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American Electric Power Co., Inc. (AEP) — Hedge Fund Ownership Q1 2026

AEP
Q1 2026Q4 2025Q3 2025Q2 2025
  • American Electric Power Co., Inc. (AEP) is held by 3 of 82 tracked hedge funds, with Icahn Capital (2%) and Matrix Asset Advisors (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
  • The biggest decreases in AEP holdings came from Dodge & Cox (-6%) and Matrix Asset Advisors (-20%), suggesting profit-taking or de-risking.
  • Overall, hedge funds decreased exposure to American Electric Power Co., Inc. (AEP) by -6% vs the prior quarter and -18% vs prior year.
# Fund % of Portfolio † Shares † Shares vs Prior Quarter † Shares vs Prior Year † Aggregate Value † Reported Price * Option
1
Icahn Capital
1.85% 1.2M $158.0M $131.08
2
Matrix Asset Advisors
David Katz
1.79% 149K -19.70% -35.20% $19.5M $131.08
3
Dodge & Cox
0.63% 8.7M -6.45% -19.16% $1.15B $131.08
3 Total 10.1M -5.96% -17.58% $1.32B
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.