Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,006,647
+$30,101 QoQ
Shares Held
7,358
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#838
of 1,972 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OF STOCKTON holds $4,071,178 across 7 Utilities - Regulated Electric names. AEP ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
10,786 | $1,238,879 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
7,358 | $1,006,647 | |
| 3 | NEE |
Nextera Energy Inc
|
8,629 | $757,367 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
2,982 | $348,208 | |
| 5 | CNP |
Centerpoint Energy Inc
|
6,800 | $299,472 | |
| 6 | SO |
Southern Co
|
2,243 | $214,677 | |
| 7 | EIX |
Edison International
|
2,766 | $205,928 |
All Filings in AEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,647 | 7,358 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $976,546 | 7,450 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $723,454 | 6,274 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $606,825 | 5,394 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $590,290 | 5,689 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $621,855 | 5,691 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $451,465 | 4,895 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $537,624 | 5,240 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $444,139 | 5,062 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $426,281 | 4,951 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $346,484 | 4,266 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $271,619 | 3,611 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||