AEP
American Electric Power Company, Inc. · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -1.5% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 170 | +3 | 401.83M | $54.93B | +5 | −2 |
| Q1 2026 | 170 | -1 | 376.09M | $49.21B | +5 | −6 |
| Q4 2025 | 169 | -1 | 395.92M | $45.64B | — | −1 |
| Q3 2025 | 22 | 0 | 205.26M | $23.08B | +1 | −1 |
| Q2 2025 | 19 | -1 | 179.59M | $18.63B | — | −1 |
| Q1 2025 | 17 | +1 | 84.91M | $9.27B | +1 | — |
| Q4 2024 | 16 | 0 | 73.21M | $6.75B | +1 | −1 |
| Q3 2024 | 15 | +1 | 49.14M | $5.04B | +1 | — |
| Q2 2024 | 14 | — | 49.90M | $4.38B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 20.87M | +0.2% | $2.14B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 20.87M | +0.2% | $2.14B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 20.87M | +0.2% | $2.14B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 20.87M | +0.2% | $2.14B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 12.52M | +2.9% | $1.28B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 12.52M | +2.9% | $1.28B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Dodge & Cox ✦ | 11.58M | -2.1% | $1.19B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 8 | Icahn Capital ✦ | 1.21M | 0.0% | $123.66M | 1.3% | Held | 2 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 998.27K | -34.5% | $102.42M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 750.10K | +0.8% | $76.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 750.10K | +0.8% | $76.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Millennium Management ✦ | 464.56K | +233.0% | $47.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 314.51K | +66.3% | $32.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 314.51K | +66.3% | $32.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Marshall Wace ✦ | 310.53K | +37.2% | $31.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 69.55K | -93.1% | $7.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 21.52K | +25.9% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 12.59K | New | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 12.59K | New | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 10.40K | 0.0% | $1.07M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 7.84K | +19.3% | $804,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 3.88K | -24.1% | $398,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $1.29M | 0.0% |
| D. E. Shaw & Co. | $1.29M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,906 holders, 442.40M shares, $56.64B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.