Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$271,325,833
+$11,465,501 QoQ
Shares Held
1,983,231
+0.0% QoQ
Ownership
0.364%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#42
of 1,981 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)
Derivatives in AEP
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$189
PutShares
2
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HighTower Advisors, LLC holds $988,501,740 across 32 Utilities - Regulated Electric names. AEP ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in AEP
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,325,833 | 1,983,231 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $259,860,332 | 1,982,456 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $227,792,022 | 1,975,475 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $222,299,662 | 1,975,997 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $198,211,482 | 1,910,288 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $208,359,860 | 1,906,835 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $114,338,084 | 1,239,706 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $124,112,655 | 1,209,675 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $109,875,836 | 1,252,289 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $105,607,246 | 1,226,565 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $71,870,765 | 884,890 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $66,003,744 | 877,476 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $66,614,577 | 791,147 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $68,158,152 | 749,073 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $63,617,259 | 670,008 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $189 | 2 | Put | Sole | 2023-02-09 | |
| 2022-09-30 | $73,115,606 | 845,756 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $84,461 | 977 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $80,243,064 | 836,388 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $436,000 | 101,500 | Put | Sole | 2022-08-10 | |
| 2022-03-31 | $71,830,608 | 719,962 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $62,554,895 | 703,101 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $50,944,021 | 627,544 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $50,160,939 | 592,989 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $45,646,439 | 538,919 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $40,506,524 | 486,448 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $26,890,641 | 329,018 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $21,610,314 | 271,350 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $16,676,229 | 208,505 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||