MATRIX ASSET ADVISORS INC/NY
Position in AEP — American Electric Power Co Inc
CIK 1016287
White Plains, NY
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,135,503
+$1,634,470 QoQ
Shares Held
154,488
+3.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#224
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026MATRIX ASSET ADVISORS INC/NY holds $41,979,912 across 2 Utilities - Regulated Electric names. AEP ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
154,488 | $21,135,503 | |
| 2 | NEE |
Nextera Energy Inc
|
237,489 | $20,844,409 |
All Filings in AEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,135,503 | 154,488 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $19,501,033 | 148,772 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,364,752 | 185,281 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $21,500,550 | 191,116 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $19,803,322 | 190,857 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,088,064 | 229,597 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $21,177,299 | 229,614 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $23,595,948 | 229,980 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $20,223,543 | 230,494 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $20,095,223 | 233,394 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $13,272,809 | 163,418 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $16,171,096 | 214,984 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,678,455 | 138,699 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $12,101,488 | 132,998 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $11,325,541 | 119,279 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $9,010,597 | 104,229 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $10,864,149 | 113,239 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,264,232 | 112,902 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,476,479 | 27,835 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||