FIRST CITIZENS BANK & TRUST CO
BankPosition in AEP — American Electric Power Co Inc
CIK 1092203
RALEIGH, NC
Position in AEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$795,960
+$112,903 QoQ
Shares Held
5,818
+11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#922
of 1,972 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, 2026FIRST CITIZENS BANK & TRUST CO holds $86,323,908 across 18 Utilities - Regulated Electric names. AEP ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
171,548 | $21,714,544 | |
| 2 | EVRG |
Evergy, Inc.
|
188,646 | $16,304,673 | |
| 3 | FE |
Firstenergy Corp
|
338,879 | $16,110,307 | |
| 4 | EXC |
Exelon Corp
|
310,633 | $14,481,709 | |
| 5 | SO |
Southern Co
|
51,279 | $4,907,912 | |
| 6 | NEE |
Nextera Energy Inc
|
47,088 | $4,132,913 | |
| 7 | EIX |
Edison International
|
35,072 | $2,611,110 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
18,358 | $1,314,799 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,960 | 5,818 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $683,057 | 5,211 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,970,866 | 51,781 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $563,175 | 5,006 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $517,347 | 4,986 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $554,217 | 5,072 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $459,489 | 4,982 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,357,071 | 32,720 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,823,648 | 32,182 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,615,459 | 30,377 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,337,917 | 28,785 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,390,641 | 31,782 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,091,234 | 36,713 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,793,847 | 30,705 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,242,339 | 23,616 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,335,359 | 27,014 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,946,238 | 20,286 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,232,957 | 12,358 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,071,375 | 12,042 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $988,122 | 12,172 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,032,082 | 12,201 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,085,091 | 12,811 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,027,051 | 12,334 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,276,132 | 15,614 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,244,215 | 15,623 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,632,311 | 20,409 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||