COLDSTREAM CAPITAL MANAGEMENT INC
Position in AEP — American Electric Power Co Inc
CIK 1082339
BELLEVUE, WA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,634,742
+$207,675 QoQ
Shares Held
11,949
+9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#689
of 1,972 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $39,375,439 across 28 Utilities - Regulated Electric names. AEP ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
86,596 | $7,600,530 | |
| 2 | DUK |
Duke Energy CORP
|
51,809 | $6,557,983 | |
| 3 | LNT |
Alliant Energy Corp
|
37,870 | $2,889,102 | |
| 4 | SO |
Southern Co
|
29,930 | $2,864,600 | |
| 5 | ETR |
Entergy Corp /De/
|
16,283 | $1,870,265 | |
| 6 | D |
Dominion Energy, Inc
|
25,932 | $1,770,896 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
11,949 | $1,634,742 | |
| 8 | XEL |
Xcel Energy Inc
|
18,636 | $1,496,470 |
All Filings in AEP
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,634,742 | 11,949 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,427,067 | 10,887 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,166,937 | 10,120 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,098,900 | 9,768 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $989,559 | 9,537 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,002,115 | 9,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $779,251 | 8,449 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $886,771 | 8,643 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $676,387 | 7,709 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $678,209 | 7,877 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $578,205 | 7,119 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $490,810 | 6,525 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $490,296 | 5,823 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $582,426 | 6,401 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $574,637 | 6,052 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $529,300 | 5,517 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $504,536 | 5,057 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $457,216 | 5,139 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $229,069 | 2,708 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $207,006 | 2,444 | Shares | Sole | 2021-06-16 | |
| No filing history on record for this holder in this stock. | ||||||