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AEP — AMERICAN ELEC PWR CO INC

Reported value held$37.36B
Funds holding (latest)53
SectorUtilities

Index member: Invesco QQQ Trust · S&P 500

Funds holding (Q2 2026)45
Institutional value$30.92B · 226.85M sh
New / Add / Cut / Exit4 / 27 / 12 / 2
Top-5 / Top-10 concentration52.1% / 74.4%
Institutional holdings change Accumulating +27.3% (+48.64M sh)
Institutional value change Up +33.0%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 53 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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