Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$83,315,511
-$72,699,836 QoQ
Shares Held
608,987
-48.8% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#96
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PRUDENTIAL FINANCIAL INC holds $910,888,919 across 31 Utilities - Regulated Electric names. AEP ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,744,393 | $153,105,372 | |
| 2 | DUK |
Duke Energy CORP
|
1,154,750 | $146,168,254 | |
| 3 | PCG |
PG&E Corp
|
5,090,377 | $85,620,140 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
608,987 | $83,315,511 | |
| 5 | SO |
Southern Co
|
609,584 | $58,343,284 | |
| 6 | EIX |
Edison International
|
593,145 | $44,159,644 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
457,776 | $37,153,099 | |
| 8 | D |
Dominion Energy, Inc
|
416,352 | $28,432,677 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,315,511 | 608,987 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $156,015,347 | 1,190,230 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $133,302,510 | 1,156,036 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $114,811,200 | 1,020,544 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $63,741,738 | 614,319 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $78,355,330 | 717,080 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $84,645,188 | 917,762 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $35,134,752 | 342,444 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $39,169,678 | 446,429 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $33,424,277 | 388,203 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $43,986,800 | 541,576 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $34,923,666 | 464,287 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $39,545,876 | 469,666 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $43,159,559 | 474,333 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $43,388,160 | 456,958 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $38,184,704 | 441,697 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $43,546,300 | 453,891 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $44,578,033 | 446,808 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $41,514,823 | 466,616 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,618,161 | 463,392 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,844,088 | 471,026 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $40,838,612 | 482,156 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $33,571,295 | 403,162 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $302,482 | 3,701 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $179,986 | 2,260 | Shares | Defined | 2021-08-05 | |
| 2020-03-31 | $113,091 | 1,414 | Shares | Defined | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||