TORTOISE CAPITAL ADVISORS, L.L.C.
Position in AEP — American Electric Power Co Inc
CIK 1280965
OVERLAND PARK, KS
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,221,891
+$19,400,985 QoQ
Shares Held
308,617
+38.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#158
of 1,972 holders
Holding Since
Mar 2020
16 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, 2026TORTOISE CAPITAL ADVISORS, L.L.C. holds $290,987,671 across 7 Utilities - Regulated Electric names. AEP ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
951,677 | $109,309,620 | |
| 2 | EVRG |
Evergy, Inc.
|
614,254 | $53,089,973 | |
| 3 | CNP |
Centerpoint Energy Inc
|
1,100,699 | $48,474,783 | |
| 4 | AEP |
American Electric Power Co Inc
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|
308,617 | $42,221,891 | |
| 5 | DTE |
Dte Energy Co
|
190,541 | $29,032,732 | |
| 6 | NEE |
Nextera Energy Inc
|
52,493 | $4,607,310 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,408 | $4,251,362 |
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,221,891 | 308,617 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $22,820,906 | 222,426 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,831,081 | 226,021 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $22,228,695 | 258,173 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $36,480,124 | 449,152 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,367,089 | 430,299 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,078,816 | 440,366 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,230,852 | 398,185 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $36,817,620 | 387,758 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $42,454,729 | 491,090 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,013,250 | 510,874 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $52,182,501 | 523,028 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $46,499,814 | 522,646 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,255,751 | 187,925 | Shares | Sole | 2021-11-04 | |
| 2020-06-30 | $280,253 | 3,519 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $185,953 | 2,325 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||