Position in AEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$52,432,131
+$8,112,964 QoQ
Shares Held
400,001
+4.1% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026SCOTIA CAPITAL INC. holds $853,415,844 across 8 Utilities - Regulated Electric names. AEP ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
9,392,836 | $524,026,320 | |
| 2 | EMA |
Emera Inc
|
4,670,078 | $242,236,945 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
400,001 | $52,432,131 | |
| 4 | NEE |
Nextera Energy Inc
|
335,069 | $31,121,208 | |
| 5 | DUK |
Duke Energy CORP
|
14,562 | $1,906,748 | |
| 6 | D |
Dominion Energy, Inc
|
14,406 | $890,578 | |
| 7 | SO |
Southern Co
|
5,599 | $540,415 | |
| 8 | AEE |
Ameren Corp
|
2,379 | $261,499 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,432,131 | 400,001 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $44,319,167 | 384,348 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $40,089,375 | 356,350 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $34,380,045 | 331,342 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $27,736,550 | 253,835 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $18,663,570 | 202,359 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,113,722 | 176,547 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,266,935 | 174,002 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,747,087 | 182,893 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,271,653 | 175,716 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $12,927,910 | 171,868 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,750,069 | 151,426 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $12,449,888 | 136,827 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $12,691,396 | 133,664 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,135,538 | 128,809 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,160,299 | 126,749 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $12,008,915 | 120,366 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $10,359,844 | 116,442 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,876,951 | 109,349 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,512,906 | 112,459 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,389,418 | 110,855 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $10,089,992 | 121,172 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,103,005 | 111,379 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $6,171,736 | 77,166 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||