American Electric Power Company, Inc.
US ˙ NasdaqGS ˙ US0255371017

SecurityAEP / American Electric Power Company, Inc.
InstitutionColdstream Capital Management Inc
Latest Disclosed Ownership10,887 shares
Latest Disclosed Value $ 1,427,080
Coldstream Capital Management Inc reports 7.58% increase in ownership of AEP / American Electric Power Company, Inc.

On May 8, 2026 - Coldstream Capital Management Inc filed a 13F-HR form disclosing ownership of 10,887 shares of American Electric Power Company, Inc. (US:AEP) valued at $1,427,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 10,120 shares of American Electric Power Company, Inc.. This represents a change in shares of 7.58% during the quarter. The current value of the position is $1,375,137 USD.

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)
2026-05-08 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 10,887 767 7.58 1,427 22.38 0.0153
2026-02-09 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 10,120 352 3.60 1,167 6.19 0.0150
2025-11-19 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 9,768 231 2.42 1,099 11.02 0.0148
2025-08-12 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 9,537 366 3.99 990 -1.30 0.0162
2025-05-13 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 9,171 722 8.55 1,002 28.63 0.0213
2025-02-14 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 8,449 -194 -2.24 779 -11.17 0.0166
2024-11-18 2024-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 8,643 934 12.12 877 29.73 0.0190
2024-11-18 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 8,643 877
2024-08-07 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 7,709 -168 -2.13 676 -0.29 0.0165
2024-05-14 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 7,877 758 10.65 678 17.30 0.0172
2024-02-09 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 7,119 594 9.10 578 17.96 0.0162
2023-11-02 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 6,525 702 12.06 491 0.00 0.0160
2023-08-03 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 5,823 -578 -9.03 490 -15.81 0.0155
2023-05-15 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 6,401 349 5.77 582 1.39 0.0196
2023-01-10 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 6,052 535 9.70 575 8.51 0.0210
2022-08-08 2022-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 5,517 460 9.10 529 4.75 0.0206
2022-08-08 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 3,170 -1,887 304 0.0129
2022-05-11 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 5,057 -82 -1.60 505 10.50 0.0174
2022-02-11 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 5,139 5,139 457 0.0143
2021-11-12 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 0 -2,708 -100.00 0 -100.00
2021-08-16 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 2,708 264 10.80 229 10.63 0.0092
2021-06-16 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 2,444 2,444 207 0.0121
2020-05-27 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 0 -2,236 -100.00 0 -100.00
2020-02-13 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 2,236 8 0.36 211 0.96 0.0173
2019-11-15 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 2,228 -71 -3.09 209 3.47 0.0176
2019-08-15 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 2,299 2,299 202 0.0168
2017-02-09 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 0 -27,666 -100.00 0 -100.00
2016-11-14 2016-09-30 13F/A-2 AMERICAN ELEC PWR COM 025537101 27,666 27,666 1,776 0.3148
2016-11-14 2016-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 27,666 27,666 1,776 0.3148
2016-11-14 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 27,666 27,666 1,776 0.3148
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.