Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$259,254
+$101,303 QoQ
Shares Held
1,895
+57.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,471
of 1,968 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHELSEA COUNSEL CO holds $5,147,865 across 11 Utilities - Regulated Electric names. AEP ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
37,950 | $1,379,482 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,672 | $1,012,629 | |
| 3 | POR |
Portland General Electric Co /Or/
|
15,300 | $792,999 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
5,064 | $541,848 | |
| 5 | DUK |
Duke Energy CORP
|
3,801 | $481,130 | |
| 6 | NEE |
Nextera Energy Inc
|
3,240 | $284,374 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
1,895 | $259,254 | |
| 8 | SO |
Southern Co
|
2,614 | $250,185 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,254 | 1,895 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $157,951 | 1,205 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $138,948 | 1,205 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $128,812 | 1,145 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $115,173 | 1,110 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $121,289 | 1,110 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $102,375 | 1,110 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $113,886 | 1,110 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $66,682 | 760 | Shares | Sole | 2024-11-21 | |
| 2024-03-31 | $22,386 | 260 | Shares | Sole | 2024-06-17 | |
| 2023-12-31 | $21,117 | 260 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $19,557 | 260 | Shares | Sole | 2023-11-22 | |
| 2023-06-30 | $813,372 | 9,660 | Shares | Sole | 2023-11-22 | |
| 2023-03-31 | $878,963 | 9,660 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $917,217 | 9,660 | Shares | Sole | 2023-02-23 | |
| 2022-09-30 | $835,107 | 9,660 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $926,780 | 9,660 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $963,778 | 9,660 | Shares | Sole | 2022-05-24 | |
| No filing history on record for this holder in this stock. | ||||||