Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,851,611
+$150,174 QoQ
Shares Held
28,153
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#496
of 1,972 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, 2026Cypress Capital Group holds $13,158,824 across 8 Utilities - Regulated Electric names. AEP ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
35,594 | $4,505,488 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
28,153 | $3,851,611 | |
| 3 | NEE |
Nextera Energy Inc
|
18,921 | $1,660,696 | |
| 4 | XEL |
Xcel Energy Inc
|
14,055 | $1,128,616 | |
| 5 | SO |
Southern Co
|
8,510 | $814,492 | |
| 6 | D |
Dominion Energy, Inc
|
6,053 | $413,359 | |
| 7 | LNT |
Alliant Energy Corp
|
5,293 | $403,802 | |
| 8 | ETR |
Entergy Corp /De/
|
3,315 | $380,760 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,851,611 | 28,153 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,701,437 | 28,238 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,282,645 | 28,468 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,077,100 | 27,352 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,080,738 | 29,691 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,304,871 | 30,245 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,781,749 | 30,161 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $3,205,634 | 31,244 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,749,770 | 31,340 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,672,113 | 31,035 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $2,594,166 | 31,940 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,425,844 | 32,250 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $2,792,913 | 33,170 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,392,288 | 37,282 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,038,318 | 42,531 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,693,143 | 42,720 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,090,113 | 42,632 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,353,663 | 43,637 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,696,079 | 41,543 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,853,368 | 47,467 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,974,206 | 46,982 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,047,218 | 47,783 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,024,436 | 48,330 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $4,057,728 | 49,648 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $4,009,633 | 50,347 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,652,925 | 45,673 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||