AMG National Trust Bank
BankPosition in AEP — American Electric Power Co Inc
CIK 1388829
GREENWOOD VILLAGE, CO
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$352,285
-$2,498,705 QoQ
Shares Held
2,575
-88.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,300
of 1,972 holders
Holding Since
Jun 2020
20 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, 2026AMG National Trust Bank holds $12,161,610 across 9 Utilities - Regulated Electric names. AEP ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,134 | $3,610,330 | |
| 2 | DUK |
Duke Energy CORP
|
21,959 | $2,779,570 | |
| 3 | XEL |
Xcel Energy Inc
|
31,019 | $2,490,825 | |
| 4 | PPL |
PPL Corp
|
44,504 | $1,617,719 | |
| 5 | SO |
Southern Co
|
4,370 | $418,252 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
2,575 | $352,285 | |
| 7 | D |
Dominion Energy, Inc
|
4,543 | $310,240 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,546 | $297,296 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,285 | 2,575 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,850,990 | 21,750 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,562,072 | 22,219 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,504,362 | 22,261 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,297,453 | 22,142 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $2,402,956 | 21,991 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,997,977 | 21,663 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,258,841 | 22,016 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $1,976,869 | 22,531 | Shares | Other | 2024-07-25 | |
| 2023-06-30 | $209,658 | 2,490 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $240,395 | 2,642 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $263,296 | 2,773 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $291,768 | 3,375 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $199,540 | 2,000 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $227,304 | 2,800 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $203,016 | 2,400 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $205,821 | 2,430 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $885,160 | 10,630 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $866,338 | 10,600 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $853,740 | 10,720 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||