Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$508,796
-$89,452 QoQ
Shares Held
3,719
-18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,110
of 1,968 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hilltop Holdings Inc. holds $10,113,319 across 12 Utilities - Regulated Electric names. AEP ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,543 | $2,540,430 | |
| 2 | NEE |
Nextera Energy Inc
|
28,606 | $2,510,748 | |
| 3 | DUK |
Duke Energy CORP
|
9,367 | $1,185,674 | |
| 4 | ES |
Eversource Energy
|
7,791 | $563,055 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
3,719 | $508,796 | |
| 6 | OGE |
Oge Energy Corp.
|
10,074 | $490,200 | |
| 7 | NGG |
National Grid PLC
|
5,703 | $472,607 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,668 | $428,312 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,796 | 3,719 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $598,248 | 4,564 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $343,623 | 2,980 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $858,374 | 7,630 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $388,477 | 3,744 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $891,642 | 8,160 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $722,990 | 7,839 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $875,075 | 8,529 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $665,683 | 7,587 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $622,072 | 7,225 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $614,590 | 7,567 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $456,434 | 6,068 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $687,408 | 8,164 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $519,734 | 5,712 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $635,880 | 6,697 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $678,891 | 7,853 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $792,752 | 8,263 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $836,770 | 8,387 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $772,259 | 8,680 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $644,081 | 7,934 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $574,027 | 6,786 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $510,655 | 6,029 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $447,659 | 5,376 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $326,183 | 3,991 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $255,883 | 3,213 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||