Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$433,961
-$4,763 QoQ
Shares Held
3,172
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,187
of 1,972 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $1,659,279 across 7 Utilities - Regulated Electric names. AEP ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,980 | $1,139,254 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
3,172 | $433,961 | |
| 3 | DTE |
Dte Energy Co
|
200 | $30,474 | |
| 4 | ETR |
Entergy Corp /De/
|
166 | $19,066 | |
| 5 | ES |
Eversource Energy
|
248 | $17,922 | |
| 6 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
65 | $7,590 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,961 | 3,172 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $438,724 | 3,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $409,004 | 3,547 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $391,050 | 3,476 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $360,669 | 3,476 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $384,193 | 3,516 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $326,586 | 3,541 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $413,067 | 4,026 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $353,241 | 4,026 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $363,858 | 4,226 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $347,296 | 4,276 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $330,291 | 4,391 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $365,512 | 4,341 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $325,835 | 3,581 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $354,258 | 3,731 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $318,222 | 3,681 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $444,298 | 4,631 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $446,470 | 4,475 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,558 | 40 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $363,280 | 4,475 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $359,507 | 4,250 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $370,139 | 4,370 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $363,973 | 4,371 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||