AEP Institutional Ownership
American Electric Power Company, Inc.
1W: +2.4%
1M: +10.2%
3M: +1.5%
YTD: +13.4%
1Y: +13.2%
3Y: +93.5%
5Y: +82.0%
$130.30
+1.08 (+0.84%)
Weekly Expected Move ±2.6%
$123
$126
$130
$133
$136
Credit Risk of going bust: lower than 78% of companies Debt: 43.0% of company value Bonds: $1.15B held by 810 funds, 81 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $4.13 (down 97%), American Electric Power Company, Inc. would be worth roughly what it owes.
Total debt $53.50B against a stock market value of $70.93B.
Distance to default 9.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $28.84B (short-term plus half of long-term), stock volatility 19.4%; Altman Z'' 0.71. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $4.13 (down 97%), American Electric Power Company, Inc. would be worth roughly what it owes.
Total debt $53.50B against a stock market value of $70.93B.
Distance to default 9.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $28.84B (short-term plus half of long-term), stock volatility 19.4%; Altman Z'' 0.71. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — AEP
2,102
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
$68B
Total Invested
176
New Positions
890
Increased
695
Reduced
101
Closed
0.84
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2217 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 51,024,057 | $6.6B | +3,226,328 | +6.7% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 35,529,471 | $4.6B | +391,049 | +1.1% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 30,783,142 | $4.0B | +495,006 | +1.6% | 43Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 23,492,086 | $3.1B | +7,883,530 | +50.5% | 2Q | SEC ↗ |
| 5 | Invesco Ltd. | 19,527,874 | $2.5B | +8,176,453 | +72.0% | 77Q | SEC ↗ |
| 6 | MORGAN STANLEY | 18,980,444 | $2.5B | +4,494,275 | +31.0% | 60Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 14,404,302 | $1.9B | +181,511 | +1.3% | 92Q | SEC ↗ |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 13,872,005 | $1.8B | +715,613 | +5.4% | 79Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 12,269,851 | $1.6B | +7,107,349 | +137.7% | 15Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 10,965,480 | $1.4B | +5,814,088 | +112.9% | 15Q | SEC ↗ |
| 11 | GQG Partners LLC | 10,263,074 | $1.3B | -4,762,810 | -31.7% | 9Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 9,728,413 | $1.3B | +658,037 | +7.3% | 16Q | SEC ↗ |
| 13 | FMR LLC | 9,302,934 | $1.2B | +3,223,596 | +53.0% | 110Q | SEC ↗ |
| 14 | FRANKLIN RESOURCES INC | 9,148,318 | $1.2B | +7,721,444 | +541.1% | 22Q | SEC ↗ |
| 15 | Dodge & Cox | 8,674,355 | $1.1B | -65,480 | -0.7% | 10Q | SEC ↗ |
| 16 | BARCLAYS PLC | 6,836,683 | $891M | -3,530,907 | -34.1% | 67Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 5,991,251 | $781M | -7,116 | -0.1% | 82Q | SEC ↗ |
| 18 | Nuveen, LLC | 5,729,832 | $747M | -264,484 | -4.4% | 6Q | SEC ↗ |
| 19 | ALLIANCEBERNSTEIN L.P. | 5,398,220 | $703M | +115,003 | +2.2% | 63Q | SEC ↗ |
| 20 | Legal & General Group Plc | 4,975,065 | $648M | +199,022 | +4.2% | 27Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 4,651,077 | $606M | -21,415 | -0.5% | 110Q | SEC ↗ |
| 22 | Allspring Global Investments Holdings, | 4,545,122 | $592M | +52,143 | +1.2% | 19Q | SEC ↗ |
| 23 | MILLENNIUM MANAGEMENT LLC | 4,488,072 | $585M | +336,714 | +8.1% | 79Q | SEC ↗ |
| 24 | CITIGROUP INC | 4,363,855 | $569M | +1,405,285 | +47.5% | 110Q | SEC ↗ |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 4,176,896 | $544M | -316,562 | -7.0% | 73Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 3,996,112 | $521M | +55,886 | +1.4% | 110Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 3,621,775 | $472M | +16,754 | +0.5% | 76Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,568,905 | $465M | +56,919 | +1.6% | 15Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 3,568,905 | $465M | — | +0.0% | 1Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 3,243,607 | $423M | +254,551 | +8.5% | 69Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 3,055,155 | $398M | +10,459 | +0.3% | 2Q | SEC ↗ |
| 32 | Amundi | 2,901,661 | $378M | +360,614 | +14.2% | 21Q | SEC ↗ |
| 33 | Pictet Asset Management Holding SA | 2,778,462 | $362M | +1,090,254 | +64.6% | 12Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 2,505,273 | $326M | +90,832 | +3.8% | 7Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 2,493,480 | $325M | +884,329 | +55.0% | 103Q | SEC ↗ |
| 36 | UBS Group AG | 2,482,093 | $323M | +559,094 | +29.1% | 47Q | SEC ↗ |
| 37 | UBS AM, a distinct business unit of UB | 2,310,019 | $301M | -740,776 | -24.3% | 63Q | SEC ↗ |
| 38 | Mawer Investment Management Ltd. | 2,283,858 | $298M | +949,366 | +71.1% | 21Q | SEC ↗ |
| 39 | JANUS HENDERSON GROUP PLC | 2,219,198 | $289M | +2,194,198 | +8776.8% | 53Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 2,184,092 | $285M | -247,570 | -10.2% | 52Q | SEC ↗ |
| 41 | Jupiter Topco LLC NEW | 2,149,485 | $280M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Mitsubishi UFJ Trust & Banking Corp | 2,140,225 | $279M | +38,867 | +1.8% | 69Q | SEC ↗ |
| 43 | TD Asset Management Inc | 2,116,926 | $276M | +185,599 | +9.6% | 67Q | SEC ↗ |
| 44 | HighTower Advisors, LLC | 1,983,231 | $258M | +775 | +0.0% | 26Q | SEC ↗ |
| 45 | National Pension Service | 1,970,769 | $257M | +21,345 | +1.1% | 44Q | SEC ↗ |
| 46 | BANK OF MONTREAL /CAN | 1,948,767 | $254M | -40,934 | -2.1% | 48Q | SEC ↗ |
| 47 | DIMENSIONAL FUND ADVISORS LP | 1,855,418 | $242M | +61,908 | +3.5% | 102Q | SEC ↗ |
| 48 | ANTIPODES PARTNERS Ltd | 1,699,356 | $221M | -110,730 | -6.1% | 15Q | SEC ↗ |
| 49 | COHEN & STEERS, INC. | 1,692,618 | $221M | +1,691,243 | +122999.5% | 7Q | SEC ↗ |
| 50 | BESSEMER GROUP INC | 1,662,114 | $217M | +270 | +0.0% | 65Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 3,568,905 | $465M |
| Jupiter Topco LLC | 2,149,485 | $280M |
| SOROS FUND MANAGEMENT LLC | 768,000 | $100M |
| JUPITER ASSET MANAGEMENT LTD | 570,772 | $74M |
| Curated Wealth Partners LLC | 557,560 | $73M |
| Ghisallo Capital Management LLC | 500,000 | $65M |
| Burkehill Global Management, LP | 500,000 | $65M |
| Yaupon Capital Management LP | 412,431 | $54M |
| SEVEN GRAND MANAGERS, LLC | 400,000 | $52M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 396,629 | $52M |
| Covalis Capital LLP | 350,872 | $46M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 334,121 | $44M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 308,617 | $40M |
| Thiel Macro LLC | 308,617 | $40M |
| Arrowpoint Investment Partners (Sin | 185,962 | $24M |
| Clarity Financial LLC | 120,109 | $16M |
| Alberta Investment Management Corp | 85,500 | $11M |
| Bellars Harris Wealth Management, L | 75,847 | $10M |
| Nykredit A/S | 68,191 | $9M |
| Aquatic Capital Management LLC | 50,334 | $7M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| D1 Capital Partners L.P. | 344,100 | $45M |
| APG Asset Management N.V. | 303,943 | $40M |
| XTX Topco Ltd | 126,669 | $17M |
| Rakuten Investment Management, Inc. | 99,223 | $13M |
| Weiss Asset Management LP | 95,782 | $12M |
| RENAISSANCE TECHNOLOGIES LLC | 89,000 | $12M |
| ING GROEP NV | 81,880 | $11M |
| Ilmarinen Mutual Pension Insurance | 65,000 | $8M |
| Schonfeld Strategic Advisors LLC | 59,678 | $8M |
| SIR Capital Management, L.P. | 58,400 | $8M |
| CPC Advisors, LLC | 53,271 | $7M |
| Y-Intercept (Hong Kong) Ltd | 52,497 | $7M |
| Employees Retirement System of Texa | 50,566 | $7M |
| HRT FINANCIAL LP | 49,010 | $6M |
| Regency Capital Management Inc.\DE | 47,503 | $6M |
| Gallo Partners, LP | 47,139 | $6M |
| Trexquant Investment LP | 31,304 | $4M |
| IMC-Chicago, LLC | 29,764 | $4M |
| Graham Capital Management, L.P. | 27,955 | $4M |
| OLD NATIONAL BANCORP /IN | 27,246 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +8,176,453 | +72.0% | 19,527,874 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +7,883,530 | +50.5% | 23,492,086 |
| FRANKLIN RESOURCES INC | +7,721,444 | +541.1% | 9,148,318 |
| BANK OF AMERICA CORP /DE | +7,107,349 | +137.7% | 12,269,851 |
| GOLDMAN SACHS GROUP INC | +5,814,088 | +112.9% | 10,965,480 |
| MORGAN STANLEY | +4,494,275 | +31.0% | 18,980,444 |
| BlackRock, Inc. | +3,226,328 | +6.7% | 51,024,057 |
| FMR LLC | +3,223,596 | +53.0% | 9,302,934 |
| JANUS HENDERSON GROUP PLC | +2,194,198 | +8776.8% | 2,219,198 |
| COHEN & STEERS, INC. | +1,691,243 | +122999.5% | 1,692,618 |
| CITIGROUP INC | +1,405,285 | +47.5% | 4,363,855 |
| Pictet Asset Management Holding SA | +1,090,254 | +64.6% | 2,778,462 |
| Point72 Asset Management, L.P. | +984,469 | +155.7% | 1,616,644 |
| Mawer Investment Management Ltd. | +949,366 | +71.1% | 2,283,858 |
| JPMORGAN CHASE & CO | +884,329 | +55.0% | 2,493,480 |
| CBRE INVESTMENT MANAGEMENT LISTED R | +803,003 | +106.8% | 1,554,554 |
| JENNISON ASSOCIATES LLC | +782,496 | +158.7% | 1,275,581 |
| WELLINGTON MANAGEMENT GROUP LLP | +715,613 | +5.4% | 13,872,005 |
| AMERIPRISE FINANCIAL INC | +658,037 | +7.3% | 9,728,413 |
| REAVES W H & CO INC | +649,975 | +188.6% | 994,697 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GQG Partners LLC | -4,762,810 | -31.7% | 10,263,074 |
| BARCLAYS PLC | -3,530,907 | -34.1% | 6,836,683 |
| VICTORY CAPITAL MANAGEMENT INC | -1,978,410 | -67.3% | 963,375 |
| 1832 Asset Management L.P. | -1,149,959 | -97.2% | 33,500 |
| Assenagon Asset Management S.A. | -1,049,338 | -91.9% | 92,712 |
| FIRST TRUST ADVISORS LP | -882,527 | -59.3% | 606,447 |
| ICAHN CARL C | -770,590 | -63.9% | 434,710 |
| UBS AM, a distinct business unit of | -740,776 | -24.3% | 2,310,019 |
| PRUDENTIAL FINANCIAL INC | -581,243 | -48.8% | 608,987 |
| Innovative Asset Advisors Group, LL | -569,027 | -99.2% | 4,342 |
| SEI INVESTMENTS CO | -325,653 | -23.1% | 1,086,081 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -316,562 | -7.0% | 4,176,896 |
| ACADIAN ASSET MANAGEMENT LLC | -282,877 | -72.0% | 109,802 |
| AQR CAPITAL MANAGEMENT LLC | -274,660 | -17.5% | 1,291,088 |
| Nuveen, LLC | -264,484 | -4.4% | 5,729,832 |
| DEUTSCHE BANK AG | -247,570 | -10.2% | 2,184,092 |
| California Public Employees Retirem | -203,677 | -16.9% | 1,001,653 |
| Squarepoint Ops LLC | -197,284 | -88.4% | 25,891 |
| ProShare Advisors LLC | -176,078 | -22.8% | 596,317 |
| Soroban Capital Partners LP | -162,273 | -14.3% | 969,250 |