American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionJacobi Capital Management LLC
Latest Disclosed Ownership4,510 shares
Latest Disclosed Value $ 591,199
Jacobi Capital Management LLC reports 3.46% increase in ownership of AEP / American Electric Power Company, Inc.

On May 14, 2026 - Jacobi Capital Management LLC filed a 13F-HR form disclosing ownership of 4,510 shares of American Electric Power Company, Inc. (MX:AEP) valued at $591,199 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,359 shares of American Electric Power Company, Inc.. This represents a change in shares of 3.46% 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)
2026-05-14 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 4,510 151 3.46 591 17.73 0.0330
2026-02-13 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 4,359 242 5.88 503 8.42 0.0291
2025-11-07 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 4,117 100 2.49 463 11.30 0.0282
2025-08-12 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 4,017 -437 -9.81 417 -14.40 0.0277
2025-05-27 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 4,454 864 24.07 487 46.83 0.0359
2025-02-05 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 3,590 700 24.22 331 11.82 0.0247
2024-11-14 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 2,890 416 16.81 296 36.41 0.0224
2024-08-09 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 2,474 2,474 217 0.0188
2022-02-14 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 0 -1,883 -100.00 0 -100.00
2021-11-15 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 1,883 223 13.43 153 9.29 0.0195
2021-08-12 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 1,660 0 0.00 140 -0.71 0.0185
2021-05-11 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 1,660 -178 -9.68 141 -7.84 0.0208
2021-02-08 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 1,838 0 0.00 153 2.00 0.0242
2020-10-30 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 1,838 0 0.00 150 2.74 0.0263
2020-08-04 2020-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 1,838 -56 -2.96 146 -3.31 0.0273
2020-07-27 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 16,276 14,382 146 27,295.7400
2020-04-24 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 1,894 -24 -1.25 151 -16.57 0.0325
2020-02-03 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 1,918 55 2.95 181 3.43 0.0330
2019-11-12 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 1,863 -197 -9.56 175 -3.31 0.0346
2019-08-07 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 2,060 74 3.73 181 9.04 0.0368
2019-05-13 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 1,986 -16 -0.80 166 10.67 0.0424
2019-02-11 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 2,002 -130 -6.10 150 -0.66 0.0410
2018-11-14 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 2,132 -1,008 -32.10 151 -30.41 0.0404
2018-08-14 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 3,140 702 28.79 217 30.72 0.0627
2018-05-03 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 2,438 1,917 367.95 166 348.65 0.0498
2018-02-05 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 521 0 0.00 37 0.00 0.0120
2017-11-02 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 521 0 0.00 37 2.78 0.0125
2017-08-10 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 521 0 0.00 36 2.86 0.0139
2017-05-26 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 521 0 0.00 35 6.06 0.0179
2017-02-08 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 521 0 0.00 33 3.13 0.0201
2016-11-14 2016-09-30 13F AMERICAN ELEC PWR COM 025537101 521 0 0.00 32 -13.51 0.0151
2016-11-14 2016-06-30 13F AMERICAN ELEC PWR COM 025537101 521 521 37 0.0185
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.