Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,553,421
-$733,803 QoQ
Shares Held
18,664
-25.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#574
of 1,972 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Boston Partners holds $3,652,977,333 across 12 Utilities - Regulated Electric names. AEP ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
18,467,247 | $877,932,920 | |
| 2 | ETR |
Entergy Corp /De/
|
6,273,879 | $720,617,740 | |
| 3 | SO |
Southern Co
|
6,174,426 | $590,954,309 | |
| 4 | CNP |
Centerpoint Energy Inc
|
12,277,423 | $540,697,708 | |
| 5 | DTE |
Dte Energy Co
|
2,477,665 | $377,521,815 | |
| 6 | OGE |
Oge Energy Corp.
|
5,687,808 | $276,768,735 | |
| 7 | XEL |
Xcel Energy Inc
|
3,062,841 | $245,946,131 | |
| 8 | IDA |
Idacorp Inc
|
88,654 | $13,413,349 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,553,421 | 18,664 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,287,224 | 25,078 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,705,633 | 23,464 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,361,375 | 20,990 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,784,398 | 26,835 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $100,604,887 | 920,700 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $115,240,830 | 1,249,494 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $153,506,630 | 1,496,166 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $183,949,366 | 2,096,528 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $213,503,891 | 2,479,720 | Shares | Other | 2024-05-28 | |
| 2023-12-31 | $222,811,149 | 2,743,304 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $207,351,074 | 2,756,595 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $231,876,864 | 2,753,882 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $249,088,309 | 2,737,535 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $229,581,408 | 2,417,919 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $183,257,400 | 2,119,808 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $215,923,617 | 2,250,611 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $191,329,326 | 1,917,704 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $113,572,516 | 1,276,526 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $104,389,523 | 1,285,902 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $105,751,118 | 1,250,161 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $103,801,543 | 1,225,520 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $91,696,174 | 1,101,191 | Shares | Defined | 2021-02-10 | |
| 2020-03-31 | $95,051,510 | 1,188,441 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||