ALBION FINANCIAL GROUP /UT
Position in AEP — American Electric Power Co Inc
CIK 1054677
SALT LAKE CITY, UT
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,397,514
+$57,484 QoQ
Shares Held
10,215
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#740
of 1,968 holders
Holding Since
Mar 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, 2026ALBION FINANCIAL GROUP /UT holds $24,463,174 across 13 Utilities - Regulated Electric names. AEP ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
64,349 | $7,514,032 | |
| 2 | SO |
Southern Co
|
76,979 | $7,367,660 | |
| 3 | ED |
Consolidated Edison Inc
|
43,825 | $4,848,359 | |
| 4 | AEP |
American Electric Power Co Inc
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|
10,215 | $1,397,514 | |
| 5 | EVRG |
Evergy, Inc.
|
13,683 | $1,182,621 | |
| 6 | DUK |
Duke Energy CORP
|
8,048 | $1,018,715 | |
| 7 | NEE |
Nextera Energy Inc
|
11,595 | $1,017,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
762 | $61,843 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,397,514 | 10,215 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,340,030 | 10,223 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,178,122 | 10,217 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,432,125 | 12,730 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,231,319 | 11,867 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,296,707 | 11,867 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,118,934 | 12,132 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,233,252 | 12,020 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,054,634 | 12,020 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,034,922 | 12,020 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $976,264 | 12,020 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $904,144 | 12,020 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,012,084 | 12,020 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,105,528 | 12,150 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,174,056 | 12,365 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,113,476 | 12,880 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,236,090 | 12,884 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,380,517 | 13,837 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,323,250 | 14,873 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,206,334 | 14,860 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,257,007 | 14,860 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,330,654 | 15,980 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,301,141 | 15,920 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,259,904 | 15,820 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,262,484 | 15,785 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||