Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,194,214
+$36,778 QoQ
Shares Held
8,729
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#789
of 1,968 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, 2026HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. AEP ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,959 | $3,946,051 | |
| 2 | DUK |
Duke Energy CORP
|
12,668 | $1,603,515 | |
| 3 | EXC |
Exelon Corp
|
27,078 | $1,262,376 | |
| 4 | AEP |
American Electric Power Co Inc
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|
8,729 | $1,194,214 | |
| 5 | PPL |
PPL Corp
|
30,869 | $1,122,088 | |
| 6 | D |
Dominion Energy, Inc
|
14,014 | $957,016 | |
| 7 | SO |
Southern Co
|
9,437 | $903,215 | |
| 8 | LNT |
Alliant Energy Corp
|
10,892 | $830,950 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,214 | 8,729 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,157,436 | 8,830 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,210,524 | 10,498 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,187,437 | 10,555 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,030,025 | 9,927 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,099,365 | 10,061 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $886,514 | 9,612 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $855,171 | 8,335 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $745,790 | 8,500 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $785,490 | 9,123 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $721,720 | 8,886 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $724,293 | 9,629 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $811,435 | 9,637 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $910,900 | 10,011 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,432,225 | 15,084 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $642,669 | 7,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $486,703 | 5,073 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $870,792 | 8,728 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $941,747 | 10,585 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $866,352 | 10,672 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $830,927 | 9,823 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $890,535 | 10,514 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $869,921 | 10,447 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $824,655 | 10,090 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $757,615 | 9,513 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $742,134 | 9,279 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||