Marble Harbor Investment Counsel, LLC
Position in AEP — American Electric Power Co Inc
CIK 1387130
BOSTON, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$232,577
+$9,741 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,529
of 1,965 holders
Holding Since
Sep 2025
3 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, 2026Marble Harbor Investment Counsel, LLC holds $4,716,957 across 6 Utilities - Regulated Electric names. AEP ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,654 | $1,549,491 | |
| 2 | DUK |
Duke Energy CORP
|
11,958 | $1,513,643 | |
| 3 | SO |
Southern Co
|
6,332 | $606,035 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
4,368 | $510,051 | |
| 5 | LNT |
Alliant Energy Corp
|
4,000 | $305,160 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
1,700 | $232,577 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,577 | 1,700 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $222,836 | 1,700 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $202,500 | 1,800 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||