O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 1423442
Stamford, CT
Position in AEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$25,148,877
+$5,092,202 QoQ
Shares Held
191,859
+10.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.14%
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)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $253,555,538 across 33 Utilities - Regulated Electric names. AEP ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
501,910 | $46,617,400 | |
| 2 | DUK |
Duke Energy CORP
|
202,051 | $26,456,557 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
191,859 | $25,148,877 | |
| 4 | SO |
Southern Co
|
246,737 | $23,815,055 | |
| 5 | ETR |
Entergy Corp /De/
|
123,452 | $13,871,066 | |
| 6 | D |
Dominion Energy, Inc
|
202,372 | $12,510,637 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
106,047 | $12,277,061 | |
| 8 | XEL |
Xcel Energy Inc
|
129,530 | $10,289,863 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,148,877 | 191,859 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,056,675 | 173,937 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,173,250 | 161,540 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,814,437 | 142,776 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,488,944 | 123,446 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,729,108 | 94,645 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,086,932 | 78,820 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,801,719 | 66,124 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,284,508 | 49,762 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,520,743 | 31,036 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,424,014 | 45,520 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,219,892 | 38,241 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,777,631 | 41,517 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,817,464 | 40,205 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,704,296 | 42,849 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,849,016 | 40,119 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,007,062 | 40,163 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,375,165 | 37,936 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,193,621 | 39,340 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,107,329 | 36,734 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $235,211 | 2,777 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $224,662 | 2,698 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $201,219 | 2,462 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $243,140 | 3,053 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $59,905 | 749 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||