Position in AEP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,784,148
+$775,365 QoQ
Shares Held
28,869
+10.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 56%
Shared 7%
None 37%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Savant Capital, LLC holds $69,784,662 across 33 Utilities - Regulated Electric names. AEP ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
218,993 | $21,137,204 | |
| 2 | NEE |
Nextera Energy Inc
|
110,120 | $10,227,945 | |
| 3 | DUK |
Duke Energy CORP
|
67,301 | $8,812,392 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
28,869 | $3,784,148 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
27,136 | $3,141,534 | |
| 6 | ED |
Consolidated Edison Inc
|
17,663 | $1,999,098 | |
| 7 | EXC |
Exelon Corp
|
39,382 | $1,930,505 | |
| 8 | ES |
Eversource Energy
|
24,659 | $1,708,375 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,784,148 | 28,869 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,008,783 | 26,093 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,024,900 | 26,888 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $2,653,973 | 25,578 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $2,612,645 | 23,910 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $4,216,940 | 45,722 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,699,387 | 45,803 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,861,261 | 44,008 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,876,910 | 45,028 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,665,945 | 45,136 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,321,414 | 44,156 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,737,890 | 44,393 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $851,302 | 9,356 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $843,440 | 8,883 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $732,058 | 8,468 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $809,637 | 8,439 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $728,919 | 7,306 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $635,690 | 7,145 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $566,961 | 6,984 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $472,942 | 5,591 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $464,918 | 5,489 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $472,890 | 5,679 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $478,856 | 5,859 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $624,377 | 7,840 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $647,598 | 8,097 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||