Welch & Forbes LLC

Position in AEP — American Electric Power Co Inc

CIK 105495 Boston, MA

Position in AEP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$741,510

+$164,103 QoQ

Shares Held

5,420

+23.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#956

of 1,968 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Utilities · as of Jun 30, 2026

Welch & Forbes LLC holds $76,816,575 across 10 Utilities - Regulated Electric names. AEP ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	696,876	$61,164,806
2	DUK	Duke Energy CORP	61,942	$7,840,618
3	LNT	Alliant Energy Corp	50,264	$3,834,640
4	WEC	Wec Energy Group, Inc.	11,648	$1,360,136
5	AEP	American Electric Power Co Inc This page	5,420	$741,510
6	SO	Southern Co	6,216	$594,933
7	ES	Eversource Energy	6,203	$448,290
8	PEG	Public Service Enterprise Group Inc	4,112	$333,729

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$741,510	5,420	+23.0%	Shares	Sole	2026-07-30
2026-03-31	$577,407	4,405	-2.2%	Shares	Sole	2026-05-01
2025-12-31	$519,471	4,505	+1.1%	Shares	Sole	2026-02-10
2025-09-30	$501,300	4,456	-0.4%	Shares	Sole	2025-11-04
2025-06-30	$464,326	4,475	0.0%	Shares	Sole	2025-08-05
2025-03-31	$488,983	4,475	0.0%	Shares	Sole	2025-05-02
2024-12-31	$412,729	4,475	-1.4%	Shares	Sole	2025-02-07
2024-09-30	$465,701	4,539	+12.8%	Shares	Sole	2024-11-04
2024-06-30	$353,065	4,024	-7.0%	Shares	Sole	2024-08-02
2024-03-31	$372,382	4,325	-0.7%	Shares	Sole	2024-05-03
2023-12-31	$353,794	4,356	-0.1%	Shares	Sole	2024-02-06
2023-09-30	$327,883	4,359	+6.1%	Shares	Sole	2023-11-03
2023-06-30	$346,062	4,110	-5.8%	Shares	Sole	2023-07-28
2023-03-31	$396,807	4,361	-0.0%	Shares	Sole	2023-04-14
2022-12-31	$414,171	4,362	+1.4%	Shares	Sole	2023-02-02
2022-09-30	$371,994	4,303	0.0%	Shares	Sole	2022-10-31
2022-06-30	$412,829	4,303	+1.9%	Shares	Sole	2022-07-22
2022-03-31	$421,328	4,223	-0.7%	Shares	Sole	2022-04-25
2021-12-31	$378,389	4,253	0.0%	Shares	Sole	2022-01-19
2021-09-30	$345,258	4,253	+5.2%	Shares	Sole	2021-10-13
2021-06-30	$341,997	4,043	0.0%	Shares	Sole	2021-07-22
2021-03-31	$342,442	4,043	+5.5%	Shares	Sole	2021-04-14
2020-12-31	$319,257	3,834	-2.9%	Shares	Sole	2021-01-20
2020-09-30	$322,833	3,950	-11.0%	Shares	Sole	2020-10-23
2020-06-30	$353,442	4,438	+2.4%	Shares	Sole	2020-07-15
2020-03-31	$346,633	4,334	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.