Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$113,278
-$4,915,737 QoQ
Shares Held
828
-97.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,683
of 1,972 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BROOKFIELD Corp /ON/ holds $756,889,405 across 10 Utilities - Regulated Electric names. AEP ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
3,986,380 | $175,560,175 | |
| 2 | NEE |
Nextera Energy Inc
|
1,981,421 | $173,909,321 | |
| 3 | XEL |
Xcel Energy Inc
|
1,632,769 | $131,111,350 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
961,821 | $102,914,847 | |
| 5 | PCG |
PG&E Corp
|
4,947,262 | $83,212,946 | |
| 6 | IDA |
Idacorp Inc
|
281,986 | $42,664,481 | |
| 7 | LNT |
Alliant Energy Corp
|
358,078 | $27,317,770 | |
| 8 | FE |
Firstenergy Corp
|
351,843 | $16,726,616 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,278 | 828 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,029,015 | 38,366 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,434,822 | 38,460 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,217,625 | 37,490 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,889,962 | 37,490 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,096,532 | 37,490 | Shares | Defined | 2025-06-10 | |
| 2024-12-31 | $4,202,736 | 45,568 | Shares | Defined | 2025-06-10 | |
| 2024-09-30 | $3,846,474 | 37,490 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $3,289,372 | 37,490 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,227,889 | 37,490 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,044,937 | 37,490 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,283,353 | 43,650 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,386,419 | 242,119 | Shares | Defined | 2023-09-26 | |
| 2023-03-31 | $161,463,301 | 1,774,517 | Shares | Defined | 2023-09-26 | |
| 2022-12-31 | $192,089,831 | 2,023,063 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $129,928,039 | 1,502,927 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $140,913,601 | 1,468,768 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $55,801,361 | 559,300 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $49,760,921 | 559,300 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $158,567,108 | 1,953,278 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $127,887,391 | 1,511,850 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $3,244,010 | 38,300 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $138,375,671 | 1,661,771 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $160,479,715 | 1,963,535 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $149,837,483 | 1,881,435 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||