Position in AEP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$37,656,399
+$4,635,652 QoQ
Shares Held
287,278
+0.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $399,820,349 across 22 Utilities - Regulated Electric names. AEP ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,522,904 | $141,447,323 | |
| 2 | XEL |
Xcel Energy Inc
|
1,032,974 | $82,059,453 | |
| 3 | EXC |
Exelon Corp
|
1,168,122 | $57,261,340 | |
| 4 | LNT |
Alliant Energy Corp
|
581,906 | $41,757,574 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
287,278 | $37,656,399 | |
| 6 | SO |
Southern Co
|
187,735 | $18,120,181 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
39,601 | $4,584,607 | |
| 8 | DUK |
Duke Energy CORP
|
34,080 | $4,462,435 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,656,399 | 287,278 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $33,020,747 | 286,365 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $31,412,249 | 279,220 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $27,999,635 | 269,850 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $28,694,847 | 262,605 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $23,500,111 | 254,799 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,651,538 | 250,015 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,698,912 | 201,720 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $4,134,866 | 48,024 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $3,984,896 | 49,063 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,344,180 | 57,753 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $4,841,668 | 57,502 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $5,327,463 | 58,550 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,993,989 | 52,596 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $4,687,836 | 54,226 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $5,298,670 | 55,229 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $5,520,872 | 55,336 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $4,972,888 | 55,894 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $4,467,821 | 55,036 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $4,431,669 | 52,390 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $4,402,705 | 51,980 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $4,546,874 | 54,604 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $4,542,225 | 55,576 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $4,430,771 | 55,635 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $4,558,779 | 56,999 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||