Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,054,065
+$55,489 QoQ
Shares Held
15,014
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#629
of 1,968 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COURIER CAPITAL LLC holds $12,457,766 across 8 Utilities - Regulated Electric names. AEP ranks #4 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,926 | $3,151,347 | |
| 2 | NEE |
Nextera Energy Inc
|
25,648 | $2,251,124 | |
| 3 | DUK |
Duke Energy CORP
|
16,917 | $2,141,353 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
15,014 | $2,054,065 | |
| 5 | D |
Dominion Energy, Inc
|
26,022 | $1,777,042 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,676 | $460,664 | |
| 7 | ED |
Consolidated Edison Inc
|
3,605 | $398,821 | |
| 8 | EIX |
Edison International
|
3,000 | $223,350 |
All Filings in AEP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,054,065 | 15,014 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,998,576 | 15,247 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,919,911 | 16,650 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,858,387 | 16,519 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,719,199 | 16,569 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,834,861 | 16,792 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,554,997 | 16,860 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,721,217 | 16,776 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,412,877 | 16,103 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,506,663 | 17,499 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,867,410 | 22,992 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,777,072 | 23,625 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,989,814 | 23,632 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||