Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,866,635
+$237,835 QoQ
Shares Held
13,644
+9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#659
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, 2026CI INVESTMENTS INC. holds $300,610,261 across 18 Utilities - Regulated Electric names. AEP ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
962,755 | $110,582,039 | |
| 2 | NEE |
Nextera Energy Inc
|
991,497 | $87,023,691 | |
| 3 | OGE |
Oge Energy Corp.
|
707,764 | $34,439,796 | |
| 4 | CNP |
Centerpoint Energy Inc
|
690,850 | $30,425,034 | |
| 5 | PCG |
PG&E Corp
|
427,033 | $7,182,695 | |
| 6 | EXC |
Exelon Corp
|
121,811 | $5,678,828 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
45,855 | $5,354,488 | |
| 8 | SO |
Southern Co
|
40,184 | $3,846,010 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,866,635 | 13,644 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,628,800 | 12,426 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,355,238 | 11,753 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,019,587 | 9,063 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,182,760 | 11,399 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,056,422 | 9,668 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $314,043 | 3,405 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $280,508 | 2,734 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $350,433 | 3,994 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $326,405 | 3,791 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $220,512 | 2,715 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $826,968 | 10,994 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $233,065 | 2,768 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $992,700 | 10,910 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,861,028 | 325,024 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,511,232 | 17,481 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,136,775 | 22,272 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,639,320 | 16,431 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $104,984 | 1,180 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $91,814 | 1,131 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $91,695 | 1,084 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $93,762 | 1,107 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $108,334 | 1,301 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $99,465 | 1,217 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $107,514 | 1,350 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,650,787 | 20,640 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||