ZACKS INVESTMENT MANAGEMENT
Position in AEP — American Electric Power Co Inc
CIK 1086483
Chicago, IL
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$108,781,735
+$5,080,154 QoQ
Shares Held
795,130
+0.5% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#82
of 1,972 holders
Holding Since
Mar 2020
25 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, 2026ZACKS INVESTMENT MANAGEMENT holds $281,082,896 across 16 Utilities - Regulated Electric names. AEP ranks #1 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
795,130 | $108,781,735 | |
| 2 | SO |
Southern Co
|
1,037,823 | $99,330,039 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
689,319 | $55,945,130 | |
| 4 | AEE |
Ameren Corp
|
59,194 | $6,691,289 | |
| 5 | ED |
Consolidated Edison Inc
|
35,404 | $3,916,744 | |
| 6 | NEE |
Nextera Energy Inc
|
25,673 | $2,253,319 | |
| 7 | ES |
Eversource Energy
|
11,310 | $817,373 | |
| 8 | DUK |
Duke Energy CORP
|
4,404 | $557,458 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,781,735 | 795,130 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $103,701,581 | 791,132 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $91,182,304 | 790,758 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $87,622,425 | 778,866 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $80,492,027 | 775,752 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $83,867,566 | 767,526 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $69,029,174 | 748,446 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $80,207,447 | 781,749 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $60,807,091 | 706,238 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,566,187 | 314,777 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,738,529 | 315,588 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,848,052 | 306,984 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $26,803,834 | 294,580 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,707,630 | 281,281 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,861,842 | 276,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,733,297 | 278,646 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,395,849 | 264,567 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,134,333 | 215,065 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $14,215,592 | 175,112 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,799,266 | 127,666 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,686,429 | 126,168 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,424,488 | 125,189 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $52,068,139 | 637,075 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $51,098,298 | 641,616 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $50,104,910 | 626,468 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||