HOLDERNESS INVESTMENTS CO
Position in AEP — American Electric Power Co Inc
CIK 1184820
GREENSBORO, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$420,143
+$7,504 QoQ
Shares Held
3,071
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,207
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOLDERNESS INVESTMENTS CO holds $13,015,780 across 8 Utilities - Regulated Electric names. AEP ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,566 | $5,261,424 | |
| 2 | SO |
Southern Co
|
28,072 | $2,686,771 | |
| 3 | FE |
Firstenergy Corp
|
38,641 | $1,836,993 | |
| 4 | NEE |
Nextera Energy Inc
|
10,689 | $938,173 | |
| 5 | D |
Dominion Energy, Inc
|
12,556 | $857,449 | |
| 6 | ES |
Eversource Energy
|
9,335 | $674,640 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
3,071 | $420,143 | |
| 8 | ED |
Consolidated Edison Inc
|
3,075 | $340,187 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,143 | 3,071 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $412,639 | 3,148 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $338,550 | 2,936 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $332,662 | 2,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $306,403 | 2,953 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $322,237 | 2,949 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $274,292 | 2,974 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $335,502 | 3,270 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $294,016 | 3,351 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $288,176 | 3,347 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $271,843 | 3,347 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $254,920 | 3,389 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $284,932 | 3,384 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $307,455 | 3,379 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $319,411 | 3,364 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $294,016 | 3,401 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $288,107 | 3,003 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $299,210 | 2,999 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $231,410 | 2,601 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $211,149 | 2,601 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $277,455 | 3,280 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $277,816 | 3,280 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $235,654 | 2,830 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $231,295 | 2,830 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $225,381 | 2,830 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $226,343 | 2,830 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||