Advisors Asset Management, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1297376
Monument, CO
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,383,939
+$544,606 QoQ
Shares Held
32,044
+9.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#468
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisors Asset Management, Inc. holds $127,029,900 across 32 Utilities - Regulated Electric names. AEP ranks #10 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
272,557 | $23,922,327 | |
| 2 | EIX |
Edison International
|
173,474 | $12,915,139 | |
| 3 | D |
Dominion Energy, Inc
|
148,831 | $10,163,668 | |
| 4 | ES |
Eversource Energy
|
102,948 | $7,440,051 | |
| 5 | SO |
Southern Co
|
76,871 | $7,357,323 | |
| 6 | DUK |
Duke Energy CORP
|
50,852 | $6,436,846 | |
| 7 | ETR |
Entergy Corp /De/
|
48,908 | $5,617,572 | |
| 8 | EXC |
Exelon Corp
|
98,188 | $4,577,524 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,383,939 | 32,044 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,839,333 | 29,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,990,564 | 25,935 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $2,516,287 | 22,367 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,264,043 | 21,820 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,431,366 | 22,251 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,104,319 | 22,816 | Shares | Sole | 2026-08-21 | |
| 2024-09-30 | $2,198,615 | 21,429 | Shares | Sole | 2026-08-21 | |
| 2024-06-30 | $1,635,385 | 18,639 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $1,346,173 | 15,635 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,186,705 | 14,611 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,090,915 | 14,503 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,224,436 | 14,542 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,269,128 | 13,948 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,240,426 | 13,064 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,001,350 | 11,583 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,243,862 | 12,965 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,672,743 | 16,766 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,620,766 | 18,217 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,713,141 | 21,103 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,122,070 | 48,730 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $5,596,467 | 66,074 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,789,336 | 81,534 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,343,113 | 89,846 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,436,584 | 80,821 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,802,149 | 72,545 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||