Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$388,266
+$106,707 QoQ
Shares Held
2,838
+32.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,242
of 1,965 holders
Holding Since
Mar 2020
23 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, 2026FOSTER & MOTLEY INC holds $8,626,827 across 9 Utilities - Regulated Electric names. AEP ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
42,686 | $3,177,972 | |
| 2 | EXC |
Exelon Corp
|
31,235 | $1,456,175 | |
| 3 | ETR |
Entergy Corp /De/
|
11,497 | $1,320,545 | |
| 4 | CMS |
Cms Energy Corp
|
8,029 | $614,218 | |
| 5 | OGE |
Oge Energy Corp.
|
11,221 | $546,013 | |
| 6 | DUK |
Duke Energy CORP
|
3,405 | $431,004 | |
| 7 | ED |
Consolidated Edison Inc
|
3,779 | $418,070 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
2,838 | $388,266 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,266 | 2,838 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $281,559 | 2,148 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $257,025 | 2,229 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $245,137 | 2,179 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $225,055 | 2,169 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $249,681 | 2,285 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $208,900 | 2,265 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $256,397 | 2,499 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $222,771 | 2,539 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $225,065 | 2,614 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $219,294 | 2,700 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $232,139 | 2,757 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $248,584 | 2,732 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $259,403 | 2,732 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $201,474 | 2,100 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $210,614 | 2,111 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $209,346 | 2,353 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $226,701 | 2,680 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $218,526 | 2,580 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $237,319 | 2,850 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $259,737 | 3,178 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $255,564 | 3,209 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $391,022 | 4,889 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||