Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,286,561
+$95,569 QoQ
Shares Held
9,404
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#765
of 1,972 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, 2026AVIVA PLC holds $851,841,151 across 24 Utilities - Regulated Electric names. AEP ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,460,839 | $215,987,839 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
1,749,802 | $142,013,930 | |
| 3 | EXC |
Exelon Corp
|
1,769,213 | $82,480,710 | |
| 4 | FTS |
Fortis Inc.
|
1,342,109 | $76,808,898 | |
| 5 | ETR |
Entergy Corp /De/
|
659,074 | $75,701,239 | |
| 6 | CMS |
Cms Energy Corp
|
941,925 | $72,057,262 | |
| 7 | ED |
Consolidated Edison Inc
|
565,610 | $62,573,434 | |
| 8 | ES |
Eversource Energy
|
627,307 | $45,335,476 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,561 | 9,404 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,190,992 | 9,086 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,047,706 | 9,086 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,022,175 | 9,086 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $942,763 | 9,086 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $946,496 | 8,662 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $798,896 | 8,662 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $888,721 | 8,662 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $733,594 | 8,361 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $679,587 | 7,893 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $641,069 | 7,893 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $593,711 | 7,893 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $647,750 | 7,693 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $699,986 | 7,693 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $730,450 | 7,693 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $676,125 | 7,821 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,811,068 | 70,993 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $9,249,277 | 92,706 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,319,431 | 149,707 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $12,427,277 | 153,083 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,581,009 | 160,551 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,947,887 | 164,674 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $13,699,330 | 164,517 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $13,099,929 | 160,283 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,178,190 | 165,472 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,892,605 | 173,701 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||