Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,097,565
+$293,465 QoQ
Shares Held
51,879
-0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#374
of 1,968 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $174,202,184 across 24 Utilities - Regulated Electric names. AEP ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,908 | $91,799,345 | |
| 2 | DUK |
Duke Energy CORP
|
217,905 | $27,582,414 | |
| 3 | SO |
Southern Co
|
107,859 | $10,323,184 | |
| 4 | D |
Dominion Energy, Inc
|
107,530 | $7,343,223 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
51,879 | $7,097,565 | |
| 6 | EIX |
Edison International
|
69,677 | $5,187,452 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,585 | $4,272,030 | |
| 8 | AEE |
Ameren Corp
|
37,501 | $4,239,113 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,097,565 | 51,879 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,804,100 | 51,908 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,932,238 | 51,446 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,164,200 | 45,904 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,351,071 | 41,934 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,345,995 | 39,773 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,515,899 | 38,121 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,014,943 | 39,132 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,258,839 | 37,142 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,962,821 | 22,797 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,255,154 | 27,766 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,149,486 | 28,576 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,288,135 | 27,175 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,479,204 | 27,247 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,350,962 | 24,760 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,747,759 | 20,217 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,053,691 | 21,406 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,677,627 | 26,838 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,349,252 | 26,405 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,575,947 | 19,413 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,645,190 | 19,449 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,350,372 | 15,943 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,270,034 | 15,252 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,412,130 | 17,278 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,421,414 | 17,848 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,672,701 | 20,914 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||