Position in AEP
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$58,036,443
+$4,836,971 QoQ
Shares Held
424,212
+4.5% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#124
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EASTERN BANK holds $136,304,887 across 28 Utilities - Regulated Electric names. AEP ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
762,781 | $67,628,162 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
424,212 | $58,036,443 | |
| 3 | SO |
Southern Co
|
51,165 | $4,897,001 | |
| 4 | ES |
Eversource Energy
|
15,945 | $1,176,262 | |
| 5 | DUK |
Duke Energy CORP
|
6,117 | $774,288 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,197 | $606,853 | |
| 7 | D |
Dominion Energy, Inc
|
7,747 | $538,996 | |
| 8 | ED |
Consolidated Edison Inc
|
3,601 | $398,378 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,036,443 | 424,212 | Shares | Defined | 2026-07-01 | |
| 2026-03-31 | $53,199,472 | 405,855 | Shares | Defined | 2026-04-07 | |
| 2025-12-31 | $45,005,031 | 390,296 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $43,927,425 | 390,466 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $40,151,072 | 386,961 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $40,549,222 | 371,092 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $19,965,580 | 216,476 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $22,413,995 | 218,460 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $18,906,126 | 215,479 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $18,218,328 | 211,595 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,867,281 | 207,674 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $16,390,512 | 217,901 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $18,447,883 | 219,096 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $20,060,746 | 220,472 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $22,558,314 | 237,581 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $25,653,690 | 296,746 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $28,449,950 | 296,539 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $29,860,561 | 299,294 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $26,176,574 | 294,218 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $20,619,556 | 253,998 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $19,586,644 | 231,548 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $19,367,670 | 228,662 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $19,238,450 | 231,037 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,660,638 | 32,554 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,640,463 | 33,155 | Shares | Sole | 2020-09-01 | |
| 2020-03-31 | $2,699,324 | 33,750 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||