American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership193,428 shares
Latest Disclosed Value $ 25,354,541
Mercer Global Advisors Inc /adv reports 2.73% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 193,428 shares of American Electric Power Company, Inc. (MX:AEP) valued at $25,354,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 198,853 shares of American Electric Power Company, Inc.. This represents a change in shares of -2.73% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 193,428 -5,425 -2.73 25,355 12.16 0.0375
2026-02-17 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 198,853 23,010 13.09 22,607 14.28 0.0345
2025-11-14 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 175,843 28,940 19.70 19,782 29.79 0.0330
2025-08-14 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 146,903 -28,393 -16.20 15,243 -20.42 0.0310
2025-05-15 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 175,296 24,997 16.63 19,154 38.18 0.0439
2025-02-14 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 150,299 150,299 13,862 0.0338
2024-05-15 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 0 -80,311 -100.00 0 -100.00
2024-02-15 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 80,311 11,051 15.96 7 20.00 0.0196
2023-11-15 2023-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 69,260 -3,161 -4.36 5 -16.67 0.0198
2023-11-14 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 69,260 -3,161 5 0.0198
2023-08-14 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 72,421 -3,892 -5.10 6 0.00 0.0242
2023-05-16 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 76,313 -1,075 -1.39 7 -14.29 0.0315
2023-02-09 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 77,388 10,316 15.38 7 -99.88 0.0368
2022-11-15 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 67,072 38,352 133.54 5,798 110.45 0.0344
2022-08-10 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 28,720 513 1.82 2,755 -2.10 0.0169
2022-05-10 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 28,207 3,970 16.38 2,814 30.52 0.0166
2022-02-04 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 24,237 554 2.34 2,156 12.12 0.0133
2021-11-10 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 23,683 477 2.06 1,923 -2.04 0.0134
2021-08-10 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 23,206 3,371 17.00 1,963 16.85 0.0151
2021-08-10 2021-03-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 19,835 -541 -2.66 1,680 -1.00 0.0153
2021-05-11 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 19,835 -541 1,680 0.0161
2021-02-12 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 20,376 -5,290 -20.61 1,697 -19.11 0.0212
2020-12-10 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 25,666 -2,082 -7.50 2,098 -5.07 0.0316
2020-08-10 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 27,748 -4,739 -14.59 2,210 -14.93 0.0401
2020-05-18 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 32,487 -1,489 -4.38 2,598 -19.09 0.0572
2020-02-13 2019-12-31 13F AMERICAN ELEC PWR CO INC COM COM 025537101 33,976 688 2.07 3,211 2.98 0.0641
2019-11-12 2019-09-30 13F AMERICAN ELEC PWR CO INC COM COM 025537101 33,288 3,513 11.80 3,118 18.96 0.0733
2019-08-14 2019-06-30 13F AMERICAN ELEC PWR INC COM COM 025537101 29,775 -4,852 -14.01 2,621 -9.62 0.0695
2019-04-23 2019-03-31 13F/A-1 AMERICAN ELEC PWR CO INC COM COM 025537101 34,627 34,627 2,900 0.1043
2019-04-12 2019-03-31 13F AMERICAN ELEC PWR INC COM 025537101 37,923 2,834 0.1510
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.