AMERICAN ELECTRIC POWER · CUSIP 025537101 · CIK 1517857
As of 2026-06-30, Soroban Capital Partners LP reported 969.25K AEP (shares), valued at $132.60M, or 0.94% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 14.34%; reported value decreased 10.60%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.94% | 969,250 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 1.06% | 1,131,523 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 2.11% | 2,565,987 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.70% | 4,004,686 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 4.05% | 4,004,686 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.24% | 1,449,271 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 1.54% | 1,247,422 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.15% | 1,511,422 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 2.28% | 1,771,219 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 5.50% | 4,227,367 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.97% | 1,963,982 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 1.97% | 1,963,982 | $159.51M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 5.50% | 4,227,367 | $363.98M | Shares increased 115.24%; reported value increased 128.18%, and weight changed +3.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.28% | 1,771,219 | $155.41M | Shares decreased 58.10%; reported value decreased 57.30%, and weight changed -3.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.15% | 1,511,422 | $155.07M | Shares decreased 14.67%; reported value decreased 0.22%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.54% | 1,247,422 | $115.05M | Shares decreased 17.47%; reported value decreased 25.81%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.24% | 1,449,271 | $158.36M | Shares increased 16.18%; reported value increased 37.65%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 4.05% | 4,004,686 | $415.53M | Shares increased 176.32%; reported value increased 162.39%, and weight changed +1.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.70% | 4,004,686 | $450.53M | Shares unchanged; reported value increased 8.42%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 2.11% | 2,565,987 | $288.67M | Shares decreased 35.93%; reported value decreased 35.93%, and weight changed -1.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 1.06% | 1,131,523 | $148.32M | Shares decreased 55.90%; reported value decreased 48.62%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.94% | 969,250 | $132.60M | Shares decreased 14.34%; reported value decreased 10.60%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.