Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,700,821
+$71,235 QoQ
Shares Held
12,432
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#681
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026UNITED BANK holds $5,351,324 across 6 Utilities - Regulated Electric names. AEP ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
12,432 | $1,700,821 | |
| 2 | SO |
Southern Co
|
12,492 | $1,195,609 | |
| 3 | DUK |
Duke Energy CORP
|
6,305 | $798,086 | |
| 4 | ED |
Consolidated Edison Inc
|
6,450 | $713,563 | |
| 5 | NEE |
Nextera Energy Inc
|
6,301 | $553,038 | |
| 6 | D |
Dominion Energy, Inc
|
5,714 | $390,207 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,700,821 | 12,432 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,629,586 | 12,432 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,433,533 | 12,432 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,398,600 | 12,432 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,289,944 | 12,432 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,366,858 | 12,509 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,153,705 | 12,509 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,283,423 | 12,509 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,329,875 | 15,157 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,305,017 | 15,157 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,473,899 | 18,147 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,417,069 | 18,839 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,579,676 | 18,761 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,895,412 | 20,831 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,981,036 | 20,864 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,800,839 | 20,831 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,998,526 | 20,831 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,078,308 | 20,831 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,289,820 | 25,737 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,089,329 | 25,737 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,177,092 | 25,737 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,301,044 | 27,167 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,347,131 | 28,187 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $2,303,723 | 28,187 | Shares | Sole | 2020-12-11 | |
| 2020-06-30 | $2,244,812 | 28,187 | Shares | Sole | 2020-09-18 | |
| 2020-03-31 | $2,254,396 | 28,187 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||