Baker Avenue Asset Management, LP

Position in AEP — American Electric Power Co Inc

CIK 1432529 SAN FRANCISCO, CA

Position in AEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$456,671

+$58,975 QoQ

Shares Held

3,338

+10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,163

of 1,972 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Utilities · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $23,199,971 across 19 Utilities - Regulated Electric names. AEP ranks #14 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	145,423	$12,763,776
2	ED	Consolidated Edison Inc	12,083	$1,336,742
3	ES	Eversource Energy	12,643	$913,709
4	SO	Southern Co	8,902	$852,010
5	EIX	Edison International	9,856	$733,779
6	DUK	Duke Energy CORP	5,744	$727,075
7	PCG	PG&E Corp	41,595	$699,627
8	PEG	Public Service Enterprise Group Inc	6,999	$568,038

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,671	3,338	+10.0%	Shares	Sole	2026-07-28
2026-03-31	$397,696	3,034	+5.9%	Shares	Sole	2026-05-12
2025-12-31	$330,363	2,865	-12.9%	Shares	Sole	2026-02-10
2025-09-30	$369,900	3,288	+21.4%	Shares	Sole	2025-10-31
2025-06-30	$281,085	2,709	+20.0%	Shares	Sole	2025-08-13
2025-03-31	$246,622	2,257	+20418.2%	Shares	Sole	2025-05-08
2023-09-30	$827	11	-63.3%	Shares	Sole	2023-11-15
2023-06-30	$2,526	30	-96.2%	Shares	Sole	2023-08-14
2023-03-31	$71,245	783	+1250.0%	Shares	Sole	2023-05-16
2022-12-31	$5,507	58	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.