Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$346,813
+$72,987 QoQ
Shares Held
2,535
+21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,308
of 1,972 holders
Holding Since
Mar 2025
5 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, 2026INTEGRITY ALLIANCE, LLC. holds $11,436,105 across 15 Utilities - Regulated Electric names. AEP ranks #12 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,996 | $1,579,508 | |
| 2 | EVRG |
Evergy, Inc.
|
17,590 | $1,520,303 | |
| 3 | ED |
Consolidated Edison Inc
|
13,695 | $1,515,077 | |
| 4 | DUK |
Duke Energy CORP
|
9,723 | $1,230,737 | |
| 5 | SO |
Southern Co
|
12,715 | $1,216,952 | |
| 6 | D |
Dominion Energy, Inc
|
10,617 | $725,034 | |
| 7 | ETR |
Entergy Corp /De/
|
5,359 | $615,534 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,715 | $550,570 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,813 | 2,535 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $273,826 | 2,089 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $207,212 | 1,797 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $257,400 | 2,288 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $682,281 | 6,244 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||