Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$54,309,190
+$48,200,863 QoQ
Shares Held
396,968
+751.9% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#135
of 1,968 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MARSHALL WACE, LLP holds $936,142,871 across 24 Utilities - Regulated Electric names. AEP ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,371,772 | $295,940,428 | |
| 2 | DTE |
Dte Energy Co
|
948,922 | $144,587,243 | |
| 3 | FE |
Firstenergy Corp
|
1,731,950 | $82,336,902 | |
| 4 | D |
Dominion Energy, Inc
|
941,149 | $64,271,064 | |
| 5 | AEP |
American Electric Power Co Inc
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|
396,968 | $54,309,190 | |
| 6 | TXNM |
Txnm Energy Inc
|
889,956 | $50,531,701 | |
| 7 | PPL |
PPL Corp
|
1,030,132 | $37,445,297 | |
| 8 | LNT |
Alliant Energy Corp
|
435,503 | $33,224,522 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,309,190 | 396,968 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $6,108,327 | 46,600 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $38,436,395 | 333,331 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $244,993,274 | 2,177,718 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $196,124,764 | 1,890,177 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $232,824,210 | 2,130,724 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,842,358 | 74,188 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $31,860,378 | 310,530 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $19,851,525 | 226,254 | Shares | Other | 2024-08-14 | |
| 2023-09-30 | $3,313,441 | 44,050 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $5,383,605 | 59,167 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $242,977 | 2,559 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,478,661 | 40,239 | Shares | Other | 2022-11-14 | |
| 2021-12-31 | $94,918,622 | 1,066,861 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $5,491,015 | 67,640 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,638,553 | 173,053 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,255,677 | 14,825 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,326,074 | 15,925 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $4,627,482 | 57,858 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||