Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,571,262
+$83,505 QoQ
Shares Held
11,485
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#701
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. AEP ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
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|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571,262 | 11,485 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,487,757 | 11,350 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,252,266 | 10,860 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,195,537 | 10,627 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,057,106 | 10,188 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,109,308 | 10,152 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $898,873 | 9,746 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $962,080 | 9,377 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $791,239 | 9,018 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $743,731 | 8,638 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $691,019 | 8,508 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,078,805 | 14,342 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,127,774 | 13,394 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,360,482 | 14,952 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,367,849 | 14,406 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $1,152,119 | 13,327 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,228,991 | 12,810 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,184,170 | 11,869 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $1,065,682 | 11,978 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $944,285 | 11,632 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,091,126 | 12,899 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,067,558 | 12,604 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $942,200 | 11,315 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $1,111,446 | 13,599 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $1,086,289 | 13,640 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,187,942 | 14,853 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||