Position in AEP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,977,247
+$216,476 QoQ
Shares Held
45,600
-8.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
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, 2026BENJAMIN EDWARDS INC holds $188,920,302 across 26 Utilities - Regulated Electric names. AEP ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
584,490 | $67,666,407 | |
| 2 | NEE |
Nextera Energy Inc
|
386,842 | $35,929,884 | |
| 3 | SO |
Southern Co
|
200,127 | $19,316,257 | |
| 4 | DUK |
Duke Energy CORP
|
80,566 | $10,549,311 | |
| 5 | AEE |
Ameren Corp
|
79,702 | $8,760,843 | |
| 6 | ETR |
Entergy Corp /De/
|
66,872 | $7,513,737 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
45,600 | $5,977,247 | |
| 8 | CMS |
Cms Energy Corp
|
62,480 | $4,847,198 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,977,247 | 45,600 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,760,771 | 49,959 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,811,637 | 51,659 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,631,210 | 15,721 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,601,351 | 14,655 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,913,233 | 64,114 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,018,352 | 68,405 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,654,343 | 53,047 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,632,782 | 53,807 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $4,999,740 | 61,558 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,859,588 | 64,605 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,360,593 | 63,665 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,061,864 | 55,631 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $5,141,827 | 54,153 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $4,563,263 | 52,785 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $4,963,839 | 51,739 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,084,977 | 50,967 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,687,918 | 52,691 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $703,099 | 8,661 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $90,088 | 1,065 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $84,954 | 1,003 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $73,360 | 881 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,302 | 175 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $13,937 | 175 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,996 | 175 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||