Stocklore

American Electric Power (AEP)

Utilities · US stock

What changed in recent filings

  • Revenue +7% YoYQuarter ended Jun 30, 2026
  • Institutions — 2 new · 2 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

American Electric Power recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 30, 2026
    Revenue +7.0% YoY · EPS $1.30
    Released before the open: Jul 29 close → Jul 30 close, the stock moved -1.3% · over the same window, market +1.7% · sector +0.3%
  • 26Q1Released May 5, 2026
    Revenue +10.2% YoY · EPS $1.60
    Released before the open: May 4 close → May 5 close, the stock moved +1.8% · over the same window, market +0.8% · sector +0.1%
  • 25Q4Released Feb 12, 2026
    Revenue +13.2% YoY · EPS $1.07
    Released before the open: Feb 11 close → Feb 12 close, the stock moved +3.4% · over the same window, market -1.5% · sector +0.7%
  • 25Q3Released Oct 29, 2025
    Revenue +10.9% YoY · EPS $1.81
    Released before the open: Oct 28 close → Oct 29 close, the stock moved +6.1% · over the same window, market +0.0% · sector -0.5%

The next earnings release is estimated around Oct 28, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding American Electric Power

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2019 Q1 · 42019 Q2 · 22019 Q3 · 32019 Q4 · 22020 Q1 · 52020 Q2 · 62020 Q3 · 42020 Q4 · 52021 Q1 · 62021 Q2 · 62021 Q3 · 72021 Q4 · 52022 Q1 · 42022 Q2 · 32022 Q3 · 42022 Q4 · 42023 Q1 · 42023 Q2 · 42023 Q3 · 42023 Q4 · 32024 Q1 · 42024 Q2 · 52024 Q3 · 62024 Q4 · 52025 Q1 · 52025 Q2 · 52025 Q3 · 62025 Q4 · 42026 Q1 · 62026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold American Electric Power

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.17% of portfolio · held as of 2019 Q1 or earlier
  • Icahn Capital LP0.72% of portfolio · since 2023 Q4
  • Dodge & Cox0.62% of portfolio · since 2024 Q1
  • GQG Partners2.61% of portfolio · since 2024 Q2
  • Point72 Asset Management0.24% of portfolio · since 2026 Q1
  • Bridgewater Associates0.09% of portfolio · since 2026 Q1
  • Capital World InvestorsNew this quarterunder 0.01% of portfolio · since 2026 Q2
  • Soros Fund ManagementNew this quarter1.29% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

American Electric Power Company, Inc. is a major electric utility that generates, transmits, and distributes electricity to residential, commercial, and industrial customers across multiple U.S. states. The company operates a broad regulated infrastructure network that includes power generation assets, high-voltage transmission lines, and local distribution systems, supporting reliable energy delivery across large service territories. American Electric Power Company, Inc. also provides wholesale power and grid-related services, while its business segments cover vertically integrated utilities, transmission and distribution operations, and competitive retail energy supply. Based in Columbus, Ohio, the company plays an important role in the U.S. utility market by serving millions of customers and maintaining a large-scale electric grid that underpins everyday power demand.

What is the Utilities sector?

Power, gas, and water. A regulated industry with stable dividends.

American Electric Power is classified under the Utilities sector. See peers below.

American Electric Power key financials

Based on SEC filings · as of Jun 30, 2026

11.9%
1.58x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

American Electric Power vs Utilities sector benchmark

Median of 22 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
10.3%vs benchmark 7.8%↑ above
Operating margin
22.9%vs benchmark 18.4%↑ above
Net margin
14.3%vs benchmark 11.6%↑ above
ROE
11.9%vs benchmark 10.5%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

AEP revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $5.5B, +7.4% YoY.

The largest segment is Vertically Integrated Utilities, 52.2% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the Vertically Integrated Utilities segment (about 44% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding American Electric Power

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLUState Street(R) Utilities Select Sector SPDR(R) ETF
5.24%
DVYiShares Select Dividend ETF
0.94%
QQQInvesco QQQ Trust, Series 1
0.32%
QQQMInvesco NASDAQ 100 ETF
0.30%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.28%
VTVVANGUARD VALUE INDEX FUND
0.28%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
SPY
0.12%
VOOVANGUARD 500 INDEX FUND
0.12%
IVViShares Core S&P 500 ETF
0.12%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.10%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.10%

AEP on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Utilities average
See full AEP analysis →

Peers · Utilities

AEP FAQ

What is American Electric Power (AEP)?

American Electric Power Company, Inc. is a major electric utility that generates, transmits, and distributes electricity to residential, commercial, and industrial customers across multiple U.S. states. The company operates a broad regulated infrastructure network that includes power generation assets, high-voltage transmission lines, and local distribution systems, supporting reliable energy delivery across large service territories. American Electric Power Company, Inc. also provides wholesale power and grid-related services, while its business segments cover vertically integrated utilities, transmission and distribution operations, and competitive retail energy supply. Based in Columbus, Ohio, the company plays an important role in the U.S. utility market by serving millions of customers and maintaining a large-scale electric grid that underpins everyday power demand.

What sector is American Electric Power in?

American Electric Power is classified under Utilities. Power, gas, and water. A regulated industry with stable dividends.

What are American Electric Power's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 10.3%, Operating margin 22.9%, Net margin 14.3%, ROE 11.9%, Debt-to-equity 1.58x. Definitions and interpretation are available on Stocklore.

What are American Electric Power's main revenue segments?

The largest segment is Vertically Integrated Utilities, about 52.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze American Electric Power (AEP) stock?

On Stocklore you can see AEP's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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