	025537101	24,262,051	23,961,651		2,054,996		0.1178
2021-02-16	2020-12-31	13F	AMERICAN ELEC PWR	UNIT 08/01/2021	025537127	265,400	-35,000	-11.65	13,074	-10.30	0.0008
2021-02-16	2020-12-31	13F	AMERICAN ELEC PWR	COM	025537101	24,266,340	-946,890		2,020,658		0.1237
2020-11-10	2020-09-30	13F	AMERICAN ELEC PWR	UNIT 03/15/2022	025537127	300,400	-122,000	-28.88	14,575	-28.74	0.0010
2020-11-10	2020-09-30	13F	AMERICAN ELEC PWR	COM	025537101	25,213,230	-674,128		2,060,677		0.1407
2020-08-14	2020-06-30	13F	AMERICAN ELEC PWR	UNIT 03/15/2022	025537127	422,400	69,300	19.63	20,453	19.95	0.0015
2020-08-14	2020-06-30	13F	AMERICAN ELEC PWR	COM	025537101	25,887,358	-1,125,019		2,061,669		0.1499
2020-06-19	2020-03-31	13F/A-1	AMERICAN ELEC PWR	UNIT 03/15/2022	025537127	353,100	-72,900	-17.11	17,051	-25.71	0.0015
2020-06-19	2020-03-31	13F/A-1	AMERICAN ELEC PWR	COM	025537101	27,012,377	268,028		2,160,450		0.1889
2020-05-11	2020-03-31	13F	AMERICAN ELEC PWR	UNIT 03/15/2022	025537127	353,100	-26,659,277		17,051		1,497.4211
2020-05-11	2020-03-31	13F	AMERICAN ELEC PWR	COM	025537101	27,012,377	26,586,377		2,160,450		189,731.0112
2020-02-06	2019-12-31	13F	AMERICAN ELEC PWR	UNIT 03/15/2022	025537127	426,000	10,000	2.40	22,953	0.24	0.0016
2020-02-06	2019-12-31	13F	AMERICAN ELEC PWR	COM	025537101	26,744,349	1,311,815		2,527,608		0.1731
2019-11-14	2019-09-30	13F	AMERICAN ELEC PWR	UNIT 03/15/2022	025537127	416,000	19,000	4.79	22,897	7.94	0.0017
2019-11-14	2019-09-30	13F	AMERICAN ELEC PWR	COM	025537101	25,432,534	83,757		2,382,774		0.1776
2019-08-14	2019-06-30	13F	AMERICAN ELEC PWR	UNIT 03/15/2022	025537127	397,000	-13,000	-3.17	21,212	1.86	0.0016
2019-08-14	2019-06-30	13F	AMERICAN ELEC PWR	COM	025537101	25,348,777	224,424		2,230,946		0.1663
2019-05-15	2019-03-31	13F	AMERICAN ELEC PWR	UNIT 03/15/2022	025537127	410,000	-24,179,500	-98.33	20,824	-98.87	0.0016
2019-05-15	2019-03-31	13F	AMERICAN ELEC PWR	COM	025537101	25,124,353	534,853		2,104,165		0.1642
2019-02-12	2018-12-31	13F	AMERICAN ELEC PWR	COM	025537101	24,589,500	982,647	4.16	1,837,819	9.84	0.1673
2018-11-09	2018-09-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,606,853	-93,635	-0.40	1,673,249	1.95	0.1285
2018-08-14	2018-06-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,700,488	113,667	0.48	1,641,249	1.45	0.1372
2018-05-15	2018-03-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,586,821	-410,294	-1.71	1,617,808	-8.36	0.1374
2018-02-14	2017-12-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,997,115	-322,693	-1.33	1,765,467	3.35	0.1420
2017-11-14	2017-09-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,319,808	-70,032	-0.29	1,708,225	0.82	0.1474
2017-08-14	2017-06-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,389,840	-671,293	-2.68	1,694,362	0.71	0.1499
2017-05-15	2017-03-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	25,061,133	153,485	0.62	1,682,343	7.28	0.1501
2017-02-09	2016-12-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,907,648	81,305	0.33	1,568,194	-1.63	0.1476
2017-01-13	2016-09-30	13F/A-1	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,826,343	-161,944	-0.65	1,594,101	-8.98	0.1607
2016-11-14	2016-09-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	19,452,852			1,249,069
2016-08-12	2016-06-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,988,287	-128,951	-0.51	1,751,428	5.02	0.1881
2016-05-20	2016-03-31	13F/A-1	AMERICAN ELECTRIC POWER	Common equity shares	025537101	25,117,238	1,758,073	7.53	1,667,787	22.53	0.1803
2016-05-12	2016-03-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	25,117,238			1,667,787
2016-02-16	2015-12-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,359,165	-448,016	-1.88	1,361,143	0.55	0.1488
2015-11-16	2015-09-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,807,181	774,691	3.36	1,353,678	10.95	0.1576
2015-08-13	2015-06-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,032,490	-1,275,780	-5.25	1,220,030	-10.77	0.1304
2015-05-15	2015-03-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,308,270	-1,648,993	-6.35	1,367,341	-13.25	0.1403
2015-02-11	2014-12-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	25,957,263	1,801,815	7.46	1,576,120	24.97	0.1570
2014-11-12	2014-09-30	13F/A-1	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,155,448	-1,187,082	-4.68	1,261,155	-10.77	0.1357
2014-11-10	2014-09-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,155,448			1,261,155
2014-08-12	2014-06-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	25,342,530	1,883,642	8.03	1,413,355	18.93	0.1526
2014-05-15	2014-03-31	13F/A-1	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,458,888	16,812	0.07	1,188,428	8.47	0.1351
2014-05-13	2014-03-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,458,888			1,188,428
2014-02-06	2013-12-31	13F/A-1	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,442,076	-427,601	-1.79	1,095,678	5.89	0.1219
2014-02-06	2013-12-31	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,324,024			1,038,147
2013-11-12	2013-09-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	23,869,677	-417,743	-1.72	1,034,746	-4.86	0.1275
2013-08-08	2013-06-30	13F	AMERICAN ELECTRIC POWER	Common equity shares	025537101	24,287,420	24,287,420		1,087,587		0.1418

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.