Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$986,810
+$511,835 QoQ
Shares Held
7,213
+70.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#845
of 1,972 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. AEP ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
512,469 | $59,841,005 | |
| 2 | MGEE |
Mge Energy Inc
|
530,621 | $43,266,836 | |
| 3 | IDA |
Idacorp Inc
|
277,281 | $41,952,615 | |
| 4 | NEE |
Nextera Energy Inc
|
476,755 | $41,844,786 | |
| 5 | ETR |
Entergy Corp /De/
|
336,328 | $38,630,634 | |
| 6 | DTE |
Dte Energy Co
|
84,715 | $12,908,024 | |
| 7 | LNT |
Alliant Energy Corp
|
146,672 | $11,189,606 | |
| 8 | SO |
Southern Co
|
36,614 | $3,504,325 |
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,810 | 7,213 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $474,975 | 4,222 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $328,296 | 3,164 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $313,277 | 2,867 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $265,899 | 2,883 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $284,099 | 2,769 | Shares | Defined | 2024-11-14 | |
| 2023-03-31 | $235,846 | 2,592 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $315,044 | 3,318 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $303,525 | 3,511 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $299,140 | 3,118 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $211,412 | 2,119 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||