Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,869,235
+$174,240 QoQ
Shares Held
13,663
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#660
of 1,983 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $36,662,439 across 36 Utilities - Regulated Electric names. AEP ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
63,528 | $6,080,264 | |
| 2 | NEE |
Nextera Energy Inc
|
60,489 | $5,309,119 | |
| 3 | DUK |
Duke Energy CORP
|
22,418 | $2,837,670 | |
| 4 | FTS |
Fortis Inc.
|
39,804 | $2,277,982 | |
| 5 | NGG |
National Grid PLC
|
23,872 | $1,978,272 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
13,663 | $1,869,235 | |
| 7 | ED |
Consolidated Edison Inc
|
15,764 | $1,743,971 | |
| 8 | D |
Dominion Energy, Inc
|
22,130 | $1,511,257 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,869,235 | 13,663 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,694,995 | 12,931 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,213,061 | 10,520 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,115,887 | 9,919 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,009,273 | 9,727 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,101,223 | 10,078 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $908,834 | 9,854 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $976,341 | 9,516 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $808,348 | 9,213 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $753,375 | 8,750 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $635,790 | 7,828 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $614,096 | 8,164 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $493,748 | 5,864 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $669,777 | 7,361 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $589,259 | 6,206 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $568,495 | 6,576 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $545,802 | 5,689 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $480,492 | 4,816 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $383,104 | 4,306 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $355,730 | 4,382 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $371,773 | 4,395 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $358,873 | 4,237 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $367,553 | 4,414 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $342,939 | 4,196 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $352,486 | 4,426 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $414,536 | 5,183 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||