Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$47,609
+$19,034 QoQ
Shares Held
348
+59.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,777
of 1,972 holders
Holding Since
Mar 2020
22 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, 2026IMA Advisory Services, Inc. holds $578,365 across 24 Utilities - Regulated Electric names. AEP ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,225 | $117,244 | |
| 2 | DUK |
Duke Energy CORP
|
647 | $81,897 | |
| 3 | NEE |
Nextera Energy Inc
|
559 | $49,063 | |
| 4 | AEE |
Ameren Corp
|
423 | $47,815 | |
| 5 | EVRG |
Evergy, Inc.
|
553 | $47,795 | |
| 6 | AEP |
American Electric Power Co Inc
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|
348 | $47,609 | |
| 7 | XEL |
Xcel Energy Inc
|
498 | $39,989 | |
| 8 | EXC |
Exelon Corp
|
838 | $39,067 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,609 | 348 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $28,575 | 218 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,712 | 249 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,387 | 199 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $33,410 | 322 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $34,747 | 318 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $32,626 | 318 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $27,680 | 368 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $30,985 | 368 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $19,016 | 209 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $34,941 | 368 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $31,813 | 368 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $35,305 | 368 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $31,726 | 318 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $28,292 | 318 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,815 | 318 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $26,899 | 318 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,934 | 318 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $26,479 | 318 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $25,990 | 318 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $25,325 | 318 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $25,433 | 318 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||