Chesley Taft & Associates LLC

Position in AEP — American Electric Power Co Inc

CIK 1164632 CHICAGO, IL

Position in AEP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$415,765

+$20,428 QoQ

Shares Held

3,039

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,210

of 1,968 holders

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Utilities · as of Jun 30, 2026

Chesley Taft & Associates LLC holds $18,614,682 across 8 Utilities - Regulated Electric names. AEP ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	144,257	$12,661,436
2	DUK	Duke Energy CORP	11,633	$1,472,505
3	D	Dominion Energy, Inc	18,257	$1,246,770
4	SO	Southern Co	10,822	$1,035,773
5	CMS	Cms Energy Corp	12,920	$988,379
6	WEC	Wec Energy Group, Inc.	4,460	$520,794
7	AEP	American Electric Power Co Inc This page	3,039	$415,765
8	XEL	Xcel Energy Inc	3,403	$273,260

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,765	3,039	+0.8%	Shares	Sole	2026-07-08
2026-03-31	$395,337	3,016	-0.8%	Shares	Sole	2026-04-13
2025-12-31	$350,657	3,041	+5.6%	Shares	Sole	2026-01-14
2025-09-30	$324,000	2,880	+10.9%	Shares	Sole	2025-10-08
2025-06-30	$269,360	2,596	+2.2%	Shares	Sole	2025-07-09
2025-03-31	$277,655	2,541	0.0%	Shares	Sole	2025-04-10
2024-12-31	$234,356	2,541	0.0%	Shares	Sole	2025-01-17
2024-09-30	$260,706	2,541	-36.5%	Shares	Sole	2024-10-07
2023-06-30	$337,136	4,004	-29.9%	Shares	Sole	2023-07-18
2023-03-31	$519,461	5,709	-26.6%	Shares	Sole	2023-04-11
2022-12-31	$738,331	7,776	-5.3%	Shares	Sole	2023-01-20
2022-09-30	$709,581	8,208	+2.1%	Shares	Sole	2022-10-13
2022-06-30	$771,165	8,038	+2.4%	Shares	Sole	2022-07-07
2022-03-31	$782,795	7,846	+21.1%	Shares	Sole	2022-04-14
2021-12-31	$576,614	6,481	+24.6%	Shares	Sole	2022-01-05
2021-09-30	$422,217	5,201	—	Shares	Sole	2021-10-05
No filing history on record for this holder in this stock.