Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$542,588
+$30,983 QoQ
Shares Held
3,966
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,077
of 1,972 holders
Holding Since
Mar 2020
13 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, 2026EXCALIBUR MANAGEMENT CORP holds $8,114,873 across 7 Utilities - Regulated Electric names. AEP ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,143 | $1,537,060 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
14,066 | $1,505,062 | |
| 3 | ED |
Consolidated Edison Inc
|
13,013 | $1,439,628 | |
| 4 | D |
Dominion Energy, Inc
|
16,146 | $1,102,610 | |
| 5 | NEE |
Nextera Energy Inc
|
11,942 | $1,048,149 | |
| 6 | SO |
Southern Co
|
9,819 | $939,776 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
3,966 | $542,588 |
All Filings in AEP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,588 | 3,966 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $511,605 | 3,903 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $456,512 | 3,959 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $437,175 | 3,886 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $397,193 | 3,828 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $420,252 | 3,846 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $351,672 | 3,813 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $389,059 | 3,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $331,832 | 3,782 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $281,977 | 3,275 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $255,355 | 3,144 | Shares | Sole | 2024-02-12 | |
| 2020-06-30 | $517,660 | 6,500 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $421,654 | 5,272 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||