Edgemoor Investment Advisors, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1313792
BETHESDA, MD
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,875,376
+$706,658 QoQ
Shares Held
123,349
-0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#251
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, 2026Edgemoor Investment Advisors, Inc. holds $72,081,058 across 10 Utilities - Regulated Electric names. AEP ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
123,349 | $16,875,376 | |
| 2 | ETR |
Entergy Corp /De/
|
117,326 | $13,476,064 | |
| 3 | NEE |
Nextera Energy Inc
|
100,375 | $8,809,913 | |
| 4 | EVRG |
Evergy, Inc.
|
94,683 | $8,183,451 | |
| 5 | CNP |
Centerpoint Energy Inc
|
167,306 | $7,368,156 | |
| 6 | SO |
Southern Co
|
75,202 | $7,197,583 | |
| 7 | ES |
Eversource Energy
|
86,228 | $6,231,697 | |
| 8 | XEL |
Xcel Energy Inc
|
32,964 | $2,647,009 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,875,376 | 123,349 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,168,718 | 123,350 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,151,880 | 122,729 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,784,962 | 122,533 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,762,895 | 123,004 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,861,664 | 126,857 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,885,956 | 128,873 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,989,878 | 126,607 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,168,600 | 127,292 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,795,218 | 125,380 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,674,276 | 119,112 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,013,386 | 119,827 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $9,835,402 | 116,810 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,682,498 | 117,403 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,941,658 | 115,236 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,931,203 | 114,878 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $11,048,450 | 115,160 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,533,611 | 115,602 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,123,629 | 113,787 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,033,735 | 98,962 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,193,494 | 108,683 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,282,018 | 109,587 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,272,197 | 111,351 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,145,096 | 111,894 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,996,612 | 112,966 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $9,115,320 | 113,970 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||