American Electric Power Company, Inc.
US ˙ NasdaqGS ˙ US0255371017

SecurityAEP / American Electric Power Company, Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership10,150 shares
Latest Disclosed Value $ 1,330,553
Level Four Advisory Services, Llc reports 2.17% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 10,150 shares of American Electric Power Company, Inc. (US:AEP) valued at $1,330,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,375 shares of American Electric Power Company, Inc.. This represents a change in shares of -2.17% during the quarter. The current value of the position is $1,282,046 USD.

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 10,150 -225 -2.17 1,331 11.20 0.0437
2026-02-13 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 10,375 -1,254 -10.78 1,196 -8.56 0.0391
2025-11-12 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 11,629 -749 -6.05 1,308 1.87 0.0448
2025-08-13 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 12,378 -253 -2.00 1,284 -6.96 0.0473
2025-05-14 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 12,631 1,084 9.39 1,380 29.58 0.0568
2025-02-12 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 11,547 277 2.46 1,065 -4.23 0.0435
2024-11-14 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 11,270 -250 -2.17 1,113 10.10 0.0468
2024-08-09 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 11,520 -2,058 -15.16 1,011 -8.35 0.0456
2024-05-13 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 13,578 0 0.00 1,103 0.00 0.0606
2024-02-08 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 13,578 2,489 22.45 1,103 32.13 0.0619
2023-11-13 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 11,089 -2,856 -20.48 834 -28.96 0.0538
2023-07-10 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 13,945 2,180 18.53 1,174 9.72 0.0705
2023-06-05 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 11,765 948 8.76 1,071 4.19 0.0702
2023-02-13 2022-12-31 13F AMERICAN ELEC PWR COM 025537101 10,817 5,227 93.51 1,027 112.63 0.0762
2022-11-07 2022-09-30 13F AMERICAN ELEC PWR COM 025537101 5,590 -477 -7.86 483 -17.01 0.0469
2022-08-08 2022-06-30 13F AMERICAN ELEC PWR COM 025537101 6,067 -424 -6.53 582 -10.19 0.0549
2022-05-10 2022-03-31 13F AMERICAN ELEC PWR COM 025537101 6,491 54 0.84 648 13.09 0.0508
2022-02-11 2021-12-31 13F AMERICAN ELEC PWR COM 025537101 6,437 866 15.54 573 26.77 0.0437
2021-10-12 2021-09-30 13F AMERICAN ELEC PWR COM 025537101 5,571 -1,231 -18.10 452 -21.39 0.0470
2021-08-09 2021-06-30 13F AMERICAN ELEC PWR COM 025537101 6,802 -15 -0.22 575 -0.35 0.0398
2021-05-10 2021-03-31 13F AMERICAN ELEC PWR COM 025537101 6,817 210 3.18 577 4.91 0.0448
2021-02-10 2020-12-31 13F AMERICAN ELEC PWR COM 025537101 6,607 -1,319 -16.64 550 -15.12 0.0441
2020-11-02 2020-09-30 13F AMERICAN ELEC PWR COM 025537101 7,926 -1,246 -13.58 648 -11.60 0.0499
2020-08-17 2020-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 9,172 815 9.75 733 9.40 0.0567
2020-05-13 2020-03-31 13F AMERICAN ELEC PWR COM 025537101 8,357 524 6.69 670 -14.10 0.0804
2020-02-13 2019-12-31 13F AMERICAN ELEC PWR COM 025537101 7,833 -2,919 -27.15 780 -22.54 0.0309
2019-11-12 2019-09-30 13F AMERICAN ELEC PWR COM 025537101 10,752 120 1.13 1,007 7.47 0.1042
2019-08-14 2019-06-30 13F AMERICAN ELEC PWR COM 025537101 10,632 82 0.78 937 6.12 0.0946
2019-05-15 2019-03-31 13F AMERICAN ELEC PWR COM 025537101 10,550 -339 -3.11 883 8.48 0.0973
2019-02-07 2018-12-31 13F AMERICAN ELEC PWR COM 025537101 10,889 -225 -2.02 814 3.30 0.1015
2018-11-14 2018-09-30 13F AMERICAN ELEC PWR COM 025537101 11,114 3,542 46.78 788 50.38 0.0852
2018-08-14 2018-06-30 13F AMERICAN ELEC PWR COM 025537101 7,572 -1,884 -19.92 524 -19.26 0.0382
2018-05-14 2018-03-31 13F AMERICAN ELEC PWR COM 025537101 9,456 -1,201 -11.27 649 -17.22 0.0503
2018-02-13 2017-12-31 13F AMERICAN ELEC PWR COM 025537101 10,657 -495 -4.44 784 0.13 0.0610
2018-04-03 2017-09-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 11,152 1,733 18.40 783 22.54 0.0694
2017-11-15 2017-09-30 13F AMERICAN ELEC PWR COM 025537101 11,685 2,266 835
2017-09-20 2017-06-30 13F/A-1 AMERICAN ELEC PWR COM 025537101 9,419 -2,500 -20.97 639 -20.82 0.0984
2017-07-12 2017-06-30 13F AMERICAN ELEC PWR COM 025537101 9,419 639
2017-09-20 2017-03-31 13F/A-1 AMERICAN ELEC PWR COM 025537101 11,919 2,347 24.52 807 33.83 0.0822
2017-05-15 2017-03-31 13F AMERICAN ELEC PWR COM 025537101 11,919 2,347 807
2017-02-14 2016-12-31 13F AMERICAN ELEC PWR COM 025537101 9,572 9,572 603 0.0770
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.