MassMutual Private Wealth & Trust, FSB
Position in AEP — American Electric Power Co Inc
CIK 1103653
Windsor, CT
Position in AEP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,702,676
+$302,162 QoQ
Shares Held
56,302
-0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#355
of 1,965 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, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. AEP ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,702,676 | 56,302 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $7,400,514 | 56,458 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,666,647 | 57,815 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,634,237 | 58,971 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,176,417 | 59,526 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,460,588 | 59,125 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $5,098,658 | 55,282 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,729,389 | 55,842 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $4,850,969 | 55,288 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $4,645,869 | 53,959 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,967,372 | 36,535 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $3,241,605 | 43,095 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $3,572,942 | 42,434 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,917,392 | 43,053 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $49,184 | 518 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $37,432 | 433 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $35,018 | 365 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $53,376 | 535 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $44,573 | 501 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $75,740 | 933 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $42,717 | 505 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $36,421 | 430 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $70,196 | 843 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $42,172 | 516 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $331,063 | 4,157 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $38,230 | 478 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||