Position in AEP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,897,027
+$705,771 QoQ
Shares Held
44,988
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PITTENGER & ANDERSON INC holds $15,187,929 across 15 Utilities - Regulated Electric names. AEP ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
44,988 | $5,897,027 | |
| 2 | NGG |
National Grid PLC
|
57,145 | $4,834,467 | |
| 3 | NEE |
Nextera Energy Inc
|
22,725 | $2,110,698 | |
| 4 | DUK |
Duke Energy CORP
|
7,250 | $949,315 | |
| 5 | D |
Dominion Energy, Inc
|
12,285 | $759,458 | |
| 6 | LNT |
Alliant Energy Corp
|
4,190 | $300,674 | |
| 7 | AEE |
Ameren Corp
|
868 | $95,410 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,026 | $83,054 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,897,027 | 44,988 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,191,256 | 45,020 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,060,250 | 44,980 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,651,560 | 44,830 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,788,757 | 43,825 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,946,982 | 42,795 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,377,429 | 42,665 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,730,704 | 42,520 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,635,142 | 42,220 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,429,108 | 42,220 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,175,788 | 42,220 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,497,668 | 41,540 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,724,675 | 40,935 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,870,162 | 40,760 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,523,702 | 40,760 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,843,836 | 40,065 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,975,335 | 39,845 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,471,164 | 39,015 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,010,560 | 37,085 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,088,803 | 36,515 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,029,295 | 35,765 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,861,157 | 34,360 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,704,854 | 33,095 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,536,534 | 31,850 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,430,992 | 30,395 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||