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

SecurityAEP / American Electric Power Company, Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership2,584 shares
Latest Disclosed Value $ 338,731
Wealth Alliance reports 69.77% decrease in ownership of AEP / American Electric Power Company, Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 2,584 shares of American Electric Power Company, Inc. (US:AEP) valued at $338,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,549 shares of American Electric Power Company, Inc.. This represents a change in shares of -69.77% during the quarter. The current value of the position is $326,385 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.

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)
2026-05-14 2026-03-31 13F AMERICAN ELEC PWR COM 025537101 2,584 -5,965 -69.77 339 -65.69 0.0335
2026-02-13 2025-12-31 13F AMERICAN ELEC PWR COM 025537101 8,549 -2,760 -24.41 986 -22.56 0.0965
2025-11-07 2025-09-30 13F AMERICAN ELEC PWR COM 025537101 11,309 328 2.99 1,272 11.68 0.1309
2025-08-08 2025-06-30 13F AMERICAN ELEC PWR COM 025537101 10,981 38 0.35 1,139 -4.69 0.1272
2025-05-05 2025-03-31 13F AMERICAN ELEC PWR COM 025537101 10,943 55 0.51 1,196 19.02 0.1447
2025-02-03 2024-12-31 13F AMERICAN ELEC PWR COM 025537101 10,888 -204 -1.84 1,004 -11.70 0.1201
2024-11-04 2024-09-30 13F AMERICAN ELEC PWR COM 025537101 11,092 -2,308 -17.22 1,138 -3.23 0.1359
2024-08-09 2024-06-30 13F AMERICAN ELEC PWR COM 025537101 13,400 162 1.22 1,176 3.16 0.1518
2024-05-10 2024-03-31 13F AMERICAN ELEC PWR COM 025537101 13,238 854 6.90 1,140 13.33 0.1495
2024-01-30 2023-12-31 13F AMERICAN ELEC PWR COM 025537101 12,384 -203 -1.61 1,006 6.24 0.1410
2023-11-09 2023-09-30 13F AMERICAN ELEC PWR COM 025537101 12,587 1,363 12.14 947 0.11 0.1493
2023-08-02 2023-06-30 13F AMERICAN ELEC PWR COM 025537101 11,224 1,182 11.77 945 3.50 0.1413
2023-05-11 2023-03-31 13F AMERICAN ELEC PWR COM 025537101 10,042 3,365 50.40 914 44.23 0.1480
2023-02-13 2022-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 6,677 1,119 20.13 634 31.60 0.1126
2022-11-14 2022-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 5,558 -813 -12.76 481 -21.28 0.0949
2022-10-11 2022-06-30 13F/A-1 AMERICAN ELEC PWR CO INC COM Stock 025537101 6,371 6,345 24,403.85 611 20,266.67 0.1173
2022-08-15 2022-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 5,105 5,079 490 0.0596
2022-05-10 2022-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 26 -9,458 -99.73 3 -99.64 0.0004
2022-05-10 2022-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 9,571 955
2022-02-14 2021-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 9,484 47 0.50 843 10.05 0.1695
2021-11-12 2021-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 9,437 265 2.89 766 -1.29 0.1720
2021-08-16 2021-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 9,172 2,456 36.57 776 36.38 0.1827
2021-05-18 2021-03-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 6,716 1,408 26.53 569 28.73 0.1594
2021-02-11 2020-12-31 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 5,308 1,677 46.19 442 48.82 0.1302
2020-12-01 2020-09-30 13F/A-1 AMERICAN ELEC PWR CO INC COM Stock 025537101 3,631 854 30.75 297 34.39 0.1068
2020-11-13 2020-09-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 3,631 854 297 87,358.3368
2020-08-14 2020-06-30 13F AMERICAN ELEC PWR CO INC COM Stock 025537101 2,777 2,777 221 0.0873
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.