Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$163,898,243
+$21,184,369 QoQ
Shares Held
1,197,999
+10.0% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#59
of 1,971 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. AEP ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,898,243 | 1,197,999 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $142,713,874 | 1,088,754 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $146,734,050 | 1,272,518 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $150,428,925 | 1,337,146 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $130,666,109 | 1,259,311 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $127,105,923 | 1,163,228 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $91,112,633 | 987,885 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $89,783,002 | 875,078 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $77,617,260 | 884,628 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $72,560,688 | 842,749 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $70,271,544 | 865,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $70,750,427 | 940,580 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $75,582,298 | 897,652 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $73,424,744 | 806,954 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $56,592,288 | 596,022 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $45,135,285 | 522,097 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,780,710 | 498,027 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $55,414,353 | 555,421 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $41,864,388 | 470,545 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,283,669 | 434,635 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $33,214,432 | 392,652 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,184,920 | 309,149 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,225,678 | 266,911 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $17,360,514 | 212,413 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $15,130,166 | 189,982 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,302,043 | 153,814 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||