AMERICAN ELECTRIC POWER AEP

US Utilities Electric Services
$138.51
+2.6%
52w: $98.30 – $138.69

Latest 13F among current holders filed 2 days ago (Jul 2, 2026)

Price — last 12 months

research preview data
98.30118.49138.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.9K
+67 QoQ
13F value
$58.06B
+14.3% QoQ
Smart-money holders
144
signal tier ≥ 2
New smart buyers
27
Q1 2026
Options barometer
2.1×
$336.9M calls / $159.5M puts

Institutional value by quarter

$39.16B
Q1 2024
$35.61B
Q2 2024
$42.37B
Q3 2024
$37.86B
Q4 2024
$48.16B
Q1 2025
$45.81B
Q2 2025
$49.96B
Q3 2025
$50.81B
Q4 2025
$58.06B
Q1 2026

Number of holders

1.4K
Q1 2024
1.4K
Q2 2024
1.5K
Q3 2024
1.5K
Q4 2024
1.7K
Q1 2025
1.6K
Q2 2025
1.7K
Q3 2025
1.9K
Q4 2025
1.9K
Q1 2026

Who owns AEP?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider47.8M$6.27B0.1%+3.3%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical35.1M$4.61B0.1%
STATE STREET CORP Index provider30.3M$3.97B0.1%-0.5%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical15.6M$2.05B0.1%
GQG Partners LLC ★2Fundamental diversified15.0M$1.97B3.1%-11.1%
MORGAN STANLEY Bank broker14.5M$1.90B0.1%-1.2%
GEODE CAPITAL MANAGEMENT, LLC Index provider14.2M$1.86B0.1%+2.9%
WELLINGTON MANAGEMENT GROUP LLP Long only active13.2M$1.72B0.3%-10.1%
BARCLAYS PLC Bank broker10.4M$1.36B0.5%-2.4%
AMERIPRISE FINANCIAL INC Bank broker9.1M$1.19B0.3%+12.6%
Dodge & Cox ★2Long only active8.7M$1.15B0.6%-6.5%
Invesco Ltd. Index provider7.7M$1.01B0.2%+0.2%
FMR LLC Long only active6.1M$796.9M0.0%+23.9%
ROYAL BANK OF CANADA Bank broker6.0M$786.3M0.1%-6.9%
Nuveen, LLC Diversified mechanical6.0M$785.7M0.2%+3.8%
BANK OF AMERICA CORP /DE/ Bank broker5.2M$676.7M0.0%-12.6%
GOLDMAN SACHS GROUP INC Bank broker5.2M$675.2M0.1%+27.5%
Legal & General Group Plc Diversified mechanical4.8M$626.0M0.1%-3.9%
NORTHERN TRUST CORP Index provider4.7M$612.5M0.1%0.0%
ALLIANCEBERNSTEIN L.P. Long only active5.3M$609.2M0.2%-3.5%
Allspring Global Investments Holdings, LLC Diversified mechanical4.5M$591.6M1.0%-2.7%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Other4.5M$591.4M0.2%-0.3%
MILLENNIUM MANAGEMENT LLC Multistrat pod4.2M$544.2M0.4%+200.4%
WELLS FARGO & COMPANY/MN Bank broker3.9M$516.5M0.1%-5.4%
Bank of New York Mellon Corp Diversified mechanical3.6M$472.5M0.1%-1.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider3.5M$460.4M0.1%+3.1%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker3.1M$399.9M0.1%+5.3%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical3.0M$399.1M0.1%
ENVESTNET ASSET MANAGEMENT INC Wealth advisor3.0M$391.8M0.1%-7.2%
CITIGROUP INC Bank broker3.0M$387.8M0.2%-4.7%
VICTORY CAPITAL MANAGEMENT INC Diversified mechanical2.9M$385.6M0.2%-53.4%
Amundi Diversified mechanical2.5M$333.1M0.1%+5.1%
DEUTSCHE BANK AG\ Bank broker2.4M$318.7M0.1%+54.1%
RAYMOND JAMES FINANCIAL INC Bank broker2.4M$316.5M0.1%-16.4%
JANUS HENDERSON GROUP PLC Diversified mechanical2.2M$290.9M0.1%+8776.8%
Mitsubishi UFJ Trust & Banking Corp Diversified mechanical2.1M$275.4M0.7%+0.2%
BANK OF MONTREAL /CAN/ Bank broker2.0M$260.8M0.1%-3.2%
HighTower Advisors, LLC Diversified mechanical2.0M$259.9M0.3%+0.4%
National Pension Service Other1.9M$255.5M0.2%+0.3%
TD Asset Management Inc Diversified mechanical1.9M$253.2M0.2%+312.1%
UBS Group AG Bank broker1.9M$252.1M0.0%-14.5%
ANTIPODES PARTNERS Ltd ★2Fundamental diversified1.8M$237.3M4.6%-1.0%
DIMENSIONAL FUND ADVISORS LP Quant stat arb1.8M$235.1M0.0%+1.7%
Pictet Asset Management Holding SA Diversified mechanical1.7M$221.3M0.2%+43.7%
BESSEMER GROUP INC Diversified mechanical1.7M$217.8M0.3%+0.6%
JPMORGAN CHASE & CO Bank broker1.6M$211.0M0.0%-33.1%
Swiss National Bank Index provider1.6M$205.5M0.1%+7.0%
AQR CAPITAL MANAGEMENT LLC Quant stat arb1.6M$205.2M0.1%-26.1%
Capital Research Global Investors Long only active1.5M$195.5M0.0%+0.6%
FIRST TRUST ADVISORS LP Index provider1.5M$195.2M0.1%-15.2%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.