Johnson Financial Group, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1477024
RACINE, WI
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,083,641
+$1,055,694 QoQ
Shares Held
29,849
+29.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#479
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, 2026Johnson Financial Group, Inc. holds $20,728,843 across 21 Utilities - Regulated Electric names. AEP ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
109,531 | $5,106,334 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,089 | $4,214,111 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
29,849 | $4,083,641 | |
| 4 | EVRG |
Evergy, Inc.
|
29,898 | $2,584,083 | |
| 5 | ETR |
Entergy Corp /De/
|
7,342 | $843,301 | |
| 6 | ED |
Consolidated Edison Inc
|
7,456 | $824,856 | |
| 7 | LNT |
Alliant Energy Corp
|
8,998 | $686,457 | |
| 8 | DUK |
Duke Energy CORP
|
4,328 | $547,837 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,083,641 | 29,849 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,027,947 | 23,100 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,314,386 | 20,071 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $235,349 | 2,092 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $169,335 | 1,632 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $376,544 | 3,446 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $317,824 | 3,446 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $320,316 | 3,122 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $327,357 | 3,731 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $572,995 | 6,655 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $464,983 | 5,725 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $632,674 | 8,411 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $660,548 | 7,845 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $609,450 | 6,698 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $519,091 | 5,467 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $385,999 | 4,465 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $172,596 | 1,799 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $179,486 | 1,799 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $160,057 | 1,799 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $168,529 | 2,076 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $178,738 | 2,113 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $229,791 | 2,713 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $270,960 | 3,254 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $465,288 | 5,693 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $453,390 | 5,693 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $531,547 | 6,646 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||