Position in AEP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,842,132
-$6,589,689 QoQ
Shares Held
67,456
-49.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Derivatives in AEP
reported options exposure · as of Mar 31, 2021CallValue
$6,352,500
CallShares
75,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CIBC WORLD MARKET INC. holds $1,184,719,149 across 18 Utilities - Regulated Electric names. AEP ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
12,377,601 | $642,026,163 | |
| 2 | FTS |
Fortis Inc.
|
7,835,890 | $437,164,303 | |
| 3 | NEE |
Nextera Energy Inc
|
552,905 | $51,353,816 | |
| 4 | DUK |
Duke Energy CORP
|
123,276 | $16,141,759 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
67,456 | $8,842,132 | |
| 6 | EXC |
Exelon Corp
|
114,255 | $5,600,780 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
55,262 | $4,473,458 | |
| 8 | NGG |
National Grid PLC
|
50,415 | $4,265,109 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,842,132 | 67,456 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,431,821 | 133,829 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,027,962 | 124,693 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $33,855,850 | 326,290 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,372,689 | 406,083 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $35,727,042 | 387,369 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $39,793,615 | 387,852 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,328,275 | 391,250 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,557,254 | 145,845 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,216,273 | 64,224 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,800,164 | 63,815 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,415,238 | 64,314 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,925,996 | 65,128 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,934,538 | 41,438 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,800,082 | 43,957 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,416,903 | 35,615 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,073,813 | 30,809 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,424,521 | 27,251 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,162,716 | 26,641 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,621,528 | 30,991 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,228,626 | 26,312 | Shares | Sole | 2021-05-11 | |
| 2021-03-31 | $6,352,500 | 75,000 | Call | Sole | 2021-05-11 | |
| 2020-12-31 | $2,355,458 | 28,287 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,377,689 | 29,092 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,301,038 | 28,893 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,342,694 | 29,291 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||