Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,493,561
-$7,225,812 QoQ
Shares Held
369,078
-16.2% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#146
of 1,971 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Korea Investment CORP holds $749,069,595 across 22 Utilities - Regulated Electric names. AEP ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,498,555 | $131,528,172 | |
| 2 | SO |
Southern Co
|
756,114 | $72,367,670 | |
| 3 | DUK |
Duke Energy CORP
|
569,470 | $72,083,512 | |
| 4 | ETR |
Entergy Corp /De/
|
490,374 | $56,324,357 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
369,078 | $50,493,561 | |
| 6 | D |
Dominion Energy, Inc
|
597,296 | $40,789,343 | |
| 7 | PCG |
PG&E Corp
|
2,308,186 | $38,823,688 | |
| 8 | FTS |
Fortis Inc.
|
560,211 | $32,060,875 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,493,561 | 369,078 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $57,719,373 | 440,337 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $44,886,608 | 389,269 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,814,262 | 318,349 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,498,085 | 322,842 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $36,250,868 | 331,755 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,637,607 | 332,187 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $53,109,658 | 517,638 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $42,900,560 | 488,951 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $66,047,826 | 767,106 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $71,738,295 | 883,259 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $66,888,331 | 889,236 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,971,631 | 831,017 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $48,703,944 | 535,267 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,622,144 | 554,209 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $53,782,792 | 622,126 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $56,526,504 | 589,186 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $79,116,213 | 792,986 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $69,165,455 | 777,402 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $52,901,677 | 651,659 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,763,524 | 103,600 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,020,550 | 106,500 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,034,795 | 108,500 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $21,846,429 | 267,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,625,724 | 284,100 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $21,442,638 | 268,100 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||