Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$63,587,508
-$2,649,705 QoQ
Shares Held
464,787
-8.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#113
of 1,971 holders
Holding Since
Mar 2020
26 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, 2026Mariner, LLC holds $799,683,476 across 34 Utilities - Regulated Electric names. AEP ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,186,646 | $279,691,919 | |
| 2 | DUK |
Duke Energy CORP
|
1,057,875 | $133,905,816 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
464,787 | $63,587,508 | |
| 4 | PCG |
PG&E Corp
|
2,958,385 | $49,760,035 | |
| 5 | EIX |
Edison International
|
650,883 | $48,458,238 | |
| 6 | SO |
Southern Co
|
375,232 | $35,913,454 | |
| 7 | ES |
Eversource Energy
|
492,896 | $35,621,592 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
228,810 | $18,570,218 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,587,508 | 464,787 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $66,237,213 | 505,319 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $61,218,653 | 530,905 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,240,224 | 508,802 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,985,405 | 472,103 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,072,539 | 458,246 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,301,232 | 165,903 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,809,120 | 154,085 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,550,855 | 143,046 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $12,118,573 | 140,750 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,033,980 | 135,853 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,727,826 | 129,325 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,258,292 | 86,203 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,734,876 | 85,008 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,599,322 | 80,035 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,393,874 | 62,393 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,363,333 | 55,903 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,646,682 | 56,597 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,898,843 | 43,822 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,509,842 | 30,917 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,265,827 | 26,786 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $2,263,438 | 26,723 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,224,724 | 26,717 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,272,257 | 27,802 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,467,963 | 30,989 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,514,171 | 31,435 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||