AEP — AMERICAN ELEC PWR CO INC
Index member: Invesco QQQ Trust · S&P 500
As of Q2 2026, 45 SEC-registered investment managers reported holding AEP (AMERICAN ELEC PWR CO INC) in their latest 13F filings, with a combined reported value of $30.92B across 226.85M shares. That is +27.3% by share count (+48.64M shares) versus the previous quarter, while reported value moved +33.0%. Ownership is concentrated: the five largest holders account for 52.1% of reported value and the top ten for 74.4%.
Compared with the prior quarter, 4 opened new positions, 27 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AEP is a constituent of the Invesco QQQ Trust, S&P 500 and is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 51.02M | $6.98B | 0.11% | Add |
| Vanguard Group history | Q4 2025 | 52.50M | $6.05B | 0.09% | Add |
| Invesco Ltd history | Q2 2026 | 19.53M | $2.67B | 0.22% | Add |
| Morgan Stanley history | Q2 2026 | 18.98M | $2.60B | 0.14% | Add |
| Geode Capital Management history | Q2 2026 | 14.40M | $1.96B | 0.10% | Add |
| Wellington Management Group history | Q2 2026 | 13.87M | $1.90B | 0.35% | Add |
| Bank of America Corp history | Q2 2026 | 12.27M | $1.68B | 0.11% | Add |
| Goldman Sachs Group history | Q2 2026 | 11.04M | $1.51B | 0.14% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 9.30M | $1.27B | 0.06% | Add |
| Franklin Resources history | Q2 2026 | 9.15M | $1.25B | 0.29% | Add |
| Dodge & Cox history | Q2 2026 | 8.67M | $1.19B | 0.62% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 4.98M | $680.64M | 0.14% | Add |
| Millennium Management history | Q2 2026 | 4.80M | $656.53M | 0.25% | Add |
| Northern Trust Corp history | Q2 2026 | 4.65M | $636.31M | 0.07% | Hold |
| Citigroup Inc history | Q2 2026 | 4.36M | $597.02M | 0.21% | Add |
| MFS Investment Management history | Q2 2026 | 4.18M | $572.65M | 0.19% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 4.00M | $546.71M | 0.09% | Add |
| BNY Mellon history | Q2 2026 | 3.62M | $495.49M | 0.08% | Hold |
| Charles Schwab Investment Management history | Q2 2026 | 3.57M | $488.26M | 0.07% | Add |
| Amundi US history | Q2 2026 | 2.90M | $396.98M | 0.10% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.49M sh · $344.03M
- Soros Fund Management 768.00K sh · $105.07M
- Arrowstreet Capital 396.63K sh · $54.26M
- Capital World Investors 16.05K sh · $2.20M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 2.22M sh · $290.89M
- Ontario Teachers Pension Plan sold 14.07K sh · $1.84M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 43.67M | 45.28M | 44.15M | 44.87M | 45.89M | 46.26M | 47.80M | 51.02M |
| Invesco Ltd | 7.38M | 8.19M | 8.83M | 8.84M | 7.72M | 8.03M | 8.22M | 8.62M | 9.80M | 8.78M | 8.36M | 8.41M | 7.89M | 8.60M | 7.37M | 7.80M | 7.38M | 7.69M | 7.70M | 19.53M |
| Morgan Stanley | 7.51M | 7.98M | 8.52M | 10.59M | 10.80M | 13.36M | 13.92M | 14.31M | 14.89M | 11.96M | 12.65M | 12.14M | 12.26M | 12.72M | 13.86M | 14.03M | 14.39M | 14.66M | 14.49M | 18.98M |
| Geode Capital Management | 7.98M | 8.50M | 9.22M | 9.84M | 10.14M | 10.21M | 10.05M | 10.36M | 10.57M | 10.94M | 11.83M | 12.17M | 12.52M | 12.81M | 13.07M | 13.35M | 13.74M | 13.82M | 14.22M | 14.40M |
| Wellington Management Group | 15.40M | 18.36M | 19.00M | 19.10M | 19.16M | 22.99M | 24.17M | 25.00M | 28.59M | 28.43M | 24.88M | 20.82M | 20.87M | 17.78M | 22.10M | 17.67M | 16.60M | 14.64M | 13.16M | 13.87M |
| Bank of America Corp | 6.19M | 5.96M | 6.18M | 6.80M | 6.51M | 6.22M | 7.42M | 6.46M | 6.83M | 6.38M | 4.48M | 5.97M | 4.02M | 5.12M | 5.11M | 5.46M | 5.88M | 5.91M | 5.16M | 12.27M |
| Goldman Sachs Group | 2.63M | 3.49M | 2.00M | 1.90M | 1.99M | 1.85M | 2.24M | 2.17M | 2.34M | 3.34M | 2.31M | 2.37M | 3.89M | 3.52M | 4.19M | 3.64M | 3.65M | 4.56M | 5.15M | 11.04M |
| Fidelity Management & Research (FMR) | 3.37M | 2.47M | 2.93M | 3.02M | 2.99M | 700.78K | 629.66K | 512.89K | 639.93K | 3.19M | 4.76M | 5.78M | 6.87M | 2.65M | 5.03M | 4.06M | 3.85M | 4.91M | 6.08M | 9.30M |
| Franklin Resources | 13.35M | 13.19M | 13.14M | 8.20M | 6.20M | 6.36M | 6.22M | 5.74M | 6.46M | 5.60M | 5.26M | 5.25M | 4.37M | 3.48M | 1.44M | 1.38M | 1.32M | 1.37M | 1.43M | 9.15M |
| Dodge & Cox | — | — | — | — | — | — | — | — | — | — | 11.36M | 11.83M | 11.58M | 11.58M | 10.81M | 9.57M | 9.52M | 9.34M | 8.74M | 8.67M |
| Legal & General Investment Management America | 5.56M | 5.52M | 5.39M | 5.18M | 4.89M | 4.83M | 4.87M | 4.94M | 4.82M | 5.45M | 5.37M | 5.09M | 4.92M | 4.26M | 4.64M | 4.91M | 5.13M | 4.97M | 4.78M | 4.98M |
| Millennium Management | 1.34M | 1.66M | 1.55M | 817.57K | 2.15M | 379.88K | 381.63K | 2.10M | 427.27K | 2.08M | 836.57K | 274.19K | 541.66K | 777.43K | 368.07K | 916.30K | 388.30K | 1.60M | 4.37M | 4.80M |
| Northern Trust Corp | 5.56M | 5.45M | 5.16M | 5.30M | 5.10M | 5.41M | 5.30M | 5.00M | 5.00M | 4.90M | 4.74M | 4.73M | 4.58M | 4.85M | 5.24M | 4.76M | 4.75M | 4.67M | 4.67M | 4.65M |
| Citigroup Inc | 1.17M | 1.27M | 950.95K | 790.36K | 654.87K | 719.74K | 531.17K | 533.30K | 573.92K | 564.58K | 578.93K | 798.49K | 1.06M | 648.47K | 883.01K | 2.24M | 3.34M | 3.69M | 3.03M | 4.36M |
| MFS Investment Management | 9.98M | 10.37M | — | 9.89M | 8.77M | 8.86M | 8.24M | 6.55M | 6.22M | 6.03M | 5.25M | 5.16M | 5.09M | 4.90M | 4.84M | 4.79M | 4.63M | 4.51M | 4.49M | 4.18M |
| Wells Fargo & Co | 8.85M | 1.20K | 5.17M | 4.76M | 4.63M | 4.80M | 4.96M | 5.03M | 4.84M | 4.64M | 4.62M | 4.74M | 4.44M | 4.33M | 4.34M | 4.50M | 4.32M | 4.16M | 3.94M | 4.00M |
| BNY Mellon | 3.89M | 3.88M | 4.35M | 4.22M | 4.27M | 4.46M | 4.27M | 4.17M | 4.11M | 3.97M | 3.86M | 3.80M | 3.76M | 3.84M | 3.78M | 3.62M | 3.65M | 3.65M | 3.61M | 3.62M |
| Charles Schwab Investment Management | 2.40M | 2.49M | 2.58M | 2.67M | 2.72M | 2.77M | 2.79M | 2.77M | 2.84M | 2.98M | 3.06M | 3.13M | 3.18M | 3.28M | 3.33M | 3.36M | 3.38M | 3.41M | 3.51M | 3.57M |
| Amundi US | 2.94M | 2.54M | 2.73M | 2.67M | 2.68M | 1.12M | 2.69M | 2.88M | 2.92M | 2.91M | 2.81M | 2.74M | 3.30M | 2.72M | 2.93M | 3.69M | 3.58M | 2.42M | 2.54M | 2.90M |
| UBS Group AG | 3.55M | 3.61M | 3.46M | 3.50M | 3.66M | 4.32M | 4.63M | 4.78M | 4.80M | 4.87M | 4.66M | 3.97M | 3.89M | 3.54M | 3.91M | 2.80M | 3.55M | 2.69M | 2.02M | 2.54M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details