Position in AEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,174,989
+$426,216 QoQ
Shares Held
214,945
-10.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026GUGGENHEIM CAPITAL LLC holds $339,847,125 across 31 Utilities - Regulated Electric names. AEP ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
335,876 | $43,979,601 | |
| 2 | NEE |
Nextera Energy Inc
|
390,840 | $36,301,218 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
214,945 | $28,174,989 | |
| 4 | XEL |
Xcel Energy Inc
|
344,223 | $27,345,074 | |
| 5 | ETR |
Entergy Corp /De/
|
178,772 | $20,086,820 | |
| 6 | EXC |
Exelon Corp
|
367,788 | $18,028,966 | |
| 7 | EVRG |
Evergy, Inc.
|
218,785 | $17,922,866 | |
| 8 | EIX |
Edison International
|
242,227 | $17,726,170 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,174,989 | 214,945 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,748,773 | 240,645 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,710,137 | 272,979 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $33,955,458 | 327,250 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $36,114,279 | 330,505 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $36,565,044 | 396,455 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $46,772,978 | 455,877 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $41,086,535 | 468,276 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $38,470,254 | 446,809 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $40,120,648 | 493,975 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $32,903,408 | 437,429 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $34,752,285 | 412,735 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $36,592,264 | 402,157 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $42,558,298 | 448,218 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $39,840,394 | 460,849 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $40,027,030 | 417,209 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $45,202,294 | 453,065 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $34,876,061 | 391,998 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,844,220 | 318,357 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,365,641 | 288,044 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $19,668,015 | 232,208 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,930,278 | 215,327 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,588,187 | 105,080 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,650,814 | 108,624 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,836,118 | 97,976 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||