CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Position in AEP — American Electric Power Co Inc
CIK 1033984
RADNOR, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$212,678,532
+$114,165,227 QoQ
Shares Held
1,554,554
+106.8% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#50
of 1,972 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC holds $1,447,917,088 across 16 Utilities - Regulated Electric names. AEP ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
2,692,983 | $216,246,534 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,554,554 | $212,678,532 | |
| 3 | PPL |
PPL Corp
|
5,283,738 | $192,063,875 | |
| 4 | EVRG |
Evergy, Inc.
|
1,777,469 | $153,626,645 | |
| 5 | SO |
Southern Co
|
1,496,314 | $143,212,212 | |
| 6 | PCG |
PG&E Corp
|
7,091,740 | $119,283,066 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,003,363 | $117,162,697 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,199,814 | $97,376,903 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,678,532 | 1,554,554 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $98,513,305 | 751,551 | Shares | Defined | 2026-05-14 | |
| 2024-12-31 | $3,008,542 | 32,620 | Shares | Sole | 2025-02-06 | |
| 2023-09-30 | $14,856,476 | 197,507 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,958,107 | 355,797 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $95,614,111 | 1,050,820 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $131,930,841 | 1,389,477 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $147,224,004 | 1,702,996 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $163,062,310 | 1,699,628 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $147,200,458 | 1,475,398 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $109,574,562 | 1,231,590 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $82,950,698 | 1,021,812 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $66,967,957 | 791,677 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $50,369,226 | 594,678 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $37,557,601 | 451,034 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $32,351,185 | 395,830 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $26,061,712 | 327,244 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $19,932,055 | 249,213 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||