American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionBrandywine Oak Private Wealth Llc
Latest Disclosed Ownership12,824 shares
Latest Disclosed Value $ 1,680,930
Brandywine Oak Private Wealth Llc reports 0.35% increase in ownership of AEP / American Electric Power Company, Inc.

On April 20, 2026 - Brandywine Oak Private Wealth Llc filed a 13F-HR form disclosing ownership of 12,824 shares of American Electric Power Company, Inc. (MX:AEP) valued at $1,680,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 12,779 shares of American Electric Power Company, Inc.. This represents a change in shares of 0.35% 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)
2026-04-20 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 12,824 45 0.35 1,681 14.05 0.1413
2026-02-03 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 12,779 0 0.00 1,474 2.51 0.1237
2025-10-30 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 12,779 -4 -0.03 1,438 8.37 0.1249
2025-07-24 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 12,783 -2 -0.02 1,326 -5.01 0.1228
2025-05-07 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 12,785 -873 -6.39 1,397 10.88 0.1370
2025-01-27 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 13,658 -316 -2.26 1,260 -12.14 0.1232
2024-11-07 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 13,974 0 0.00 1,434 16.88 0.1387
2024-07-30 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 13,974 -503 -3.47 1,226 -1.61 0.1259
2024-05-07 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 14,477 -89 -0.61 1,246 5.33 0.1299
2024-02-05 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 14,566 -355 -2.38 1,183 5.44 0.1314
2023-11-14 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 14,921 -382 -2.50 1,122 -12.89 0.1317
2023-08-11 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 15,303 -1,133 -6.89 1,288 -13.85 0.1442
2023-05-10 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 16,436 -483 -2.85 1,495 -6.91 0.1745
2023-02-06 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 16,919 -1,322 -7.25 1,606 1.90 0.1998
2022-11-14 2022-09-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 18,241 -115 -0.63 1,576 -10.51 0.2139
2022-07-22 2022-06-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 18,356 0 0.00 1,761 -3.82 0.2253
2022-05-02 2022-03-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 18,356 -494 -2.62 1,831 9.18 0.2094
2022-02-07 2021-12-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 18,850 -879 -4.46 1,677 4.75 0.1831
2021-10-18 2021-09-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 19,729 -490 -2.42 1,601 -6.37 0.1859
2021-08-09 2021-06-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 20,219 -382 -1.85 1,710 -1.95 0.1996
2021-05-06 2021-03-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 20,601 -769 -3.60 1,744 -1.97 0.2569
2021-02-08 2020-12-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 21,370 -42 -0.20 1,779 1.66 0.2712
2020-10-16 2020-09-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 21,412 -903 -4.05 1,750 -1.52 0.2925
2020-08-06 2020-06-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 22,315 -273 -1.21 1,777 -1.61 0.3158
2020-05-06 2020-03-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 22,588 -1,104 -4.66 1,806 -19.34 0.3729
2020-01-28 2019-12-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 23,692 -188 -0.79 2,239 0.09 0.4074
2019-10-30 2019-09-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 23,880 2 0.01 2,237 6.27 0.4239
2019-07-22 2019-06-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 23,878 367 1.56 2,105 6.91 0.4208
2019-05-09 2019-03-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 23,511 519 2.26 1,969 14.61 0.4105
2019-02-14 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 22,992 22,992 1,718 0.3861
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.