TCV Trust & Wealth Management, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1135439
RICHMOND, VA
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$771,608
-$119,735 QoQ
Shares Held
5,640
-17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#936
of 1,971 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TCV Trust & Wealth Management, Inc. holds $7,047,860 across 8 Utilities - Regulated Electric names. AEP ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
41,820 | $2,855,886 | |
| 2 | DUK |
Duke Energy CORP
|
9,740 | $1,232,889 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
5,640 | $771,608 | |
| 4 | NEE |
Nextera Energy Inc
|
7,890 | $692,504 | |
| 5 | SO |
Southern Co
|
6,411 | $613,596 | |
| 6 | OGE |
Oge Energy Corp.
|
7,114 | $346,167 | |
| 7 | EXC |
Exelon Corp
|
6,338 | $295,476 | |
| 8 | ED |
Consolidated Edison Inc
|
2,167 | $239,734 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,608 | 5,640 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $891,343 | 6,800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $815,356 | 7,071 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $774,675 | 6,886 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $698,926 | 6,736 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $717,794 | 6,569 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $603,644 | 6,545 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $673,568 | 6,565 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $578,206 | 6,590 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $558,788 | 6,490 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $527,929 | 6,500 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $536,619 | 7,134 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $499,642 | 5,934 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $590,433 | 6,489 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $544,442 | 5,734 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $617,661 | 6,438 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $586,946 | 5,883 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $473,141 | 5,318 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $413,936 | 5,099 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $407,470 | 4,817 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $383,691 | 4,530 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $409,688 | 4,920 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $376,611 | 4,608 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $366,981 | 4,608 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $370,547 | 4,633 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||