Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,443,776
+$219,031 QoQ
Shares Held
61,719
-1.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#340
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026SHELTON CAPITAL MANAGEMENT holds $65,401,059 across 16 Utilities - Regulated Electric names. AEP ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
159,685 | $20,212,927 | |
| 2 | CNP |
Centerpoint Energy Inc
|
377,829 | $16,639,589 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
61,719 | $8,443,776 | |
| 4 | XEL |
Xcel Energy Inc
|
81,090 | $6,511,527 | |
| 5 | EXC |
Exelon Corp
|
126,585 | $5,901,392 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
33,268 | $2,700,030 | |
| 7 | SO |
Southern Co
|
18,817 | $1,800,975 | |
| 8 | NEE |
Nextera Energy Inc
|
11,033 | $968,366 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,443,776 | 61,719 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,224,745 | 62,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,362,774 | 63,852 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,970,950 | 61,964 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,562,923 | 63,251 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,082,007 | 64,812 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,161,609 | 66,807 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,861,477 | 66,876 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,873,491 | 66,942 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,670,890 | 65,864 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,269,147 | 64,875 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,361,029 | 57,977 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,837,078 | 45,571 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,983,178 | 43,776 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,848,703 | 40,534 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,164,296 | 48,170 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,473,970 | 46,633 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,652,574 | 46,633 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,154,632 | 46,697 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,616,893 | 44,554 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,893,254 | 46,025 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,923,727 | 46,325 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,164,770 | 25,997 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,900,151 | 108,897 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,621,309 | 95,697 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,353,761 | 91,945 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||