Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,223,400
+$1,381,268 QoQ
Shares Held
74,727
+10.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#309
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026CIBC WORLD MARKET INC. holds $1,249,418,871 across 18 Utilities - Regulated Electric names. AEP ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
12,825,938 | $680,031,232 | |
| 2 | FTS |
Fortis Inc.
|
7,733,140 | $442,567,602 | |
| 3 | NEE |
Nextera Energy Inc
|
807,188 | $70,846,890 | |
| 4 | D |
Dominion Energy, Inc
|
150,376 | $10,269,177 | |
| 5 | AEP |
American Electric Power Co Inc
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|
74,727 | $10,223,400 | |
| 6 | EXC |
Exelon Corp
|
147,868 | $6,893,606 | |
| 7 | DUK |
Duke Energy CORP
|
42,410 | $5,368,257 | |
| 8 | NGG |
National Grid PLC
|
53,518 | $4,435,036 |
All Filings in AEP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,223,400 | 74,727 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||