American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership22,183 shares
Latest Disclosed Value $ 2,907,788
Perigon Wealth Management, LLC reports 0.70% increase in ownership of AEP / American Electric Power Company, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 22,183 shares of American Electric Power Company, Inc. (MX:AEP) valued at $2,907,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 22,028 shares of American Electric Power Company, Inc.. This represents a change in shares of 0.70% 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)
2026-04-10 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 22,183 155 0.70 2,908 14.45 0.0528
2026-01-16 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 22,028 910 4.31 2,540 6.95 0.0454
2025-10-17 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 21,118 7,527 55.38 2,376 68.44 0.0484
2025-07-16 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 13,591 260 1.95 1,410 -3.16 0.0329
2025-04-23 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 13,331 90 0.68 1,457 13.57 0.0374
2025-01-22 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 13,241 138 1.05 1,282 -4.61 0.0315
2024-10-16 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 13,103 134 1.03 1,344 18.21 0.0355
2024-08-02 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 12,969 -294 -2.22 1,138 -0.35 0.0330
2024-04-29 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 13,263 3,167 31.37 1,142 39.32 0.0346
2024-01-29 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 10,096 635 6.71 820 15.19 0.0268
2023-10-30 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 9,461 2,101 28.55 712 14.86 0.0288
2023-08-02 2023-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 7,360 -3 -0.04 620 -7.47 0.0243
2023-08-02 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 7,360 -3 620 0.0243
2023-05-03 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 7,363 -22 -0.30 670 -4.56 0.0381
2023-05-01 2022-12-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 7,385 194 2.70 701 12.70 0.0435
2023-02-14 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 7,385 194 701 0.0435
2022-12-13 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 7,191 831 13.07 622 1.97 0.0538
2022-08-11 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 6,360 321 5.32 610 1.16 0.0510
2022-05-16 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 6,039 370 6.53 603 19.64 0.0426
2022-02-11 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 5,669 7 0.12 504 9.57 0.0360
2021-11-01 2021-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 5,662 -88 -1.53 460 -5.35 0.0399
2021-07-19 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 5,750 282 5.16 486 4.97 0.0432
2021-05-17 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 5,468 2,858 109.50 463 113.36 0.0472
2021-01-28 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 2,610 113 4.53 217 6.37 0.0252
2020-11-03 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 2,497 -305 -10.89 204 -8.52 0.0285
2020-07-29 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 2,802 -122 -4.17 223 -11.51 0.0354
2020-04-17 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 2,924 380 14.94 252 5.88 0.0469
2020-01-13 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 2,544 0 0.00 238 2.15 0.0486
2019-10-25 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 2,544 0 0.00 233 4.02 0.0547
2019-08-05 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 2,544 -84 -3.20 224 0.45 0.0524
2019-05-15 2019-03-31 13F Amer.Elec.PWR. COM 025537101 2,628 0 0.00 223 10.40 0.0519
2019-02-11 2018-12-31 13F Amer Elec PWR COM 025537101 2,628 2,628 202 0.0516
2018-08-08 2018-06-30 13F/A-1 Amer.Elec.PWR. COM 025537101 0 -297 -100.00 0 -100.00
2018-05-14 2018-03-31 13F Amer.Elec.PWR. COM 025537101 297 0 0.00 20 -9.09 0.0074
2018-02-14 2017-12-31 13F Amer.Elec.PWR. COM 025537101 297 0 0.00 22 4.76 0.0082
2017-12-05 2017-09-30 13F Amer.Elec.PWR. COM 025537101 297 148 99.33 21 110.00 0.0068
2017-09-12 2017-06-30 13F Amer.Elec.PWR. COM 025537101 149 -237 -61.40 10 -61.54 0.0022
2017-06-05 2017-03-31 13F Amer.Elec.PWR. COM 025537101 386 75 24.12 26 23.81 0.0055
2017-03-07 2016-12-31 13F Amer.Elec.PWR. COM 025537101 311 162 108.72 21 110.00 0.0046
2016-11-16 2016-09-30 13F Amer.Elec.PWR. COM 025537101 149 149 -97.93 10 -98.39 0.0026
2014-02-18 2013-12-31 13F AMERICAN ELEC PWR COM 025537101 0 -7,191 -100.00 0 -100.00
2022-11-14 2011-09-30 13F AMERICAN ELEC PWR COM 025537101 7,191 7,191 622 0.0538
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.