Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$496,893
+$40,604 QoQ
Shares Held
3,632
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,120
of 1,972 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Keel Point, LLC holds $15,623,364 across 10 Utilities - Regulated Electric names. AEP ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,238 | $10,933,718 | |
| 2 | D |
Dominion Energy, Inc
|
14,264 | $974,088 | |
| 3 | NEE |
Nextera Energy Inc
|
10,218 | $896,833 | |
| 4 | ETR |
Entergy Corp /De/
|
7,230 | $830,437 | |
| 5 | DUK |
Duke Energy CORP
|
5,654 | $715,683 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
3,632 | $496,893 | |
| 7 | ED |
Consolidated Edison Inc
|
2,458 | $271,928 | |
| 8 | EXC |
Exelon Corp
|
4,526 | $211,002 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,893 | 3,632 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $456,289 | 3,481 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $509,324 | 4,417 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $533,250 | 4,740 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $448,969 | 4,327 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $423,749 | 3,878 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $339,221 | 3,678 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $342,889 | 3,342 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $300,158 | 3,421 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||