Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$124,223
+$877 QoQ
Shares Held
908
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,674
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DUNCKER STREETT & CO INC holds $3,808,072 across 16 Utilities - Regulated Electric names. AEP ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,216 | $808,888 | |
| 2 | SO |
Southern Co
|
5,700 | $545,547 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,235 | $494,520 | |
| 4 | DUK |
Duke Energy CORP
|
3,433 | $434,549 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,553 | $369,521 | |
| 6 | AEE |
Ameren Corp
|
2,984 | $337,311 | |
| 7 | EXC |
Exelon Corp
|
5,692 | $265,361 | |
| 8 | D |
Dominion Energy, Inc
|
2,812 | $192,031 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,223 | 908 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $123,346 | 941 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $108,506 | 941 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $105,862 | 941 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $97,638 | 941 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $102,823 | 941 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $86,788 | 941 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $87,312 | 851 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $74,666 | 851 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $71,721 | 833 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $108,266 | 1,333 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $100,268 | 1,333 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $112,238 | 1,333 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $121,289 | 1,333 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $126,568 | 1,333 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $115,237 | 1,333 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $127,888 | 1,333 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $132,993 | 1,333 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $118,597 | 1,333 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $108,212 | 1,333 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $118,426 | 1,400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $140,940 | 1,664 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $138,561 | 1,664 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $207,921 | 2,544 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $202,604 | 2,544 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $347,433 | 4,344 | Shares | Other | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||