Company facts
- Industry
- Electric Services
- Headquarters
- Columbus, Ohio
- Most recent report
- 10-Q, filed Oct 28, 2026
- Incorporated
- New York
- Filings on record
- 1,013+ filings
- On EDGAR
- CIK 4904
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 28
News 8 of 106
Prospectuses and Registrations 8 of 58
- S-8 Registration statement for an employee plan Jun 26, 2026
- 424B5 Prospectus supplement for an offering May 13, 2026
- 424B5 Prospectus supplement for an offering May 12, 2026
- 424B2 Prospectus supplement for an offering Dec 4, 2025
- FWP Free writing prospectus Dec 3, 2025
- 424B5 Prospectus supplement for an offering Dec 3, 2025
- 424B5 Prospectus supplement for an offering Nov 25, 2025
- S-3 Shelf registration statement Nov 5, 2025
Proxies 8 of 23
- DEFA14A Extra proxy material Mar 18, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 18, 2026
- PRE 14A Preliminary proxy statement Mar 4, 2026
- DEFA14A Extra proxy material Mar 13, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 13, 2025
- DEFA14A Extra proxy material Mar 28, 2024
- DEFA14A Extra proxy material Mar 19, 2024
- DEFA14A Extra proxy material Mar 13, 2024
Ownership 8 of 770
- 4 Insider reported a trade Nov 9, 2026
- 144 Notice of a proposed sale of restricted stock Nov 6, 2026
- SCHEDULE 13G Large holder reported a passive stake Oct 30, 2026
- 3 Insider reported their initial holding Oct 26, 2026
- 3 Insider reported their initial holding Oct 26, 2026
- 4 Insider reported a trade Oct 21, 2026
- 4 Insider reported a trade Oct 21, 2026
- 4 Insider reported a trade Oct 5, 2026
Other 8 of 28
- 11-K Employee stock plan report Jun 25, 2026
- ARS Annual report sent to shareholders Mar 18, 2026
- 11-K Employee stock plan report Jun 26, 2025
- EFFECT Notice that a registration became effective Apr 1, 2025
- EFFECT Notice that a registration became effective Apr 1, 2025
- EFFECT Notice that a registration became effective Mar 14, 2025
- EFFECT Notice that a registration became effective Mar 14, 2025
- ARS Annual report sent to shareholders Mar 13, 2025
What to read: Sep 2026 10-Q
SECSift found 2 of 9 sections worth reading, with 2 positive, 10 notable, and 4 negative flags.
Part I
Massive capital plan, data center load growth, regulatory risks, and rising debt.PositiveNotable- AEP outlined a $100.4 billion, five-year capital plan focused on transmission and generation.
- FERC accepted PJM RBP but suspended effectiveness until Feb 2027; IRAS curtailment framework rejected.
- AEP Texas segregated ~$1.2B of cash collateral per new Texas large load rule in October 2026.
- AEP Texas received ~$2B of financial security for 45 GW of prospective load in Batch Zero process.
- Piketon project: $5B budget, 10.4 GW data center campus, 11.35% base ROE, needs regulatory approvals.
- APCo/WPCo securitization approved for $2.7B of eligible costs, expected in Q4 2026.
- AEP sold 2M shares for $264M and has forward sales for 48M shares with ~$5.4B expected proceeds.
- AEP invested $200M for 21% of GWAI, a board seat, and a perpetual software license.
Negative- AEP Texas recognized $23M unfavorable pretax impact from partial UTM disallowance in May 2026.
- APCo customer appeals challenge West Virginia rate orders; refunds could reduce future income.
- Debt-to-total capital rose to 61.5% at Sep 2026 from 60.3% at Dec 2025.
- SWEPCo recorded $31M pretax impairment for probable partial disallowance of Pirkey Plant.
Other Information (Item 5)
Contains a specific severance settlement with a former executive, including a large cash payment and restrictive covenants.
What changed: Sep 2026 vs. Jun 2026
About 11% of AEP's Sep 2026 10-Q is new information. 176 paragraphs were added, 627 changed, and 145 removed. Below are the most important lines SECSift identified.
New
- Piketon Transmission Project added: $5 billion budget, 10.4 GW data center, three 765 kV lines, base ROE 11.35%.
- Added PSO Fourteenth Supplemental Indenture for 5.40% Senior Notes Series O due 2034 and 6.30% Series P due 2056.
- Added AEP Texas Note Purchase Agreement, Future Advance Promissory Note, and Loan Guarantee Agreement dated July 7, 2026.
Removed
- AEPTCo's Company Order and Officers' Certificate for 5.25% Senior Note Series S due 2036 was removed.
- Exhibits 3(a), 3(c), and 3(d) (AEP's certificate of incorporation, by-laws, and code of regulations) were removed.
- Removed disclosure of Kate Dixon's Rule 10b5-1 trading plan for up to 3,974 shares through March 31, 2027.
- Removed disclosure of William J. Fehrman's Rule 10b5-1 trading plan for up to 3,337 shares through March 31, 2027.
- Six forward sale confirmations with Bank of America, Goldman Sachs, and Morgan Stanley from May 2026 were removed.
Everything here comes from American Electric Power Co Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.