American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership39,138 shares
Latest Disclosed Value $ 5,130,154
Arkadios Wealth Advisors reports 2.31% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 39,138 shares of American Electric Power Company, Inc. (MX:AEP) valued at $5,130,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 40,065 shares of American Electric Power Company, Inc.. This represents a change in shares of -2.31% during the quarter.

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)
2026-05-18 2026-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 39,138 -927 -2.31 5,130 11.06 0.0540
2026-02-13 2025-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 40,065 3,554 9.73 4,620 12.47 0.0896
2025-10-29 2025-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 36,511 1,739 5.00 4,107 13.83 0.0985
2025-08-04 2025-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 34,772 551 1.61 3,608 -3.50 0.1064
2025-05-08 2025-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 34,221 9,402 37.88 3,739 63.35 0.1412
2025-01-15 2024-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 24,819 -1,987 -7.41 2,289 -16.76 0.1248
2024-10-24 2024-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 26,806 -1,002 -3.60 2,750 12.75 0.1558
2024-07-29 2024-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 27,808 -2,545 -8.38 2,440 -6.66 0.1646
2024-04-30 2024-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 30,353 -15,210 -33.38 2,613 -29.38 0.2026
2024-01-24 2023-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 45,563 1,718 3.92 3,701 12.22 0.3129
2023-10-13 2023-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 43,845 16,650 61.22 3,298 44.04 0.3129
2023-07-26 2023-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 27,195 -725 -2.60 2,290 -9.88 0.2663
2023-05-02 2023-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 27,920 2,811 11.20 2,540 6.54 0.3025
2023-01-11 2022-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 25,109 2,852 12.81 2,384 238,300.00 0.3160
2022-10-21 2022-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 22,257 3,488 18.58 2 0.00 0.2916
2022-07-14 2022-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 18,769 2,977 18.85 2 0.00 0.2679
2022-05-02 2022-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 15,792 6,582 71.47 2 0.2064
2022-02-03 2021-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 9,210 2,542 38.12 1 0.1085
2021-10-19 2021-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 6,668 441 7.08 1 0.0780
2021-07-28 2021-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 6,227 5,220 518.37 1 0.0641
2021-04-26 2021-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 1,007 670 198.81 0 0.0140
2021-02-09 2020-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 337 44 15.02 0 -100.00 0.0059
2020-11-10 2020-09-30 13F AMERICAN ELEC PWR CO INC COM Common Stock 025537101 293 -695 -70.34 27 -69.05 0.0135
2020-08-10 2020-06-30 13F AMERICAN ELEC PWR CO INC COM Common Stock 025537101 988 100 11.26 84 20.00 0.0468
2020-05-14 2020-03-31 13F AMERICAN ELEC PWR CO INC COM Common Stock 025537101 888 -57 -6.03 71 -27.84 0.0452
2020-02-14 2019-12-31 13F AMERICAN ELEC PWR CO INC COM Common Stock 025537101 945 945 97 0.0582
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.