American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionShakespeare Wealth Management, Inc.
Latest Disclosed Ownership2,633 shares
Latest Disclosed Value $ 345,134
Shakespeare Wealth Management, Inc. ownership in AEP / American Electric Power Company, Inc.

On April 30, 2026 - Shakespeare Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 2,633 shares of American Electric Power Company, Inc. (MX:AEP) valued at $345,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,633 shares of American Electric Power Company, Inc.. This represents a change in shares of 0.00% 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)
2026-04-30 2026-03-31 13F Amer Electric Pwr COM 025537101 2,633 0 0.00 345 13.86 0.0817
2026-02-06 2025-12-31 13F Amer Electric Pwr COM 025537101 2,633 0 0.00 304 2.36 0.0671
2025-11-04 2025-09-30 13F Amer Electric Pwr COM 025537101 2,633 6 0.23 296 8.82 0.0674
2025-08-12 2025-06-30 13F Amer Electric Pwr COM 025537101 2,627 0 0.00 273 -5.23 0.0727
2025-05-15 2025-03-31 13F Amer Electric Pwr COM 025537101 2,627 0 0.00 287 18.60 0.0769
2025-02-13 2024-12-31 13F Amer Electric Pwr COM 025537101 2,627 6 0.23 242 -9.70 0.0653
2024-11-14 2024-09-30 13F Amer Electric Pwr COM 025537101 2,621 4 0.15 269 17.03 0.0703
2024-08-13 2024-06-30 13F Amer Electric Pwr COM 025537101 2,617 4 0.15 230 2.23 0.0663
2024-05-13 2024-03-31 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 225 5.66 0.0652
2024-02-13 2023-12-31 13F Amer Electric Pwr COM 025537101 2,613 2,613 212 0.0656
2023-11-14 2023-09-30 13F Amer Electric Pwr COM 025537101 0 -2,613 -100.00 0 -100.00
2023-08-11 2023-06-30 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 220 -7.17 0.0753
2023-05-15 2023-03-31 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 238 -4.44 0.0844
2023-02-13 2022-12-31 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 248 9.73 0.0911
2022-11-14 2022-09-30 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 226 -9.24 0.0953
2022-08-09 2022-06-30 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 249 -5.32 0.1011
2022-05-16 2022-03-31 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 263 13.36 0.0947
2022-01-10 2021-12-31 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 232 8.92 0.0828
2021-11-15 2021-09-30 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 213 -8.58 0.0819
2021-08-09 2021-06-30 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 233 5.43 0.0898
2021-05-13 2021-03-31 13F Amer Electric Pwr COM 025537101 2,613 0 0.00 221 1.38 0.0910
2021-02-16 2020-12-31 13F Amer Electric Pwr COM 025537101 2,613 -335 -11.36 218 -9.54 0.0949
2020-11-12 2020-09-30 13F AmerElectricPwrCoInc COM 025537101 2,948 0 0.00 241 2.55 0.1268
2020-08-11 2020-06-30 13F Amer Electric Pwr COM 025537101 2,948 0 0.00 235 -0.42 0.1372
2020-04-01 2020-03-31 13F Amer Electric Pwr COM 025537101 2,948 0 0.00 236 -15.41 0.1632
2020-02-10 2019-12-31 13F Amer Electric Pwr COM 025537101 2,948 0 0.00 279 1.09 0.1510
2019-11-08 2019-09-30 13F Amer Electric Pwr COM 025537101 2,948 -273 -8.48 276 -2.47 0.1596
2019-08-12 2019-06-30 13F Amer Electric Pwr COM 025537101 3,221 3,221 283 0.1826
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.