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 ($309.7m this quarter). Holder counts are more reliable. Shares outstanding: 532.6m as of 2024-11-06, 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 ≈ $102.42. Options: 36 managers hold calls ($377.3m notional), 28 hold puts ($262.0m).
Trends to Q3 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 |
| Q3 2024 | 1,497 |
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 |
| Q3 2024 | 700 | 596 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $762.2m | $166.4m | 0.22 |
| Q1 2024 | $820.3m | $181.2m | 0.22 |
| Q2 2024 | $363.9m | $170.2m | 0.47 |
| Q3 2024 | $377.3m | $262.0m | 0.69 |
Biggest buyers
| GQG Partners LLC | Added | +4.9m |
| JANUS HENDERSON GROUP PLC | Added | +2.0m |
| Mitsubishi UFJ Trust & Banking Corp | Added | +1.6m |
| GOLDMAN SACHS GROUP INC | Added | +1.5m |
| JPMORGAN CHASE & CO | Added | +1.5m |
| STATE STREET CORP | Added | +1.1m |
| FMR LLC | Added | +1.1m |
| NATIONAL BANK OF CANADA /FI/ | Added | +851.0k |
| VANGUARD GROUP INC | Added | +839.6k |
| ZACKS INVESTMENT MANAGEMENT | New | +781.7k |
Biggest sellers
| LAZARD ASSET MANAGEMENT LLC | Reduced | -4.0m |
| CITADEL ADVISORS LLC | Reduced | -932.6k |
| FRANKLIN RESOURCES INC | Reduced | -879.9k |
| FEDERATED HERMES, INC. | Reduced | -727.0k |
| ANTIPODES PARTNERS Ltd | Reduced | -655.8k |
| Boston Partners | Reduced | -600.4k |
| Point72 Asset Management, L.P. | Reduced | -525.6k |
| Invesco Ltd. | Reduced | -523.9k |
| APG Asset Management N.V. | Sold out | -489.0k |
| NOMURA HOLDINGS INC | Reduced | -429.5k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $69.3m675.8k shares |
| JANE STREET GROUP, LLC | Added | $55.8m543.8k shares |
| Twin Tree Management, LP | Reduced | $51.1m497.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $27.9m271.8k shares |
| ROYAL BANK OF CANADA | New | $18.6m181.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $16.5m160.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $15.5m150.7k shares |
| Squarepoint Ops LLC | Added | $14.9m144.9k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $14.7m1.4k shares |
| WOLVERINE TRADING, LLC | Added | $13.9m136.9k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $48.4m471.3k shares |
| Corient Private Wealth LP | New | $31.7m309.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $27.7m270.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $25.8m251.1k shares |
| Qube Research & Technologies Ltd | Added | $17.4m169.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $13.4m130.4k shares |
| IMC-Chicago, LLC | Added | $12.9m126.0k shares |
| JANE STREET GROUP, LLC | Added | $12.4m120.7k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Reduced | $10.2m99.8k shares |
| Squarepoint Ops LLC | Added | $9.3m90.8k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.09% of their portfolio | 50.9m $5.2bn | Added +839.6k |
| BlackRock, Inc. 0.09% of their portfolio | 43.7m $4.5bn | First filing |
| STATE STREET CORP 0.11% of their portfolio | 26.9m $2.8bn | Added +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.38% of their portfolio | 20.9m $2.1bn | Added +46.9k |
| GQG Partners LLC 2.33% of their portfolio | 14.5m $1.5bn | Added +4.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 12.5m $1.3bn | Added +352.6k |
| MORGAN STANLEY 0.09% of their portfolio | 12.3m $1.3bn | Added +119.6k |
| Dodge & Cox 0.67% of their portfolio | 11.6m $1.2bn | Reduced -251.3k |
| Invesco Ltd. 0.16% of their portfolio | 7.9m $809.2m | Reduced -523.9k |
| FMR LLC 0.04% of their portfolio | 6.9m $704.5m | Added +1.1m |
| ROYAL BANK OF CANADA 0.15% of their portfolio | 6.8m $695.7m | Reduced -82.9k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 6.2m $631.0m | Added +1.5m |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 5.8m $595.5m | Reduced -163.2k |
| AMERIPRISE FINANCIAL INC 0.14% of their portfolio | 5.1m $527.7m | Reduced -19.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.16% of their portfolio | 5.1m $522.7m | Reduced -69.1k |
| ALLIANCEBERNSTEIN L.P. 0.17% of their portfolio | 4.8m $497.4m | Added +403.7k |
| Nuveen Asset Management, LLC 0.14% of their portfolio | 4.7m $484.3m | Reduced -10.5k |
| NORTHERN TRUST CORP 0.08% of their portfolio | 4.6m $469.7m | Reduced -147.7k |
| Allspring Global Investments Holdings, LLC 0.72% of their portfolio | 4.5m $466.2m | Added +341.8k |
| WELLS FARGO & COMPANY/MN 0.11% of their portfolio | 4.4m $456.0m | Reduced -297.1k |
| FRANKLIN RESOURCES INC 0.12% of their portfolio | 4.4m $431.7m | Reduced -879.9k |
| LAZARD ASSET MANAGEMENT LLC 0.58% of their portfolio | 4.3m $436.1m | Reduced -4.0m |
| Legal & General Group Plc 0.11% of their portfolio | 4.1m $417.5m | Reduced -91.5k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.9m $398.9m | Added +1.5m |
| UBS Group AG 0.11% of their portfolio | 3.8m $389.7m | Reduced -80.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.88% of their portfolio | 3.8m $385.9m | Added +1.6m |
| Bank of New York Mellon Corp 0.07% of their portfolio | 3.8m $385.7m | Reduced -44.3k |
| JANUS HENDERSON GROUP PLC 0.20% of their portfolio | 3.8m $385.1m | Added +2.0m |
| FEDERATED HERMES, INC. 0.83% of their portfolio | 3.7m $377.6m | Reduced -727.0k |
| Amundi 0.12% of their portfolio | 3.3m $323.6m | Added +551.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 3.2m $326.6m | Added +51.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 3.1m $318.4m | Reduced -275.3k |
| California Public Employees Retirement System 0.17% of their portfolio | 2.4m $250.1m | Reduced -107.2k |
| BARCLAYS PLC 0.10% of their portfolio | 2.2m $230.8m | Added +213.2k |
| MACQUARIE GROUP LTD 0.24% of their portfolio | 2.1m $218.4m | Reduced -258.2k |
| NATIONAL BANK OF CANADA /FI/ 0.28% of their portfolio | 2.0m $207.8m | Added +851.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.0m $205.7m | Reduced -57.3k |
| BANK OF MONTREAL /CAN/ 0.09% of their portfolio | 2.0m $199.1m | Added +159.3k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 1.8m $187.0m | Reduced -22.2k |
| Swiss National Bank 0.10% of their portfolio | 1.6m $160.5m | Added +6.7k |
| National Pension Service 0.15% of their portfolio | 1.5m $157.3m | Added +152.4k |
| FIRST TRUST ADVISORS LP 0.15% of their portfolio | 1.5m $156.8m | Reduced -67.0k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.5m $156.4m | Added +64.8k |
| Soroban Capital Partners LP 2.15% of their portfolio | 1.5m $155.1m | Reduced -259.8k |
| Boston Partners 0.18% of their portfolio | 1.5m $153.5m | Reduced -600.4k |
| Capital Research Global Investors 0.03% of their portfolio | 1.4m $148.1m | Added +1.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 1.3m $135.1m | Added +36.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 1.3m $130.5m | Added +123.4k |
| HighTower Advisors, LLC 0.18% of their portfolio | 1.2m $124.1m | Reduced -42.6k |
| ICAHN CARL C 1.25% of their portfolio | 1.2m $123.7m | Unchanged |
| JENNISON ASSOCIATES LLC 0.07% of their portfolio | 1.1m $115.9m | Added +181.3k |
| Energy Income Partners, LLC 2.40% of their portfolio | 1.1m $111.9m | Reduced -126.4k |
| CRAWFORD INVESTMENT COUNSEL INC 1.87% of their portfolio | 1.1m $109.3m | Added +1.7k |
| JOHNSON INVESTMENT COUNSEL INC 1.07% of their portfolio | 1.1m $108.5m | Added +3.1k |
| CITIGROUP INC 0.10% of their portfolio | 1.0m $106.9m | Added +258.7k |
| Russell Investments Group, Ltd. 0.15% of their portfolio | 1.0m $104.6m | Added +307.0k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.65% of their portfolio | 1.0m $103.0m | Reduced -53.5k |
| Point72 Asset Management, L.P. 0.36% of their portfolio | 998.3k $102.4m | Reduced -525.6k |
| Mawer Investment Management Ltd. 0.46% of their portfolio | 977.3k $100.3m | Added +125.8k |
| HUNTINGTON NATIONAL BANK 0.70% of their portfolio | 941.4k $96.6m | Added +54.5k |
| Chevy Chase Trust Holdings, LLC 0.29% of their portfolio | 920.1k $94.4m | Reduced -165.7k |
| Epoch Investment Partners, Inc. 0.42% of their portfolio | 908.9k $93.3m | Reduced -22.8k |
| STIFEL FINANCIAL CORP 0.10% of their portfolio | 898.7k $92.2m | Added +18.1k |
| RHUMBLINE ADVISERS 0.08% of their portfolio | 882.9k $90.6m | Reduced -25.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.09% of their portfolio | 878.9k $90.2m | Added +163.3k |
| LPL Financial LLC 0.04% of their portfolio | 875.1k $89.8m | Reduced -9.6k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 868.8k $89.1m | Reduced -48.0k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 859.7k $88.2m | Added +19.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 809.4k $83.0m | Added +68.9k |
| ZACKS INVESTMENT MANAGEMENT 0.70% of their portfolio | 781.7k $80.2m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.07% of their portfolio | 778.7k $79.9m | Reduced -15.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 750.1k $77.0m | Added +5.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.09% of their portfolio | 750.0k $76.9m | Reduced -227.2k |
| Empower Advisory Group, LLC 0.26% of their portfolio | 740.7k $76.0m | Added +30.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.07% of their portfolio | 727.4k $74.6m | Added +29.4k |
| Maple-Brown Abbott Ltd 7.39% of their portfolio | 726.6k $74.5m | Reduced -103.5k |
| ANTIPODES PARTNERS Ltd 2.53% of their portfolio | 712.7k $73.1m | Reduced -655.8k |
| M&T Bank Corp 0.23% of their portfolio | 669.7k $68.7m | Reduced -45.8k |
| GABELLI FUNDS LLC 0.49% of their portfolio | 662.9k $68.0m | Reduced -6.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 655.5k $67.3m | Reduced -44.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 640.0k $65.7m | Added +19.1k |
| Baird Financial Group, Inc. 0.12% of their portfolio | 621.5k $63.8m | Added +10.9k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.72% of their portfolio | 608.2k $62.4m | Reduced -49.0k |
| First Financial Bankshares Inc 1.31% of their portfolio | 606.2k $62.2m | Reduced -3.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 572.9k $58.8m | Reduced -42.1k |
| ProShare Advisors LLC 0.14% of their portfolio | 569.7k $58.5m | Added +40.4k |
| PNC Financial Services Group, Inc. 0.04% of their portfolio | 565.2k $58.0m | Reduced -20.3k |
| Korea Investment CORP 0.13% of their portfolio | 517.6k $53.1m | Added +28.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.10% of their portfolio | 510.4k $52.4m | Reduced -8.0k |
| STRS OHIO 0.20% of their portfolio | 506.0k $51.9m | Reduced -50.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 499.5k $51.2m | Reduced -14.3k |
| Bollard Group LLC 1.36% of their portfolio | 497.5k $51.0m | Reduced -34.5k |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.95% of their portfolio | 480.1k $49.3m | Added +6.7k |
| VAUGHAN DAVID INVESTMENTS LLC/IL 1.12% of their portfolio | 474.0k $48.6m | Added +1.5k |
| COMMERCE BANK 0.30% of their portfolio | 473.8k $48.6m | Added +15.9k |
| TWINBEECH CAPITAL LP 0.92% of their portfolio | 472.0k $48.4m | New |
| Zimmer Partners, LP 0.90% of their portfolio | 468.1k $48.0m | Added +461.5k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 464.6k $47.7m | Added +325.1k |
| GUGGENHEIM CAPITAL LLC 0.33% of their portfolio | 455.9k $46.8m | Reduced -12.4k |
| Alpha Cubed Investments, LLC 1.95% of their portfolio | 427.7k $43.9m | Added +4.3k |