This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AEP/capital-change-brief"
Use Arkolith's capital_change_brief for AEP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $6.3B | 47.8M | ▲+3.3% Added · +1.5M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.6B | 35.1M | ▲New +35.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $4.0B | 30.3M | ▼−0.5% Reduced · −150K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | 15.6M | ▲New +15.6M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $1.9B | 14.5M | ▼−1.2% Reduced · −176K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $1.9B | 14.2M | ▲+2.9% Added · +399K sh | Q1 2026 | |
| 7 | BARCLAYS PLC | $1.4B | 10.4M | ▼−2.4% Reduced · −259K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $1.2B | 9.1M | ▲+13% Added · +1.0M sh | Q1 2026 | |
| 9 | DODGE & COX | $1.1B | 8.7M | ▼−6.5% Reduced · −603K sh | Q1 2026 | |
| 10 | FMR LLC | $796.9M | 6.1M | ▲+24% Added · +1.2M sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $786.3M | 6.0M | ▼−6.9% Reduced · −442K sh | Q1 2026 | |
| 12 | Nuveen, LLC | $785.7M | 6.0M | ▲+3.8% Added · +217K sh | Q1 2026 | |
| 13 | ALLIANCEBERNSTEIN L.P. | $609.2M | 5.3M | ▼−3.5% Reduced · −190K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $676.7M | 5.2M | ▼−13% Reduced · −746K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $675.2M | 5.2M | ▲+27% Added · +1.1M sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $626.0M | 4.8M | ▼−3.9% Reduced · −193K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $612.5M | 4.7M | ▼~0% Reduced · −2K sh | Q1 2026 | |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $591.4M | 4.5M | ▼−0.3% Reduced · −15K sh | Q1 2026 | |
| 19 | Allspring Global Investments Holdings, LLC | $591.6M | 4.5M | ▼−2.7% Reduced · −123K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $544.2M | 4.2M | ▲+200% Added · +2.8M sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $516.5M | 3.9M | ▼−5.4% Reduced · −223K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $472.5M | 3.6M | ▼−1.1% Reduced · −42K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $460.4M | 3.5M | ▲+3.1% Added · +107K sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $399.9M | 3.1M | ▲+5.3% Added · +155K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $399.1M | 3.0M | ▲New +3.0M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Sauvage Joseph G | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | Stoddard Daniel G. | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | Stoddard Daniel G. | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | Von Thaer Lewis | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | GARCIA ART A | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | LIN SANDRA BEACH | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | McCarthy Margaret M | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | Roberts Daryl | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | Tucker Sara Martinez | Director | Grant (A) | 0 | $0 |
| Jun 30, 2026 | FOWKE BENJAMIN G S III | Director | Grant (A) | 0 | $0 |
| May 1, 2026 | Hall Greg B | Executive Vice President | Tax withholding (F) | 4K | $590K |
| May 1, 2026 | Cannon Douglas A | President AEP Transmission | Tax withholding (F) | 2K | $242K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 478 funds | $233.9B |
| NVIDIA CORPNVDA | 474 funds | $423.6B |
| MICROSOFT CORPMSFT | 474 funds | $307.7B |
| META PLATFORMS INC-CLASS AMETA | 474 funds | $134.3B |
| ALPHABET INC-CL AGOOGL | 472 funds | $202.9B |
| APPLE INCAAPL | 470 funds | $328.7B |
| BROADCOM INCAVGO | 469 funds | $163.1B |
| JPMORGAN CHASE & COJPM | 467 funds | $84.4B |
| VISA INC-CLASS A SHARESV | 465 funds | $73.4B |
| ALPHABET INC-CL CGOOG | 463 funds | $133.1B |
| JOHNSON & JOHNSONJNJ | 463 funds | $63.4B |
| CHEVRON CORPCVX | 462 funds | $41.0B |
Ranked by how many of AEP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.