AEPPZ — AMERICAN ELEC PWR CO INC
AEPPZ (AMERICAN ELEC PWR CO INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 17 funds have reported positions historically, with the sum of their latest reported stakes valued at $335.97M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
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 |
|---|---|---|---|---|---|
| Franklin Resources history | Q2 2023 | 2.63M | $130.65M | 0.06% | Hold |
| Two Sigma Investments history | Q2 2023 | 1.26M | $62.80M | 0.17% | Add |
| Capital Research Global Investors history | Q2 2023 | 953.22K | $47.36M | 0.01% | Hold |
| Capital World Investors history | Q2 2023 | 831.91K | $41.33M | 0.01% | Hold |
| Bank of America Corp history | Q2 2023 | 257.58K | $12.80M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2023 | 187.30K | $9.26M | 0.00% | Hold |
| Invesco Ltd history | Q2 2023 | 164.90K | $8.19M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2023 | 122.53K | $6.09M | 0.00% | Add |
| Citigroup Inc history | Q2 2023 | 122.16K | $6.07M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2023 | 94.09K | $4.67M | 0.00% | Add |
| Wellington Management Group history | Q2 2023 | 59.45K | $2.94M | 0.00% | Hold |
| Janus Henderson Group history | Q4 2021 | 40.00K | $2.09M | 0.00% | Hold |
| Manulife Financial history | Q1 2023 | 20.75K | $1.05M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2023 | 12.56K | $620.31K | 0.00% | Add |
| UBS Group AG history | Q2 2023 | 1.00K | $49.68K | 0.00% | Reduce |
| T. Rowe Price Associates history | Q2 2023 | 111.03K | $5.54K | 0.00% | Hold |
| Millennium Management history | Q1 2023 | 4.42K | $222 | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|
| Franklin Resources | — | 4.78M | 4.82M | 4.82M | 3.83M | 3.83M | 2.63M | 2.63M | 2.63M |
| Two Sigma Investments | — | — | — | — | — | — | — | 608.45K | 1.26M |
| Capital Research Global Investors | — | 1.55M | 1.55M | 1.55M | 953.22K | 953.22K | 953.22K | 953.22K | 953.22K |
| Capital World Investors | — | 831.91K | 831.91K | 831.91K | 831.91K | 831.91K | 831.91K | 831.91K | 831.91K |
| Bank of America Corp | — | 35.05K | 8.52K | 180.97K | 267.35K | 257.33K | 263.12K | 377.60K | 257.58K |
| Fidelity Management & Research (FMR) | — | 35.00K | 35.00K | 217.30K | 217.30K | 187.30K | 187.30K | 187.30K | 187.30K |
| Invesco Ltd | — | — | 8.00K | 8.00K | 8.00K | 343.90K | 343.90K | 303.90K | 164.90K |
| Wells Fargo & Co | — | 101.29K | 107.90K | 108.79K | 111.79K | 112.39K | 110.54K | 107.88K | 122.53K |
| Citigroup Inc | — | — | 4.04K | 4.04K | — | — | 1.64K | 77.44K | 122.16K |
| JPMorgan Chase & Co | — | 5.00K | 9.86K | — | — | 28.81K | — | 53.37K | 94.09K |
| Wellington Management Group | — | 84.25K | 87.93K | 92.43K | 112.48K | 69.86K | 66.86K | 59.45K | 59.45K |
| Morgan Stanley | — | 57.99K | 36.74K | 97.54K | 57.36K | 34.55K | 10.74K | 10.62K | 12.56K |
| UBS Group AG | — | — | — | — | — | — | 2.44K | 2.25K | 1.00K |
| T. Rowe Price Associates | — | 690.36K | 685.78K | 664.88K | 585.44K | 560.79K | 574.10K | 111.03K | 111.03K |
| Millennium Management | — | — | — | — | — | — | — | 4.42K | — |
| Janus Henderson Group | 40.00K | 40.00K | 40.00K | — | — | — | — | — | — |
| Manulife Financial | — | 2.75M | 2.75M | 2.74M | 2.39M | 1.35M | 1.34M | 20.75K | — |