Position in AEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,405,282
-$419,641 QoQ
Shares Held
32,200
-12.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#466
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Equitable Holdings, Inc. holds $54,779,473 across 21 Utilities - Regulated Electric names. AEP ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
149,020 | $13,079,485 | |
| 2 | SO |
Southern Co
|
83,999 | $8,039,544 | |
| 3 | DUK |
Duke Energy CORP
|
53,087 | $6,719,752 | |
| 4 | PPL |
PPL Corp
|
146,224 | $5,315,242 | |
| 5 | AEP |
American Electric Power Co Inc
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|
32,200 | $4,405,282 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
50,804 | $4,123,252 | |
| 7 | ED |
Consolidated Edison Inc
|
19,066 | $2,109,271 | |
| 8 | D |
Dominion Energy, Inc
|
21,034 | $1,436,411 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,405,282 | 32,200 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,824,923 | 36,809 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,953,550 | 25,614 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,050,537 | 18,227 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,823,685 | 17,576 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,881,957 | 17,223 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,424,123 | 15,441 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,446,249 | 14,096 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,166,678 | 13,297 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,109,398 | 12,885 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,028,082 | 12,658 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $834,641 | 11,096 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $795,100 | 9,443 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $497,169 | 5,464 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $373,438 | 3,933 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $296,523 | 3,430 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $306,720 | 3,197 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $401,274 | 4,022 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $324,918 | 3,652 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $315,303 | 3,884 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $325,333 | 3,846 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $297,212 | 3,509 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $272,792 | 3,276 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $263,334 | 3,222 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $256,520 | 3,221 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $257,455 | 3,219 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||