ARCADIA INVESTMENT MANAGEMENT CORP/MI
Position in AEP — American Electric Power Co Inc
CIK 1016972
KALAMAZOO, MI
Position in AEP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$393
+$48 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
9 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 Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $1,663,922 across 7 Utilities - Regulated Electric names. AEP ranks #4 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,901 | $1,569,764 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
802 | $92,847 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5 | $404 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
3 | $393 | |
| 5 | SO |
Southern Co
|
2 | $193 | |
| 6 | EVRG |
Evergy, Inc.
|
2 | $163 | |
| 7 | XEL |
Xcel Energy Inc
|
2 | $158 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393 | 3 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $345 | 3 | Shares | Sole | 2026-02-10 | |
| 2022-12-31 | $6,076 | 64 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,532 | 64 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $6,140 | 64 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,385 | 64 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,694 | 64 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,195 | 64 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,413 | 64 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||