

Baird Financial Group Inc. trimmed its stake in shares of American Electric Power Company, Inc. (NASDAQ: AEP) by 2.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 625,314 shares of the company's stock after selling 15,798 shares during the

American Electric Power is rated a Buy, supported by robust demand growth, especially from data center expansions in its service areas. AEP raised FY 2026 operating earnings guidance to $6.25–$6.55 per share, projecting 7–8% annual growth through 2027 and >9% CAGR through 2030. A $78 billion capex plan targets transmission, generation, and distribution, with Texas as the largest beneficiary, underpinning long-term earnings visibility.

American Electric Power is well-positioned to benefit from surging data center-driven electricity demand and robust contracted load growth. AEP's $78 billion capital plan, backed by 69 GW of contracted incremental load, supports management's 7–9% long-term EPS growth outlook. With a 19.5x forward P/E and a 3.05% yield, AEP offers low-volatility, income, and growth.

Representative David J. Taylor, a Republican from Ohio, has reported six congressional stock trades, selling off holdings in biotech and technology while purchasing shares in utility, semiconductor, and a regional bank.

Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight.

Compass Financial Management LLC bought a new stake in shares of American Electric Power Company, Inc. (NASDAQ: AEP) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 4,159 shares of the company's stock, valued at approximately $543,000. A number of other

Allen Mooney and Barnes Investment Advisors LLC cut its holdings in shares of American Electric Power Company, Inc. (NASDAQ: AEP) by 6.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 142,926 shares of the company's stock after selling 10,358 shares during the

XLU gives you exposure to over 30 utilities, but the AI data-center boom is quietly concentrating inside just a handful of them, and owning the fund means paying for a lot of names that will miss the surge entirely.