Position in AEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$786,265,940
+$43,586,409 QoQ
Shares Held
5,998,367
-6.9% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.4344962553975.ToString("F0")%
Shared 2.148784827603913.ToString("F0")%
None 1.4167189169985765.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Derivatives in AEP
reported options exposure · as of Sep 30, 2024CallValue
$18,570,600
CallShares
181,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ROYAL BANK OF CANADA holds $10,151,020,306 across 40 Utilities - Regulated Electric names. AEP ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
35,241,451 | $1,966,120,547 | |
| 2 | NEE |
Nextera Energy Inc
|
19,364,181 | $1,798,545,124 | |
| 3 | DUK |
Duke Energy CORP
|
7,893,389 | $1,033,560,349 | |
| 4 | EMA |
Emera Inc
|
17,598,886 | $912,854,211 | |
| 5 | SO |
Southern Co
|
8,753,175 | $844,856,443 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
5,998,367 | $786,265,940 | |
| 7 | XEL |
Xcel Energy Inc
|
3,872,314 | $307,616,620 | |
| 8 | D |
Dominion Energy, Inc
|
4,066,193 | $251,372,048 |
All Filings in AEP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $786,265,940 | 5,998,367 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $742,679,531 | 6,440,721 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $776,295,335 | 6,900,403 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $669,489,708 | 6,452,291 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $764,726,853 | 6,998,507 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $649,984,278 | 7,047,428 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $695,696,942 | 6,780,672 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $18,570,600 | 181,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $602,205,588 | 6,863,524 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $611,279,600 | 7,099,647 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $582,597,633 | 7,173,081 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $580,308,979 | 7,714,823 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $618,072,032 | 7,340,523 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $477,901,311 | 5,252,240 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $6,624,072 | 72,800 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $481,911,881 | 5,075,428 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $383,128,930 | 4,431,798 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $431,490,815 | 4,497,507 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $424,179,432 | 4,251,573 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $349,151,548 | 3,924,374 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $313,149,165 | 3,857,467 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $331,534,936 | 3,919,316 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $319,121,220 | 3,767,665 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $312,069,389 | 3,747,681 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $346,529,228 | 4,239,927 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $324,813,804 | 4,078,526 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $300,862,679 | 3,761,724 | Shares | Defined | 2020-06-16 | |
| 2020-03-31 | $1,599,600 | 20,000 | Call | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||