AEP
American Electric Power Company, Inc. · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -3.6% ·
net new positions -5.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.33M | $156.92M | n/a | n/a |
| Q2 2026 | 170 | +3 | 401.76M | $54.92B | +5 | −2 |
| 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 | The Vanguard Group ✦ (passive) | 52.47M | n/a | $5.44B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 44.87M | n/a | $4.66B | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (passive) | 28.52M | +2.4% | $2.96B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 17.67M | -20.1% | $1.83B | 0.3% | ▼ Trim | 5 | SEC ↗ ×9 |
| 5 | Geode Capital Management ✦ (passive) | 13.35M | +2.2% | $1.38B | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Dodge & Cox ✦ | 9.57M | -11.5% | $993.23M | 0.6% | ▼ Trim | 5 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 4.06M | n/a | $421.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Marshall Wace ✦ | 1.89M | -11.3% | $196.12M | 0.2% | ▼ Trim | 5 | SEC ↗ ×3 |
| 9 | Citadel Advisors ✦ | 1.58M | -55.9% | $163.85M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 10 | Icahn Capital ✦ | 1.21M | 0.0% | $125.06M | 1.6% | Held | 5 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 1.19M | +13.4% | $121.31M | 0.1% | ▲ Add | 5 | SEC ↗ ×6 |
| 12 | Two Sigma Investments ✦ | 1.11M | +8.1% | $114.71M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 778.29K | +0.5% | $80.76M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Millennium Management ✦ | 764.60K | +184.8% | $79.33M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 534.23K | +515.4% | $55.43M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Renaissance Technologies ✦ | 21.67K | -64.5% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 13.16K | +150.5% | $1.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Fisher Asset Management ✦ | 5.04K | -12.7% | $523,501 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 2.50K | +4.4% | $259,919 | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Soros Fund Management | $96.04M | was 2.4% |
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