BRADLEY FOSTER & SARGENT INC/CT
Position in AEP — American Electric Power Co Inc
CIK 1015086
HARTFORD, CT
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$365,829
+$7,457 QoQ
Shares Held
2,674
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,278
of 1,972 holders
Holding Since
Mar 2022
16 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, 2026BRADLEY FOSTER & SARGENT INC/CT holds $18,320,260 across 13 Utilities - Regulated Electric names. AEP ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,248 | $9,149,846 | |
| 2 | DUK |
Duke Energy CORP
|
15,721 | $1,989,964 | |
| 3 | D |
Dominion Energy, Inc
|
25,421 | $1,736,000 | |
| 4 | ES |
Eversource Energy
|
13,955 | $1,008,527 | |
| 5 | SO |
Southern Co
|
10,495 | $1,004,476 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
6,308 | $736,585 | |
| 7 | XEL |
Xcel Energy Inc
|
7,985 | $641,195 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,887 | $640,108 |
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,829 | 2,674 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $358,372 | 2,734 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $316,410 | 2,744 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $326,812 | 2,905 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $282,019 | 2,718 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $300,055 | 2,746 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $217,478 | 2,358 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $241,930 | 2,358 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $202,416 | 2,307 | Shares | Sole | 2024-08-09 | |
| 2023-09-30 | $209,788 | 2,789 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $234,833 | 2,789 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $266,145 | 2,925 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $282,381 | 2,974 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $295,140 | 3,414 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,351 | 3,214 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $254,712 | 2,553 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||