Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN ELEC PWR CO INC (AEP)

2K + Investors. Track Smart Money conviction in AEP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +135
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — AEP

Based on 1713 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,713 hedge funds hold AEP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+323 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

957 buying617 selling
Last quarter: 957 funds were net buyers (246 opened a brand new position + 711 added to an existing one). Only 617 were sellers (506 trimmed + 111 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+62 vs last Q)

new funds entering per quarter
Funds opening a new AEP position: 232 → 125 → 184 → 246. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 18% new
1,112 out of 1,713 hedge funds have held AEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

150 → 232 → 125 → 184 → 246 new funds/Q
New funds entering each quarter: 232 → 125 → 184 → 246. A growing number of institutions are discovering AEP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Of 1,756 current holders: 1,202 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
44 of 1713 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AEP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AEP

How many hedge funds hold AEP — quarterly history vs. share price
Quarterly hedge fund ownership of AEP vs. share price

Market Analysis: AEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AEP

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

152 top-rated funds 12 high-conviction
Consensus
9.5
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: AEP
2026 Q1 Stats Unlock in 19 days 2K + Investors

Track Smart Money conviction in AEP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1756 1627 7.93%
13F Shares 438M 439M -0.14%
Total Value $50.42B $49.21B 2.45%
New Positions 248 186 +62
Increased Positions 777 745 +32
Closed Positions 117 117 -
Reduced Positions 559 519 +40
Total Calls 28 33 -15.15%
Total Puts 22 25 -12.0%
PUT/CALL Ratio 0.79 0.76 Neutral

Statistics: AEP

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AEP. Verified SEC 13F-HR filings.

Top 25 institutional holders of AEP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nexus Investment Management ULC 7.22% 393,684 $51.6M
2 Slocum, Gordon & Co LLP 5.90% 66,099 $8.7M
3 SpringVest Wealth Management LLC 4.50% 50,287 $6.6M
4 Eastover Investment Advisors LLC 3.83% 68,232 $8.9M
5 F&V Capital Management, LLC 3.51% 126,903 $17K
6 Stolper Co 3.02% 81,174 $11K
7 Allen Mooney & Barnes Investment Advisors LLC 2.89% 153,284 $20.1M
8 Constitution Capital LLC 2.70% 41,145 $5.4M
9 RD Lewis Holdings, Inc. 2.41% 20,247 $2.8M
10 GODSEY & GIBB, INC 2.19% 192,166 $25.2M
11 Eliot Finkel Investment Counsel, LLC 2.11% 29,554 $3.9M
12 FUKOKU MUTUAL LIFE INSURANCE CO 2.07% 240,766 $31.6M
13 RBA Wealth Management, LLC 2.02% 42,875 $5.6M
14 OLD REPUBLIC INTERNATIONAL CORP 1.91% 367,100 $48K
15 ZWJ INVESTMENT COUNSEL INC 1.86% 394,316 $51.7M
16 Welch Group, LLC 1.85% 376,452 $49.3M
17 HENDLEY & CO INC 1.84% 37,887 $5K
18 Randolph Co Inc 1.83% 146,298 $19.2M
19 MATRIX ASSET ADVISORS INC/NY 1.79% 148,772 $19.5M
20 Retireful, LLC 1.72% 9,294 $1.2M
21 Granite Group Advisors, LLC 1.70% 21,084 $2.8M
22 TrueMark Investments, LLC 1.62% 63,511 $8.3M
23 TEMA ETFS LLC 1.60% 181,256 $23.8M
24 Ellsworth Advisors, LLC 1.45% 58,756 $7.7M
25 JEPPSON WEALTH MANAGEMENT, LLC 1.43% 34,860 $4.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMERICAN ELEC PWR CO INC (AEP)

What does the Smart Money Trend signal show for AEP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AEP?

More buyers than sellers — 61% buying: Last quarter: 957 funds were net buyers (246 opened a brand new position + 711 added to an existing one). Only 617 were sellers (506 trimmed + 111 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AEP holders?

Elite ownership — 58% AUM from top-100 funds: 44 of 1713 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AEP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AEP?

65% of holders stayed for 2+ years: 1,112 out of 1,713 hedge funds have held AEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.