Orion Porfolio Solutions, LLC
Position in AEP — American Electric Power Co Inc
CIK 1360533
OMAHA, NE
Position in AEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,214,108
-$56,911 QoQ
Shares Held
47,407
-12.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $129,261,232 across 34 Utilities - Regulated Electric names. AEP ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
153,564 | $20,107,669 | |
| 2 | SO |
Southern Co
|
195,825 | $18,901,029 | |
| 3 | D |
Dominion Energy, Inc
|
230,064 | $14,222,555 | |
| 4 | NEE |
Nextera Energy Inc
|
131,126 | $12,178,982 | |
| 5 | LNT |
Alliant Energy Corp
|
99,509 | $7,140,765 | |
| 6 | EVRG |
Evergy, Inc.
|
76,531 | $6,269,419 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
47,407 | $6,214,108 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
52,800 | $6,112,655 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,214,108 | 47,407 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,271,019 | 54,384 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,184,237 | 54,971 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,385,766 | 51,906 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $5,385,371 | 49,285 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $4,332,319 | 46,973 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,600,994 | 44,844 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $4,168,878 | 47,514 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $4,092,849 | 47,536 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $4,110,544 | 50,610 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,978,686 | 52,894 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $4,614,833 | 54,808 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $3,363,991 | 36,971 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,879,820 | 19,798 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,741,189 | 20,141 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,975,884 | 20,595 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,184,863 | 21,899 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,526,836 | 28,401 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,162,878 | 26,643 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,253,731 | 26,643 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,097,309 | 36,568 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,204,082 | 110,533 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $252,954 | 3,095 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||