USA Financial Formulas Boosts Stake in American Electric Power

Investment firm increases holdings in major utility company by over 1,400%

Mar. 29, 2026 at 11:33am

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USA Financial Formulas, an investment management firm, significantly increased its stake in American Electric Power Company, Inc. (AEP) during the fourth quarter of 2025. The firm's holdings in AEP grew by 1,481.6%, now owning 14,788 shares worth approximately $1.71 million.

Why it matters

This substantial increase in ownership by USA Financial Formulas suggests the firm sees strong potential in American Electric Power, one of the largest regulated utility companies in the United States. The move reflects growing investor interest in the utility sector as the industry undergoes a transition towards renewable energy sources.

The details

According to a recent SEC filing, USA Financial Formulas increased its position in AEP by purchasing an additional 13,853 shares during the fourth quarter. This brought the firm's total holdings in the company to 14,788 shares, comprising 0.3% of its overall portfolio.

  • USA Financial Formulas made the share purchases during the fourth quarter of 2025.

The players

USA Financial Formulas

An investment management firm that significantly increased its stake in American Electric Power Company, Inc.

American Electric Power Company, Inc. (AEP)

A major investor-owned electric utility headquartered in Columbus, Ohio, engaged in the generation, transmission, and distribution of electricity.

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The takeaway

This investment move by USA Financial Formulas underscores the growing appeal of utility companies like American Electric Power as the energy sector evolves. The substantial increase in ownership suggests the firm sees long-term value in AEP's assets and operations, even as the industry navigates the transition towards renewable energy sources.