AMERICAN ELEC PWR CO INC AEP
COM · Common Stock · CUSIP 025537101 · ISIN US0255371017
Electric utility company in the United States
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($264.9m this quarter). Holder counts are more reliable. Shares outstanding: 532.1m as of 2024-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $87.73. Options: 32 managers hold calls ($363.9m notional), 28 hold puts ($170.2m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,338 |
| Q4 2022 | 1,387 |
| Q1 2023 | 1,356 |
| Q2 2023 | 1,310 |
| Q3 2023 | 1,281 |
| Q4 2023 | 1,352 |
| Q1 2024 | 1,354 |
| Q2 2024 | 1,425 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 659 | 507 |
| Q1 2023 | 632 | 552 |
| Q2 2023 | 589 | 588 |
| Q3 2023 | 597 | 572 |
| Q4 2023 | 578 | 619 |
| Q1 2024 | 656 | 585 |
| Q2 2024 | 681 | 550 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $301.2m | $148.6m | 0.49 |
| Q4 2023 | $762.2m | $166.4m | 0.22 |
| Q1 2024 | $820.3m | $181.2m | 0.22 |
| Q2 2024 | $363.9m | $170.2m | 0.47 |
Biggest buyers
| GQG Partners LLC | New | +9.6m |
| Point72 Asset Management, L.P. | Added | +1.5m |
| FMR LLC | Added | +1.0m |
| CITADEL ADVISORS LLC | Added | +993.1k |
| RAYMOND JAMES & ASSOCIATES | Added | +623.8k |
| NATIXIS | New | +578.5k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +519.6k |
| Dodge & Cox | Added | +467.5k |
| VANGUARD GROUP INC | Added | +456.7k |
| Assenagon Asset Management S.A. | Added | +419.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -25.8m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.1m |
| Soroban Capital Partners LP | Reduced | -2.5m |
| JPMORGAN CHASE & CO | Reduced | -1.3m |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -1.0m |
| Zimmer Partners, LP | Reduced | -968.4k |
| D. E. Shaw & Co., Inc. | Sold out | -870.4k |
| ZACKS INVESTMENT MANAGEMENT | Sold out | -706.2k |
| UBS Group AG | Reduced | -686.7k |
| APG Asset Management N.V. | Reduced | -574.2k |
Biggest calls
| Twin Tree Management, LP | Reduced | $95.5m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $57.0m649.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $39.7m452.0k shares |
| JANE STREET GROUP, LLC | Reduced | $30.7m349.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $25.7m293.3k shares |
| Walleye Trading LLC | Reduced | $20.4m232.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $11.5m130.6k shares |
| Walleye Capital LLC | Added | $10.3m117.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $9.7m111.0k shares |
| NOMURA HOLDINGS INC | New | $9.7m110.0k shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $29.7m338.0k shares |
| CITADEL ADVISORS LLC | Reduced | $27.6m314.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $19.1m217.2k shares |
| Walleye Capital LLC | Added | $9.3m105.9k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $9.2m105.3k shares |
| WOLVERINE TRADING, LLC | Added | $8.4m95.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $7.7m88.1k shares |
| Walleye Trading LLC | Reduced | $6.6m75.5k shares |
| JANE STREET GROUP, LLC | Reduced | $6.4m73.3k shares |
| GTS SECURITIES LLC | Reduced | $5.3m60.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $11.3k | — |
| Q1 2023 | 0 | — | 4 | $6.3m | $624.4k |
| Q2 2023 | 0 | — | 3 | $1.2m | $1.2m |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 2 | $959.7k | $959.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-05 | Smyth Antonio P Executive Vice President | Sold plan | $440.8k4.9k shares |
| 2024-05-31 | Hall Greg B Executive Vice President | Sold plan | $518.9k5.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 50.1m $4.4bn | Added +456.7k |
| BlackRock Inc. 0.09% of their portfolio | 45.4m $4.0bn | Reduced -155.6k |
| STATE STREET CORP 0.10% of their portfolio | 25.8m $2.3bn | Reduced -289.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.33% of their portfolio | 20.8m $1.8bn | Reduced -4.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 12.2m $1.1bn | Added +338.6k |
| MORGAN STANLEY 0.08% of their portfolio | 12.1m $1.1bn | Reduced -25.8m |
| Dodge & Cox 0.62% of their portfolio | 11.8m $1.0bn | Added +467.5k |
| GQG Partners LLC 1.27% of their portfolio | 9.6m $840.7m | New |
| Invesco Ltd. 0.16% of their portfolio | 8.4m $738.0m | Added +55.0k |
| LAZARD ASSET MANAGEMENT LLC 0.91% of their portfolio | 8.2m $721.9m | Reduced -359.2k |
| ROYAL BANK OF CANADA 0.15% of their portfolio | 6.9m $602.2m | Reduced -236.1k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 6.0m $523.6m | Reduced -337.5k |
| FMR LLC 0.03% of their portfolio | 5.8m $507.1m | Added +1.0m |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 5.2m $460.6m | Reduced -13.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.14% of their portfolio | 5.2m $453.1m | Reduced -89.8k |
| AMERIPRISE FINANCIAL INC 0.12% of their portfolio | 5.2m $453.0m | Reduced -62.8k |
| WELLS FARGO & COMPANY/MN 0.11% of their portfolio | 4.7m $416.0m | Added +121.7k |
| Nuveen Asset Management, LLC 0.12% of their portfolio | 4.7m $415.1m | Reduced -406.0k |
| NORTHERN TRUST CORP 0.07% of their portfolio | 4.7m $414.7m | Reduced -13.5k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.7m $409.9m | Reduced -1.3m |
| ALLIANCEBERNSTEIN L.P. 0.14% of their portfolio | 4.4m $389.9m | Reduced -299.4k |
| FEDERATED HERMES, INC. 0.92% of their portfolio | 4.4m $386.7m | Reduced -229.1k |
| Allspring Global Investments Holdings, LLC 0.60% of their portfolio | 4.2m $368.7m | Reduced -239.6k |
| Legal & General Group Plc 0.10% of their portfolio | 4.2m $365.0m | Reduced -418.4k |
| UBS Group AG 0.10% of their portfolio | 3.9m $340.3m | Reduced -686.7k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 3.8m $333.7m | Reduced -58.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 3.4m $296.4m | Added +35.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 3.1m $274.8m | Added +67.4k |
| Amundi 0.09% of their portfolio | 2.7m $240.2m | Reduced -68.8k |
| California Public Employees Retirement System 0.16% of their portfolio | 2.5m $223.2m | Reduced -488.4k |
| MACQUARIE GROUP LTD 0.24% of their portfolio | 2.4m $209.4m | Added +101.4k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 2.4m $207.9m | Added +61.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.45% of their portfolio | 2.2m $189.2m | Reduced -126.1k |
| Boston Partners 0.23% of their portfolio | 2.1m $184.0m | Reduced -383.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.1m $180.9m | Added +151.4k |
| BARCLAYS PLC 0.08% of their portfolio | 2.0m $178.6m | Added +34.7k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 1.8m $161.9m | Added +623.8k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 1.8m $157.7m | Added +30.7k |
| JANUS HENDERSON GROUP PLC 0.08% of their portfolio | 1.8m $157.2m | Reduced -37.4k |
| Soroban Capital Partners LP 2.28% of their portfolio | 1.8m $155.4m | Reduced -2.5m |
| FIRST TRUST ADVISORS LP 0.14% of their portfolio | 1.6m $140.0m | Added +327.0k |
| Swiss National Bank 0.09% of their portfolio | 1.6m $136.7m | Reduced -16.9k |
| Point72 Asset Management, L.P. 0.43% of their portfolio | 1.5m $133.7m | Added +1.5m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.5m $128.1m | Added +141.6k |
| Capital Research Global Investors 0.03% of their portfolio | 1.4m $126.5m | Added +2 |
| National Pension Service 0.14% of their portfolio | 1.4m $121.2m | Added +37.6k |
| ANTIPODES PARTNERS Ltd 4.36% of their portfolio | 1.4m $120.1m | Reduced -221.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 1.3m $112.3m | Reduced -109.0k |
| HighTower Advisors, LLC 0.17% of their portfolio | 1.3m $109.9m | Added +25.7k |
| Energy Income Partners, LLC 2.38% of their portfolio | 1.2m $106.8m | Reduced -214.3k |
| ICAHN CARL C 0.98% of their portfolio | 1.2m $105.8m | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.16% of their portfolio | 1.2m $102.5m | Reduced -541.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio | 1.1m $100.8m | Added +519.6k |
| Chevy Chase Trust Holdings, LLC 0.30% of their portfolio | 1.1m $95.3m | Added +7.6k |
| CRAWFORD INVESTMENT COUNSEL INC 1.78% of their portfolio | 1.1m $93.4m | Added +7.3k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.61% of their portfolio | 1.1m $92.8m | Added +2.0k |
| JOHNSON INVESTMENT COUNSEL INC 0.97% of their portfolio | 1.1m $92.5m | Added +5.5k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 1.0m $87.9m | Added +993.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.10% of their portfolio | 977.2k $86.0m | Reduced -1.0m |
| JENNISON ASSOCIATES LLC 0.05% of their portfolio | 948.3k $83.2m | Added +162.4k |
| Epoch Investment Partners, Inc. 0.37% of their portfolio | 931.7k $81.7m | Reduced -41.6k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 916.8k $80.5m | Reduced -300.2k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 908.0k $79.7m | Reduced -12.5k |
| HUNTINGTON NATIONAL BANK 0.60% of their portfolio | 886.9k $77.8m | Added +44.8k |
| LPL Financial LLC 0.04% of their portfolio | 884.6k $77.6m | Added +41.9k |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 880.6k $77.3m | Added +19.8k |
| Mawer Investment Management Ltd. 0.35% of their portfolio | 851.5k $74.7m | Reduced -11.8k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 840.0k $73.7m | Added +147.3k |
| Maple-Brown Abbott Ltd 7.68% of their portfolio | 830.1k $72.8m | Reduced -408.5k |
| NOMURA HOLDINGS INC 0.45% of their portfolio | 807.4k $70.8m | Added +230.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.07% of their portfolio | 793.9k $69.7m | Added +34.4k |
| CITIGROUP INC 0.07% of their portfolio | 783.5k $68.7m | Added +219.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 744.2k $65.3m | Added +19.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.08% of their portfolio | 740.5k $65.0m | Added +76.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 715.6k $62.8m | Reduced -26.3k |
| M&T Bank Corp 0.21% of their portfolio | 715.4k $62.8m | Reduced -4.1k |
| Russell Investments Group, Ltd. 0.10% of their portfolio | 712.9k $62.5m | Added +336.2k |
| Empower Advisory Group, LLC 0.23% of their portfolio | 710.5k $62.3m | Added +104.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 699.7k $61.4m | Reduced -23.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 698.0k $61.2m | Unchanged |
| GABELLI FUNDS LLC 0.45% of their portfolio | 669.1k $58.7m | Reduced -8.8k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.73% of their portfolio | 657.2k $57.7m | Reduced -55.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 620.9k $54.5m | Reduced -14.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 614.9k $54.0m | Reduced -10.7k |
| Baird Financial Group, Inc. 0.11% of their portfolio | 610.7k $53.6m | Added +6.7k |
| First Financial Bankshares Inc 1.23% of their portfolio | 609.3k $53.5m | Added +2.2k |
| PNC Financial Services Group, Inc. 0.03% of their portfolio | 585.5k $51.4m | Reduced -5.6k |
| NATIXIS 0.32% of their portfolio | 578.5k $50.8m | New |
| STRS OHIO 0.19% of their portfolio | 556.7k $48.8m | Added +19.1k |
| Bollard Group LLC 1.32% of their portfolio | 532.0k $46.7m | Added +11.4k |
| ProShare Advisors LLC 0.12% of their portfolio | 529.3k $46.4m | Reduced -53.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio | 518.4k $45.5m | Reduced -92.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 513.8k $45.1m | Added +17.9k |
| APG Asset Management N.V. 0.07% of their portfolio | 489.0k $40.0m | Reduced -574.2k |
| Korea Investment CORP 0.11% of their portfolio | 489.0k $42.9m | Reduced -278.2k |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.84% of their portfolio | 473.4k $41.5m | Reduced -1.2k |
| VAUGHAN DAVID INVESTMENTS LLC/IL 1.05% of their portfolio | 472.5k $41.5m | Added +4.8k |
| GUGGENHEIM CAPITAL LLC 0.29% of their portfolio | 468.3k $41.1m | Added +21.5k |
| COMMERCE BANK 0.26% of their portfolio | 457.9k $40.2m | Reduced -10.6k |
| Assenagon Asset Management S.A. 0.10% of their portfolio | 456.7k $40.1m | Added +419.9k |