AEP
American Electric Power Company, Inc. · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +16.0% ·
net new positions +5.9%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.33M | $156.92M | n/a | −2 |
| Q2 2026 | 168 | +3 | 396.88M | $54.25B | +5 | −4 |
| Q1 2026 | 170 | -1 | 376.09M | $49.21B | +5 | −6 |
| Q4 2025 | 169 | -1 | 395.92M | $45.64B | n/a | −1 |
| Q3 2025 | 22 | 0 | 205.26M | $23.08B | +1 | −1 |
| Q2 2025 | 19 | -1 | 179.59M | $18.63B | n/a | −1 |
| Q1 2025 | 17 | +1 | 84.91M | $9.27B | +1 | n/a |
| Q4 2024 | 16 | 0 | 73.21M | $6.75B | +1 | −1 |
| Q3 2024 | 15 | +1 | 49.14M | $5.04B | +1 | n/a |
| Q2 2024 | 14 | n/a | 49.90M | $4.38B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 27.86M | +1.6% | $3.04B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 22.10M | +24.3% | $2.42B | 0.5% | ▲ Add | 4 | SEC ↗ ×9 |
| 3 | Geode Capital Management ✦ (passive) | 13.07M | +2.0% | $1.42B | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Dodge & Cox ✦ | 10.81M | -6.6% | $1.18B | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 3.58M | +7678.8% | $391.57M | 0.4% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Marshall Wace ✦ | 2.13M | +2772.1% | $232.82M | 0.3% | ▲ Add | 4 | SEC ↗ ×3 |
| 7 | Icahn Capital ✦ | 1.21M | 0.0% | $131.70M | 1.8% | Held | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 1.04M | +110.0% | $113.78M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 9 | Two Sigma Investments ✦ | 1.02M | +1668.5% | $111.73M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 10 | Soros Fund Management ✦ | 878.96K | New | $96.04M | 2.4% | New | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 774.56K | +1.4% | $84.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 268.47K | -60.0% | $29.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 86.82K | +189.2% | $9.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Renaissance Technologies ✦ | 61.00K | -78.1% | $6.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 5.78K | +26.5% | $631,413 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 5.25K | +125.0% | $573,995 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 2.40K | 0.0% | $262,248 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $96.04M | 2.4% |
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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 2.00K sh · $250,000
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology