WATERS PARKERSON & CO., LLC
Position in AEP — American Electric Power Co Inc
CIK 1222993
NEW ORLEANS, LA
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$17,532,201
+$6,262,598 QoQ
Shares Held
128,150
+49.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#245
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026WATERS PARKERSON & CO., LLC holds $23,159,993 across 6 Utilities - Regulated Electric names. AEP ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
128,150 | $17,532,201 | |
| 2 | SO |
Southern Co
|
32,840 | $3,143,116 | |
| 3 | D |
Dominion Energy, Inc
|
18,213 | $1,243,765 | |
| 4 | DUK |
Duke Energy CORP
|
6,022 | $762,264 | |
| 5 | ED |
Consolidated Edison Inc
|
2,505 | $277,128 | |
| 6 | NEE |
Nextera Energy Inc
|
2,296 | $201,519 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,532,201 | 128,150 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,269,603 | 85,975 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,049,110 | 35,115 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,327,625 | 20,690 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,727,915 | 16,653 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,715,866 | 15,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,344,528 | 14,578 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,463,896 | 14,268 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,127,283 | 12,848 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,104,921 | 12,833 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $667,465 | 8,218 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $565,880 | 7,523 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $545,026 | 6,473 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $588,978 | 6,473 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $614,611 | 6,473 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $556,738 | 6,440 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $656,229 | 6,840 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $732,311 | 7,340 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $658,200 | 7,398 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $650,170 | 8,009 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $660,563 | 7,809 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $661,422 | 7,809 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $650,255 | 7,809 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $638,229 | 7,809 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $637,836 | 8,009 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $673,751 | 8,424 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||