LVM CAPITAL MANAGEMENT LTD/MI
Position in AEP — American Electric Power Co Inc
CIK 1053054
PORTAGE, MI
Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$279,776
+$11,718 QoQ
Shares Held
2,045
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,422
of 1,972 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $23,917,347 across 7 Utilities - Regulated Electric names. AEP ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
129,107 | $19,533,889 | |
| 2 | NEE |
Nextera Energy Inc
|
21,716 | $1,906,013 | |
| 3 | DUK |
Duke Energy CORP
|
6,941 | $878,591 | |
| 4 | D |
Dominion Energy, Inc
|
8,980 | $613,244 | |
| 5 | SO |
Southern Co
|
4,974 | $476,061 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
2,045 | $279,776 | |
| 7 | DTE |
Dte Energy Co
|
1,508 | $229,773 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,776 | 2,045 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $268,058 | 2,045 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $219,089 | 1,900 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $213,750 | 1,900 | Shares | Sole | 2025-10-09 | |
| 2025-03-31 | $222,145 | 2,033 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||