AI Holders Summary · Q1 2026

AEP Q1 2026 institutional ownership is a $57.0B book across 1,860 holders. BlackRock is the largest holder at $6.3B (48.0M shares, +2.0%, +$931M) -- the largest add. Vanguard total ~$6.6B across three entities (split: Capital Management $4.6B NEW, Portfolio Management $2.0B NEW, Fiduciary Trust $399M NEW). State Street $4.0B (30.3M shares, -0.5%, +$460M from share DECREASED; passive rebalancing artifact). GQG Partners $2.0B (15.0M shares, -0.1%, -$20M from UNCHANGED with negative valueChange). Morgan Stanley $1.9B (14.5M shares, -0.7%, -$208M). Geode Capital $1.9B (14.2M shares, +3.1%, +$269M). Wellington Management $1.7B (13.2M shares, -6.3%, -$36M from UNCHANGED). Northern Trust $612M (4.7M shares, +0.2%, +$73M). Ameriprise $1.2B (9.1M shares, +5.2%, +$262M). Dodge & Cox $1.1B (8.7M shares, -1.5%, -$68M). Barclays $1.4B (10.4M shares, -1.3%, -$134M). Invesco $1.0B (7.7M shares, +1.6%, +$123M). FMR LLC $797M (6.1M shares, +18.9%, +$231M) -- aggressive build. Goldman Sachs $675M (5.2M shares, +21.1%, +$149M). RBC $786M (6.0M shares, -5.5%, -$43M). MassFinancial not in top 20. UBS Group not significant. BNY Mellon not significant. Nuveen $786M (6.0M shares, +2.0%, +$120M). BofA $677M (5.2M shares, -0.1%, -$5M). Legal & General $626M (4.8M shares, -4.0%). AllianceBernstein $609M (5.3M shares, -1.7%). Charles Schwab IM not significant. State Farm not significant. Millennium Management $572M (4.4M shares, +2.4%, +$388M) -- most aggressive percentage build. New positions: Vanguard three. Sellers: State Street -$460M (artifact), Morgan Stanley -$208M, Wellington -$36M, Barclays -$134M, Dodge & Cox -$68M, BofA -$5M, RBC -$43M. Buyers: BlackRock +$931M, Geode +$269M, Ameriprise +$262M, FMR +$231M, Goldman +$149M, Invesco +$123M, Nuveen +$120M, Millennium +$388M, Northern Trust +$73M. The 75.50 whaleScore reflects AUM. Smart-money read: lean-bullish on utilities/infrastructure. AEP is a large-cap regulated utility with exposure to renewable generation and transmission infrastructure -- the Q1 2026 flow pattern (BlackRock +$931M, FMR +$231M, Goldman +$149M, Ameriprise +$262M, Geode +$269M) shows active-manager adds to defensive/regulated-utility names, consistent with a risk-off/reflation positioning trade. Millennium'+ $388M is the most aggressive build. The seller cohort is modest. Net read: cautiously bullish on AEP -- utilities as defensive/income compounders receiving active-manager support; renewable/transmission infrastructure narrative provides growth optionality.

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