AEP · News · 20260806N

Market Demand Trends

AEP · 2026-08-06 · Importance 40 · Surprise 42

AEP has 69 GW of contracted load, indicating substantial committed electricity demand across its service territory. Data centers are a key source of incremental demand, with contracts increasingly formalized through regulatory protections and customer collateral requirements. These provisions are intended to reduce counterparty risk as large-load customers expand power consumption.

Key facts

• Pacer Advisors Inc. sold 35,030 shares of AEP and retained 54,132 shares after the sale. source
• Pacer Advisors Inc.'s retained 54,132 AEP shares were valued at approximately $7.1 million. source
• AEP's capacity is primarily coal-based at 39%. source
• Institutional investors collectively own 75.24% of AEP. source
• AEP operates in 11 states and provides electricity to over 5 million customers. source