BURKE & HERBERT BANK & TRUST CO

Bank

Position in AEP — American Electric Power Co Inc

CIK 1101250 ALEXANDRIA, VA

Position in AEP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,494,374

+$33,096 QoQ

Shares Held

10,923

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#720

of 1,972 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BURKE & HERBERT BANK & TRUST CO holds $7,387,292 across 5 Utilities - Regulated Electric names. AEP ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	13,997	$1,771,740
2	NEE	Nextera Energy Inc	19,391	$1,701,947
3	AEP	American Electric Power Co Inc This page	10,923	$1,494,374
4	SO	Southern Co	13,050	$1,249,015
5	D	Dominion Energy, Inc	17,136	$1,170,216

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,494,374	10,923	-2.0%	Shares	Sole	2026-08-07
2026-03-31	$1,461,278	11,148	-0.4%	Shares	Sole	2026-05-08
2025-12-31	$1,290,664	11,193	+0.7%	Shares	Sole	2026-02-12
2025-09-30	$1,250,662	11,117	-3.5%	Shares	Sole	2025-11-07
2025-06-30	$1,195,937	11,526	-1.8%	Shares	Sole	2025-07-31
2025-03-31	$1,281,955	11,732	-0.4%	Shares	Sole	2025-04-29
2024-12-31	$1,086,376	11,779	-0.5%	Shares	Sole	2025-01-31
2024-09-30	$1,214,168	11,834	-1.7%	Shares	Sole	2024-10-23
2024-06-30	$1,056,300	12,039	+437.7%	Shares	Sole	2024-07-16
2023-03-31	$203,726	2,239	0.0%	Shares	Sole	2023-04-13
2022-12-31	$212,593	2,239	-4.9%	Shares	Sole	2023-01-11
2022-06-30	$225,842	2,354	-4.8%	Shares	Sole	2022-07-08
2022-03-31	$246,730	2,473	-6.8%	Shares	Sole	2022-04-20
2021-12-31	$236,125	2,654	+2.3%	Shares	Sole	2022-01-13
2021-09-30	$210,580	2,594	0.0%	Shares	Sole	2021-10-08
2021-06-30	$219,426	2,594	0.0%	Shares	Sole	2021-07-14
2021-03-31	$219,711	2,594	—	Shares	Sole	2021-04-12
No filing history on record for this holder in this stock.