Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,473,524
+$1,109,506 QoQ
Shares Held
18,080
+73.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#579
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, 2026Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. AEP ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,356 | $9,949,256 | |
| 2 | DTE |
Dte Energy Co
|
47,200 | $7,191,864 | |
| 3 | DUK |
Duke Energy CORP
|
40,177 | $5,085,604 | |
| 4 | SO |
Southern Co
|
40,567 | $3,882,667 | |
| 5 | CMS |
Cms Energy Corp
|
39,672 | $3,034,908 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
18,080 | $2,473,524 | |
| 7 | EIX |
Edison International
|
28,634 | $2,131,801 | |
| 8 | FE |
Firstenergy Corp
|
37,888 | $1,801,195 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,473,524 | 18,080 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,364,018 | 10,406 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $725,991 | 6,296 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $873,337 | 7,763 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,116,146 | 10,757 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $988,784 | 9,049 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $808,027 | 8,761 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,082,943 | 10,555 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,101,926 | 12,559 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,086,840 | 12,623 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $551,971 | 6,796 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $920,166 | 12,233 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,000,127 | 11,878 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,343,467 | 14,765 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,388,928 | 14,628 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,152,637 | 13,333 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,147,442 | 11,960 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,200,233 | 12,030 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,414,623 | 15,900 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,030,823 | 12,698 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,234,844 | 14,598 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $968,375 | 11,433 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,552,152 | 18,640 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,653,724 | 20,234 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,669,971 | 20,969 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,709,652 | 21,376 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||