HARBOR INVESTMENT ADVISORY, LLC
Position in AEP — American Electric Power Co Inc
CIK 1468792
LUTHERVILLE, MD
Position in AEP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$320,819
+$13,437 QoQ
Shares Held
2,345
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,339
of 1,968 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $5,294,559 across 20 Utilities - Regulated Electric names. AEP ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,160 | $1,769,443 | |
| 2 | DUK |
Duke Energy CORP
|
10,195 | $1,290,483 | |
| 3 | FE |
Firstenergy Corp
|
18,214 | $865,893 | |
| 4 | EXC |
Exelon Corp
|
8,314 | $387,598 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
2,345 | $320,819 | |
| 6 | SO |
Southern Co
|
2,323 | $222,334 | |
| 7 | D |
Dominion Energy, Inc
|
1,393 | $95,127 | |
| 8 | ED |
Consolidated Edison Inc
|
816 | $90,274 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,819 | 2,345 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $307,382 | 2,345 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $95,822 | 831 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $93,487 | 831 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $86,224 | 831 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $283,118 | 2,591 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $238,967 | 2,591 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $265,836 | 2,591 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $240,056 | 2,736 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $240,821 | 2,797 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $328,697 | 4,047 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $280,570 | 3,730 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $362,649 | 4,307 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $519,461 | 5,709 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $550,994 | 5,803 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $479,278 | 5,544 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $452,453 | 4,716 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $503,439 | 5,046 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $452,501 | 5,086 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $384,143 | 4,732 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $366,613 | 4,334 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $388,942 | 4,592 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $338,326 | 4,063 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $162,070 | 1,983 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $112,133 | 1,408 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $113,971 | 1,425 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||