MAI Capital Management
Position in AEP — American Electric Power Co Inc
CIK 1040197
INDEPENDENCE, OH
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,011,400
+$1,175,307 QoQ
Shares Held
65,868
+10.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#325
of 1,968 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. AEP ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
242,161 | $23,177,228 | |
| 2 | NEE |
Nextera Energy Inc
|
234,271 | $20,561,965 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
65,868 | $9,011,400 | |
| 4 | DUK |
Duke Energy CORP
|
47,112 | $5,963,436 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
38,528 | $3,126,931 | |
| 6 | D |
Dominion Energy, Inc
|
45,400 | $3,100,365 | |
| 7 | PCG |
PG&E Corp
|
175,129 | $2,945,669 | |
| 8 | ED |
Consolidated Edison Inc
|
21,120 | $2,336,505 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,011,400 | 65,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,836,093 | 59,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,320,403 | 46,140 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,867,875 | 43,270 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,482,016 | 43,196 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,683,202 | 42,859 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,773,590 | 40,915 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,638,009 | 15,965 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,872,196 | 21,338 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,889,120 | 21,941 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,288,067 | 15,859 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,453,476 | 19,323 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,678,106 | 19,930 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,201,048 | 24,190 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,405,938 | 25,339 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,899,133 | 21,968 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,041,699 | 21,281 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,155,032 | 21,600 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,010,899 | 22,602 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,664,190 | 20,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $719,945 | 8,511 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,169,876 | 13,812 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,910,920 | 70,985 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,492,337 | 67,201 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,601,917 | 57,784 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||