CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in AEP — American Electric Power Co Inc
CIK 1034642
PASADENA, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$396,749
+$16,617 QoQ
Shares Held
2,900
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,238
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $9,493,814 across 12 Utilities - Regulated Electric names. AEP ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,673 | $3,043,249 | |
| 2 | ED |
Consolidated Edison Inc
|
19,350 | $2,140,690 | |
| 3 | SO |
Southern Co
|
9,973 | $954,515 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,554 | $882,080 | |
| 5 | DUK |
Duke Energy CORP
|
3,274 | $414,422 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
2,900 | $396,749 | |
| 7 | EIX |
Edison International
|
4,890 | $364,060 | |
| 8 | AEE |
Ameren Corp
|
2,750 | $310,860 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,749 | 2,900 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $380,132 | 2,900 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $334,399 | 2,900 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $326,250 | 2,900 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $301,215 | 2,903 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $316,883 | 2,900 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $267,467 | 2,900 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $297,540 | 2,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $269,800 | 3,075 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $264,757 | 3,075 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $249,751 | 3,075 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $259,132 | 3,445 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $290,069 | 3,445 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $313,460 | 3,445 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $327,482 | 3,449 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $305,514 | 3,534 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $339,051 | 3,534 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $350,492 | 3,513 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $312,551 | 3,513 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $285,185 | 3,513 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $297,164 | 3,513 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $297,551 | 3,513 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $292,527 | 3,513 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $323,160 | 3,954 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $314,737 | 3,952 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $316,080 | 3,952 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||