Stack Financial Management, Inc
Position in AEP — American Electric Power Co Inc
CIK 1308685
WHITEFISH, MT
Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$38,510,373
+$1,629,311 QoQ
Shares Held
281,488
+0.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#168
of 1,972 holders
Holding Since
Sep 2022
16 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, 2026Stack Financial Management, Inc holds $156,738,641 across 6 Utilities - Regulated Electric names. AEP ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
281,488 | $38,510,373 | |
| 2 | CNP |
Centerpoint Energy Inc
|
718,069 | $31,623,758 | |
| 3 | NEE |
Nextera Energy Inc
|
311,320 | $27,324,556 | |
| 4 | DUK |
Duke Energy CORP
|
192,456 | $24,361,080 | |
| 5 | AEE |
Ameren Corp
|
156,114 | $17,647,126 | |
| 6 | DTE |
Dte Energy Co
|
113,354 | $17,271,748 |
All Filings in AEP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,510,373 | 281,488 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $36,881,062 | 281,363 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $32,586,490 | 282,599 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $32,361,075 | 287,654 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $30,232,447 | 291,369 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $32,343,045 | 295,992 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $27,615,967 | 299,425 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,600,293 | 191,036 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,902,233 | 192,640 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $16,652,428 | 193,408 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,361,583 | 164,511 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $14,796,526 | 196,710 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $16,382,794 | 194,570 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $17,435,503 | 191,620 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,246,433 | 181,637 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $15,904,465 | 183,973 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||