Position in AEP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$217,834,505
+$27,263,288 QoQ
Shares Held
1,661,844
+0.6% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.95751707139779.ToString("F0")%
Shared 0.ToString("F0")%
None 0.04248292860220334.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BESSEMER GROUP INC holds $1,775,443,964 across 36 Utilities - Regulated Electric names. AEP ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,187,013 | $946,169,762 | |
| 2 | AEE |
Ameren Corp
|
2,758,605 | $303,225,855 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
1,661,844 | $217,834,505 | |
| 4 | DUK |
Duke Energy CORP
|
1,200,569 | $157,202,499 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,148,527 | $132,964,964 | |
| 6 | SO |
Southern Co
|
24,145 | $2,330,472 | |
| 7 | CNP |
Centerpoint Energy Inc
|
53,141 | $2,293,562 | |
| 8 | XEL |
Xcel Energy Inc
|
17,589 | $1,397,268 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,834,505 | 1,661,844 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $190,571,217 | 1,652,686 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $242,938,798 | 2,159,456 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $182,930,950 | 1,763,020 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $192,826,250 | 1,764,677 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $3,487,120 | 37,809 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,760,698 | 36,654 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $460,455 | 5,248 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $475,441 | 5,522 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $468,069 | 5,763 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $507,958 | 6,753 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $480,948 | 5,712 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $623,552 | 6,853 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $513,107 | 5,404 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $659,352 | 7,627 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $485,071 | 5,056 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $472,609 | 4,737 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $343,065 | 3,856 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $399,728 | 4,924 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $354,346 | 4,189 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $349,978 | 4,132 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $282,617 | 3,394 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $206,285 | 2,524 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,212,039 | 15,219 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $316,080 | 3,952 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||