PHILADELPHIA TRUST CO
BankPosition in AEP — American Electric Power Co Inc
CIK 1110806
PHILADELPHIA, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$929,350
-$42,083 QoQ
Shares Held
6,793
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#864
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026PHILADELPHIA TRUST CO holds $10,880,618 across 7 Utilities - Regulated Electric names. AEP ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
48,569 | $6,147,864 | |
| 2 | ED |
Consolidated Edison Inc
|
12,316 | $1,362,519 | |
| 3 | SO |
Southern Co
|
14,020 | $1,341,854 | |
| 4 | AEP |
American Electric Power Co Inc
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|
6,793 | $929,350 | |
| 5 | PPL |
PPL Corp
|
13,358 | $485,563 | |
| 6 | NEE |
Nextera Energy Inc
|
3,877 | $340,284 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,366 | $273,184 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,350 | 6,793 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $971,433 | 7,411 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $458,472 | 3,976 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $229,500 | 2,040 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||