KCM INVESTMENT ADVISORS LLC
Position in AEP — American Electric Power Co Inc
CIK 1109228
GREENBRAE, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$862,997
-$14,845 QoQ
Shares Held
6,308
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#888
of 1,968 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, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. AEP ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,997 | 6,308 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $877,842 | 6,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $765,773 | 6,641 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $737,550 | 6,556 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $662,715 | 6,387 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $738,993 | 6,763 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $622,275 | 6,747 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $656,024 | 6,394 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $560,658 | 6,390 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $547,854 | 6,363 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $513,797 | 6,326 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $475,540 | 6,322 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $548,815 | 6,518 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $844,114 | 9,277 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $933,168 | 9,828 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $849,371 | 9,825 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $890,323 | 9,280 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $921,675 | 9,238 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $761,939 | 8,564 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $648,709 | 7,991 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $675,704 | 7,988 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $676,329 | 7,985 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $635,350 | 7,630 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $497,327 | 6,085 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $487,795 | 6,125 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $532,426 | 6,657 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||