American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionWellington Management Group Llp
Latest Disclosed Ownership20,870,388 shares
Ownership 3.92%
Wellington Management Group Llp ownership in AEP / American Electric Power Company, Inc.

2024-11-08 - Wellington Management Group Llp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 20,870,388 shares of American Electric Power Company, Inc. (MX:AEP). This represents 3.92 percent ownership of the company. In their previous filing dated 2024-02-08 , Wellington Management Group Llp had reported owning 28,431,544 shares, indicating a decrease of -26.59 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)
2024-11-08 2024-11-08 13G/A 28,431,544 20,870,388 -26.59 3.92 -28.99
2024-02-08 2024-02-08 13G 28,431,544 5.52

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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 13,156,392 -1,482,735 -10.13 1,724,540 2.16 0.0457
2026-02-17 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 14,639,127 -1,958,760 -11.80 1,688,038 -9.60 0.2958
2025-11-14 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 16,597,887 -1,073,672 -6.08 1,867,262 1.84 0.3268
2025-08-14 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 17,671,559 -4,430,978 -20.05 1,833,601 -24.08 0.3328
2025-05-13 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 22,102,537 4,323,569 24.32 2,415,144 47.29 0.4646
2025-02-12 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 17,778,968 -3,091,420 -14.81 1,639,754 -23.42 0.3003
2024-11-14 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 20,870,388 46,938 0.23 2,141,302 17.20 0.3750
2024-08-14 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 20,823,450 -4,053,549 -16.29 1,827,050 -14.70 0.3262
2024-05-15 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 24,876,999 -3,554,545 -12.50 2,141,910 -7.24 0.3795
2024-02-12 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 28,431,544 -160,018 -0.56 2,309,210 7.37 0.4310
2023-11-14 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 28,591,562 3,589,451 14.36 2,150,657 2.16 0.4313
2023-08-14 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 25,002,111 831,091 3.44 2,105,178 -4.28 0.3991
2023-05-12 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 24,171,020 1,176,207 5.12 2,199,321 0.73 0.4358
2023-02-13 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 22,994,813 3,835,704 20.02 2,183,357 31.82 0.4378
2022-11-14 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 19,159,109 56,986 0.30 1,656,305 -9.62 0.3528
2022-08-15 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 19,102,123 101,552 0.53 1,832,657 -3.32 0.3691
2022-05-16 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 19,000,571 644,386 3.51 1,895,687 16.08 0.3246
2022-02-11 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 18,356,185 2,957,875 19.21 1,633,150 30.65 0.2612
2021-11-15 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 15,398,310 1,430,681 10.24 1,250,036 5.80 0.2126
2021-08-16 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 13,967,629 -9,031 -0.06 1,181,523 -0.19 0.1967
2021-05-17 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 13,976,660 2,893,325 26.11 1,183,823 28.27 0.2085
2021-02-12 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 11,083,335 1,058,030 10.55 922,909 12.64 0.1699
2020-11-16 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 10,025,305 1,378,645 15.94 819,367 18.99 0.1696
2020-08-14 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 8,646,660 -70,662 -0.81 688,619 -1.23 0.1533
2020-05-14 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 8,717,322 36,168 0.42 697,212 -15.02 0.1845
2020-02-11 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 8,681,154 35,382 0.41 820,456 1.29 0.1719
2019-11-13 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 8,645,772 92,453 1.08 810,023 7.60 0.1827
2019-08-14 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 8,553,319 8,423,143 6,470.58 752,777 11,140.51 0.1667
2019-05-15 2019-03-31 13F AMERICAN ELEC PWR UNIT 03/15/2022 025537127 130,176 -8,554,593 -98.50 6,697 -98.97 0.0015
2019-05-15 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 8,775,411 90,642 734,940 0.1664
2019-02-14 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 8,684,769 -2,797 -0.03 649,100 5.41 0.1625
2018-11-14 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 8,687,566 -403,398 -4.44 615,775 -2.19 0.1297
2018-08-14 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 9,090,964 -167,096 -1.80 629,550 -0.86 0.1401
2018-05-15 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 9,258,060 8,024,536 650.54 635,011 599.74 0.1437
2018-02-13 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 1,233,524 -363,791 -22.78 90,750 -19.11 0.0201
2017-11-13 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 1,597,315 117,647 7.95 112,196 9.15 0.0258
2017-08-14 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 1,479,668 67,377 4.77 102,792 8.42 0.0242
2017-05-11 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 1,412,291 147,477 11.66 94,807 19.05 0.0228
2017-02-14 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 1,264,814 360,111 39.80 79,633 37.08 0.0200
2016-11-14 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 904,703 77,739 9.40 58,091 0.22 0.0146
2016-08-15 2016-06-30 13F AMERICAN ELEC PWR COM 025537101 826,964 78,576 10.50 57,962 16.64 0.0150
2016-05-13 2016-03-31 13F AMERICAN ELEC PWR COM 025537101 748,388 192,496 34.63 49,693 53.41 0.0131
2016-02-12 2015-12-31 13F AMERICAN ELEC PWR COM 025537101 555,892 -10,483 -1.85 32,392 0.58 0.0085
2015-11-16 2015-09-30 13F AMERICAN ELEC PWR COM 025537101 566,375 -64,322 -10.20 32,204 -3.60 0.0090
2015-08-14 2015-06-30 13F AMERICAN ELEC PWR COM 025537101 630,697 -9,356 -1.46 33,408 -7.21 0.0086
2015-05-15 2015-03-31 13F AMERICAN ELEC PWRINC COM 025537101 640,053 -17,248 -2.62 36,003 -9.79 0.0093
2015-02-13 2014-12-31 13F AMERICAN ELEC PWRINC COM 025537101 657,301 244,471 59.22 39,912 85.17 0.0106
2014-11-14 2014-09-30 13F AMERICAN ELEC PWRINC COM 025537101 412,830 -13,320 -3.13 21,554 -9.31 0.0059
2014-08-14 2014-06-30 13F AMERICAN ELEC PWRINC COM 025537101 426,150 -8,902 -2.05 23,767 7.84 0.0064
2014-05-15 2014-03-31 13F AMERICANELEC COM 025537101 435,052 136,620 45.78 22,040 58.00 0.0061
2014-02-14 2013-12-31 13F AMERICAN ELEC PWRINC COM 025537101 298,432 -7,544 -2.47 13,949 5.16 0.0040
2013-11-14 2013-09-30 13F AMERICAN ELEC PWRINC COM 025537101 305,976 -24,511 -7.42 13,264 -10.37 0.0042
2013-08-14 2013-06-30 13F AMERICAN ELEC PWRINC COM 025537101 330,487 330,487 14,799 0.0048
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.