American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership6,628 shares
Latest Disclosed Value $ 868,811
Valeo Financial Advisors, LLC reports 49.21% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 6,628 shares of American Electric Power Company, Inc. (MX:AEP) valued at $868,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 13,050 shares of American Electric Power Company, Inc.. This represents a change in shares of -49.21% 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)
2026-05-08 2026-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 6,628 -6,422 -49.21 869 -42.29 0.0207
2026-02-04 2025-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 13,050 865 7.10 1,505 9.78 0.0334
2025-11-03 2025-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 12,185 -154 -1.25 1,371 7.03 0.0312
2025-09-12 2025-06-30 13F/A-1 AMERICAN ELEC PWR CO INC COM Stock 025537101 12,339 -592 -4.58 1,280 -9.41 0.0315
2025-07-22 2025-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 12,339 -592 1,280 0.0308
2025-04-30 2025-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 12,931 -505 -3.76 1,413 14.04 0.0394
2025-01-30 2024-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 13,436 -251 -1.83 1,239 -11.75 0.0345
2024-10-10 2024-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 13,687 -1,135 -7.66 1,404 8.00 0.0400
2024-07-10 2024-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 14,822 -1,493 -9.15 1,300 -7.74 0.0406
2024-04-25 2024-03-31 13F/A-1 AMERICAN ELEC PWR CO INC COM Stock 025537101 16,315 -2,322 -12.46 1,409 -6.87 0.0505
2024-04-19 2024-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 16,178 -2,459 1,393 0.0479
2024-01-29 2023-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 18,637 11,642 166.43 1,514 187.64 0.0611
2023-10-20 2023-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 6,995 756 12.12 526 0.19 0.0240
2023-07-14 2023-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 6,239 421 7.24 525 -0.76 0.0240
2023-04-17 2023-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 5,818 2,297 65.24 529 58.38 0.0255
2023-02-09 2022-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 3,521 1,094 45.08 334 59.05 0.0183
2022-10-31 2022-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,427 -232 -8.73 210 -17.65 0.0134
2022-08-03 2022-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,659 -261 -8.94 255 -12.37 0.0160
2022-04-28 2022-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,920 219 8.11 291 21.25 0.0148
2022-01-07 2021-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,701 -160 -5.59 240 3.45 0.0130
2021-11-02 2021-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,861 243 9.28 232 4.98 0.0133
2021-07-22 2021-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,618 3 0.11 221 0.00 0.0134
2021-04-12 2021-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,615 6 0.23 221 1.84 0.0102
2021-02-11 2020-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,609 237 9.99 217 11.86 0.0112
2020-10-28 2020-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,372 -382 -13.87 194 -11.42 0.0170
2020-07-20 2020-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,754 -93 -3.27 219 -10.61 0.0199
2020-04-13 2020-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,847 389 15.83 245 5.60 0.0260
2020-01-24 2019-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,458 216 9.63 232 10.48 0.0225
2019-10-15 2019-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,242 -753 -25.14 210 -20.45 0.0232
2019-07-10 2019-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,995 182 6.47 264 11.86 0.0302
2019-04-12 2019-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,813 887 46.05 236 63.89 0.0287
2019-01-30 2018-12-31 13F AMERICAN ELEC PWR INC COM Stock 025537101 1,926 -45 -2.28 144 -0.69 0.0202
2018-11-01 2018-09-30 13F AMERICAN ELEC PWR INC COM Stock 025537101 1,971 -174 -8.11 145 -4.61 0.0196
2018-08-14 2018-06-30 13F AMERICAN ELEC PWR INC COM Stock 025537101 2,145 799 59.36 152 65.22 0.0213
2018-04-12 2018-03-31 13F AMERICAN ELEC PWR INC COM Stock 025537101 1,346 95 7.59 92 0.00 0.0148
2018-02-09 2017-12-31 13F AMERICAN ELEC PWR INC COM Stock 025537101 1,251 1,219 3,809.38 92 4,500.00 0.0151
2017-11-15 2017-09-30 13F/A-1 AMERICAN ELEC PWR INC COM Stock 025537101 32 32 2 0.0005
2017-11-14 2017-09-30 13F AMERICAN ELEC PWR INC COM Stock 025537101 32 2
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.