Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,222,939
+$245,692 QoQ
Shares Held
45,486
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#400
of 1,978 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, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. AEP ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
45,486 | $6,222,939 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,222,939 | 45,486 | Shares | Defined | 2026-07-24 | |
| 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. | ||||||