Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,333,512
+$137,651 QoQ
Shares Held
24,366
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#526
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BROWN ADVISORY INC holds $91,708,897 across 22 Utilities - Regulated Electric names. AEP ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
612,168 | $31,728,667 | |
| 2 | NEE |
Nextera Energy Inc
|
290,909 | $25,533,081 | |
| 3 | DUK |
Duke Energy CORP
|
51,802 | $6,557,095 | |
| 4 | D |
Dominion Energy, Inc
|
93,803 | $6,405,806 | |
| 5 | SO |
Southern Co
|
47,805 | $4,575,415 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
24,366 | $3,333,512 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,884 | $3,256,014 | |
| 8 | EXC |
Exelon Corp
|
46,566 | $2,170,906 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,333,512 | 24,366 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,195,861 | 24,381 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,861,417 | 24,815 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,936,362 | 26,101 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,630,315 | 25,350 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,396,289 | 21,930 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,912,757 | 20,739 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,063,285 | 20,110 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,878,688 | 21,412 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,878,960 | 21,823 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,723,000 | 21,214 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,659,201 | 22,058 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $1,653,940 | 19,643 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $1,633,177 | 17,949 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $1,534,200 | 16,158 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,469,907 | 17,003 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,392,567 | 14,515 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,586,440 | 15,901 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $1,229,387 | 13,818 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $1,063,782 | 13,104 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,232,476 | 14,570 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $1,078,145 | 12,729 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,067,521 | 12,820 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,237,391 | 15,140 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,060,247 | 13,313 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $948,641 | 11,861 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||