NASDAQ · Utilities

AMERICAN ELEC PWR CO INC AEP

American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation & Marketing segments.

Electric Utilities: Central

Company profile

Business mix

  • It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation & Marketing segments.
  • The company generates electricity using coal and lignite, nuclear, natural gas, renewable, hydro, solar, wind, and other energy sources.
  • It operates approximately 252,000 circuit miles of distribution lines; 38,000 circuit miles of transmission lines; and 25,000 MWs of regulated owned generating capacity.
  • American Electric Power Company, Inc. was incorporated in 1906 and is headquartered in Columbus, Ohio.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated electric?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 19.11 FCF -9.53% Buyback -1.4%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 3.1% $2.0B 2026-03-31
Icahn Enterprises / Icahn Capital Carl Icahn 1.8% $158.0M 2026-03-31
Soroban Capital Partners Eric Mandelblatt 0.3% $148.3M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 0 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $885.6M Estimated from net reduced shares
Net share change / base shares -28.0% -6,756,262 / 24,118,969
Icahn Enterprises / Icahn Capital Carl Icahn 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,205,300 Last 2 periods +0 (0.0%) Total shares 1,205,300 Value $158.0M
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -35.9% 13F value change -$161.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -55.9% 13F value change -$140.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,004,686 Last 2 periods -2,873,163 (-71.7%) Total shares 1,131,523 Value $148.3M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -10.6% 13F value change -$178.2M
13F 2026-03-31 Filed 2026-05-12
Minor reduction Shares -11.1% 13F value change +$20.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 18,908,983 Last 2 periods -3,883,099 (-20.5%) Total shares 15,025,884 Value $2.0B
Soros Fund Management George Soros 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$96.0M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$96.0M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.