Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$270,062
+$44,081 QoQ
Shares Held
1,974
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,446
of 1,972 holders
Holding Since
Mar 2020
7 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, 2026GREAT LAKES ADVISORS, LLC holds $226,590,458 across 17 Utilities - Regulated Electric names. AEP ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
886,332 | $112,191,902 | |
| 2 | NEE |
Nextera Energy Inc
|
715,249 | $62,777,401 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
251,089 | $20,378,383 | |
| 4 | POR |
Portland General Electric Co /Or/
|
149,638 | $7,755,736 | |
| 5 | AEE |
Ameren Corp
|
46,500 | $5,256,360 | |
| 6 | EVRG |
Evergy, Inc.
|
39,695 | $3,430,838 | |
| 7 | SO |
Southern Co
|
32,151 | $3,077,171 | |
| 8 | TXNM |
Txnm Energy Inc
|
41,484 | $2,355,461 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,062 | 1,974 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $225,981 | 1,724 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $212,976 | 1,847 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $202,050 | 1,796 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $247,933 | 2,269 | Shares | Sole | 2025-05-16 | |
| 2024-09-30 | $638,992 | 6,228 | Shares | Sole | 2024-11-04 | |
| 2020-03-31 | $637,520 | 7,971 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||