Security · featured owners
AEP American Elec Pwr Co. Inc.
Utilities COM Equity as of 2026 Q2 among managers we track
- 6 Owners
- #244
- Max 1.7%
- Master 0.09%
- $1.5B
- 1 new 1 add 3 reduce
AEP (American Elec Pwr Co. Inc.) is held in 6 featured 13F books as of 2026 Q2. David Katz - Matrix Asset Advisors is the largest tracked holder by portfolio weight (1.7%). Figures are as-filed 13F, not free float.
Who owns this now
Largest portfolio weights among featured holders · max 1.7% (David Katz - Matrix Asset Advisors) · not free-float ownership
holders
sorted by value · long equity only · current book 2026 Q2 · open a manager for their book
| history | |||||
|---|---|---|---|---|---|
| Dodge & Cox 2026 Q2 | 0.62% | Reduce −0.7% | 8,674,355 | $1.2B | history |
| Eric Mandelblatt - Soroban Capital Partners 2026 Q2 | 0.28% | Reduce −14.3% | 969,250 | $133M | history |
| George Soros - Soros Fund Management 2026 Q2 | 1.3% | New 1.3% | 768,000 | $105M | history |
| Carl Icahn - Icahn Capital 2026 Q2 | 0.72% | Reduce −63.9% | 434,710 | $59M | history |
| David Katz - Matrix Asset Advisors 2026 Q2 | 1.7% | Add +3.8% | 154,488 | $21M | history |
| Kentucky Trust Co. - Kentucky Trust 2026 Q2 | 0.01% | Hold | 100 | $14K | history |
SEC filings
Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov
financials
US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing
Balance sheet
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Total current assets | $6.08B | $5.79B | $6.05B |
| Total non-current assets * | $13.91B | $97.29B | $108.41B |
| Total assets | $96.68B | $103.08B | $114.46B |
| Total current liabilities | $11.58B | $13.01B | $13.31B |
| Total non-current liabilities | $59.77B | $63.04B | $68.89B |
| Total equity | $25.25B | $26.94B | $31.14B |
ownership over time
filing count by report period · click a bar for that quarter’s holders