Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$52,607,959
+$3,262,631 QoQ
Shares Held
384,533
+2.1% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#140
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch Group, LLC holds $268,011,765 across 14 Utilities - Regulated Electric names. AEP ranks #4 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
787,841 | $75,404,262 | |
| 2 | NEE |
Nextera Energy Inc
|
858,202 | $75,324,389 | |
| 3 | ED |
Consolidated Edison Inc
|
533,029 | $58,968,998 | |
| 4 | AEP |
American Electric Power Co Inc
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|
384,533 | $52,607,959 | |
| 5 | DUK |
Duke Energy CORP
|
13,082 | $1,655,919 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $723,962 | |
| 7 | D |
Dominion Energy, Inc
|
9,909 | $676,685 | |
| 8 | IDA |
Idacorp Inc
|
3,656 | $553,152 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,607,959 | 384,533 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $49,345,328 | 376,452 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $37,497,082 | 325,185 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $921,825 | 8,194 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $849,586 | 8,188 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $892,408 | 8,167 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $633,712 | 6,871 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $703,015 | 6,852 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $600,404 | 6,843 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $578,850 | 6,723 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $552,133 | 6,798 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $509,991 | 6,780 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $532,144 | 6,320 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $579,697 | 6,371 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $603,787 | 6,359 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $571,348 | 6,609 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $729,144 | 7,600 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $757,354 | 7,591 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $674,481 | 7,581 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $614,532 | 7,570 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $639,584 | 7,561 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $639,569 | 7,551 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $544,669 | 6,541 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $533,778 | 6,531 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $519,332 | 6,521 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $523,709 | 6,548 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||