AMERICAN ELECTRIC POWER (AEP) Institutional Ownership
AEP is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.34B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $1.15B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's AEP position is now estimated to be worth approximately $1.12B, representing an estimated loss of -2.14% since the filing period.
Major shareholders tracked on this page include Dodge & Cox Stock Fund, Icahn Capital Management, Matrix Advisors Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward AMERICAN ELECTRIC POWER (AEP).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 4 | $1,339,797,760 | 10,221,221 |
| Q4 2025 | 5 | $1,261,509,554 | 10,940,157 |
| Q3 2025 | 5 | $1,329,046,037 | 11,813,742 |
| Q2 2025 | 5 | $1,150,922,652 | 11,092,161 |
| Q1 2025 | 5 | $1,354,969,172 | 12,400,194 |
| Q4 2024 | 5 | $1,234,714,525 | 13,387,342 |
| Q3 2024 | 4 | $1,345,997,234 | 13,118,881 |
| Q2 2024 | 4 | $1,172,643,629 | 13,364,978 |
| Q1 2024 | 4 | $1,111,767,938 | 12,912,520 |
| Q4 2023 | 4 | $22,723,502 | 1,829,925 |
| Q3 2023 | 2 | $17,870,615 | 237,578 |
| Q2 2023 | 2 | $13,466,638 | 159,936 |
Related AEP Institutional Insights:
- AEP Institutional Ownership & Insiders Activity
- AEP Institutional Ownership & 13F Activity
- AEP Top Institutional Shareholders
- AEP Institutional Buying Activity
- AEP Institutional Selling Activity
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- AEP Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings