STRATEGY ASSET MANAGERS LLC
Position in AEP — American Electric Power Co Inc
CIK 1166716
PASADENA, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$972,171
+$40,848 QoQ
Shares Held
7,106
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#845
of 1,965 holders
Holding Since
Mar 2020
7 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, 2026STRATEGY ASSET MANAGERS LLC holds $12,909,172 across 8 Utilities - Regulated Electric names. AEP ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
46,131 | $5,839,261 | |
| 2 | NGG |
National Grid PLC
|
49,645 | $4,114,081 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
7,106 | $972,171 | |
| 4 | NEE |
Nextera Energy Inc
|
5,999 | $526,532 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,408 | $397,952 | |
| 6 | CMS |
Cms Energy Corp
|
5,157 | $394,510 | |
| 7 | ETR |
Entergy Corp /De/
|
3,008 | $345,498 | |
| 8 | EIX |
Edison International
|
4,287 | $319,167 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,171 | 7,106 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $931,323 | 7,105 | Shares | Sole | 2026-05-12 | |
| 2022-12-31 | $758,270 | 7,986 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $689,611 | 7,977 | Shares | Sole | 2022-10-11 | |
| 2020-09-30 | $304,607 | 3,727 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $296,818 | 3,727 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $266,413 | 3,331 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||