Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,914,569
+$201,448 QoQ
Shares Held
43,232
-0.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#406
of 1,965 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, 2026MOTCO holds $26,691,258 across 24 Utilities - Regulated Electric names. AEP ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
121,194 | $10,637,197 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
43,232 | $5,914,569 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
43,135 | $5,036,873 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
46,511 | $3,774,832 | |
| 5 | SO |
Southern Co
|
5,542 | $530,424 | |
| 6 | D |
Dominion Energy, Inc
|
3,299 | $225,288 | |
| 7 | XEL |
Xcel Energy Inc
|
2,278 | $182,923 | |
| 8 | ETR |
Entergy Corp /De/
|
1,070 | $122,900 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,914,569 | 43,232 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,713,121 | 43,585 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,056,688 | 43,853 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,044,275 | 44,838 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,637,241 | 44,692 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,031,992 | 46,051 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,961,420 | 53,794 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,573,539 | 54,323 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,595,266 | 63,771 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,583,670 | 64,851 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,332,579 | 65,656 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,487,448 | 72,952 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,420,290 | 64,374 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,714,717 | 62,806 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,802,299 | 61,109 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,557,005 | 64,280 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,979,747 | 62,328 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,155,802 | 71,723 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,455,573 | 72,559 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,802,908 | 71,482 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,775,974 | 68,282 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,339,233 | 63,037 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $4,586,261 | 55,077 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,563,148 | 55,832 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $139,528 | 1,752 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $140,124 | 1,752 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||