American Electric Power Company, Inc.
MX ˙ BMV ˙ US0255371017
SecurityMX:AEP / American Electric Power Company, Inc.
InstitutionStratos Wealth Advisors, LLC
Latest Disclosed Ownership5,133 shares
Latest Disclosed Value $ 672,910
Stratos Wealth Advisors, LLC reports 2.43% increase in ownership of AEP / American Electric Power Company, Inc.

On April 28, 2026 - Stratos Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,133 shares of American Electric Power Company, Inc. (MX:AEP) valued at $672,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 5,011 shares of American Electric Power Company, Inc.. This represents a change in shares of 2.43% 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)
2026-04-28 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 5,133 122 2.43 673 16.46 0.0413
2026-01-20 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 5,011 -130 -2.53 578 -0.17 0.0279
2025-11-06 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 5,141 -5 -0.10 578 8.44 0.0278
2025-07-29 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 5,146 -434 -7.78 534 -12.48 0.0282
2025-04-30 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 5,580 -758 -11.96 610 4.28 0.0333
2025-01-27 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 6,338 -1,532 -19.47 585 -27.63 0.0280
2024-10-17 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 7,870 -3,205 -28.94 807 -16.89 0.0370
2024-07-24 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 11,075 53 0.48 972 2.32 0.0480
2024-04-16 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 11,022 -1,278 -10.39 949 -5.01 0.0562
2024-01-24 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 12,300 308 2.57 999 10.75 0.0575
2023-10-24 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 11,992 6,731 127.94 902 104.07 0.0595
2023-07-18 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 5,261 -116 -2.16 443 -9.61 0.0314
2023-04-27 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 5,377 -159 -2.87 489 -6.86 0.0377
2023-01-19 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 5,536 -1,125 -16.89 526 -8.85 0.0438
2022-10-24 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 6,661 -615 -8.45 576 -17.48 0.0606
2022-07-22 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 7,276 -27 -0.37 698 -4.25 0.0633
2022-04-26 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 7,303 -448 -5.78 729 5.65 0.0592
2022-01-14 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 7,751 130 1.71 690 11.47 0.0497
2021-10-19 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 7,621 -1,875 -19.75 619 -22.91 0.0529
2021-07-19 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 9,496 487 5.41 803 5.24 0.0711
2021-04-27 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 9,009 816 9.96 763 11.88 0.0810
2021-01-29 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 8,193 782 10.55 682 12.54 0.0940
2020-10-29 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 7,411 866 13.23 606 16.31 0.1476
2020-07-28 2020-06-30 13F AMERICAN ELEC PWR COM 025537101 6,545 3,036 86.52 521 85.41 0.1597
2020-05-04 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 3,509 -143 -3.92 281 -18.55 0.1990
2020-01-29 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 3,652 -173 -4.52 345 -3.63 0.1957
2019-11-12 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 3,825 -262 -6.41 358 -0.56 0.1370
2019-08-06 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 4,087 429 11.73 360 17.65 0.1436
2019-05-07 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 3,658 -131 -3.46 306 8.13 0.1654
2019-02-12 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 3,789 3,789 283 0.1888
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.