Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,836,060
+$598,039 QoQ
Shares Held
93,824
+0.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#275
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, 2026FIRST AMERICAN BANK holds $36,395,973 across 7 Utilities - Regulated Electric names. AEP ranks #1 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
93,824 | $12,836,060 | |
| 2 | CMS |
Cms Energy Corp
|
86,928 | $6,649,991 | |
| 3 | ETR |
Entergy Corp /De/
|
40,071 | $4,602,553 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
35,796 | $4,179,898 | |
| 5 | NEE |
Nextera Energy Inc
|
39,002 | $3,423,204 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
32,449 | $2,633,560 | |
| 7 | DTE |
Dte Energy Co
|
13,590 | $2,070,707 |
All Filings in AEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,836,060 | 93,824 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,238,021 | 93,363 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,177,720 | 88,264 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,879,637 | 87,819 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,994,643 | 86,687 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,448,467 | 86,469 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,767,057 | 84,214 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,515,594 | 82,998 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,178,535 | 81,816 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,993,558 | 81,226 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $5,838,662 | 71,887 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $5,392,822 | 71,694 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $6,366,867 | 75,616 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $6,479,943 | 71,216 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $6,911,885 | 72,795 | Shares | Sole | 2024-07-31 | |
| 2022-09-30 | $6,224,572 | 72,002 | Shares | Sole | 2024-07-31 | |
| 2022-06-30 | $6,474,223 | 67,482 | Shares | Sole | 2024-07-31 | |
| 2022-03-31 | $6,746,946 | 67,625 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $5,978,250 | 67,194 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,881,815 | 72,454 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,040,064 | 71,404 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,180,643 | 72,971 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $5,574,010 | 66,939 | Shares | Sole | 2021-01-06 | |
| 2020-09-30 | $4,134,802 | 50,591 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $4,080,594 | 51,238 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,846,318 | 48,091 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||