DONALDSON CAPITAL MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 1487438
EVANSVILLE, IN
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,060,551
+$368,449 QoQ
Shares Held
7,752
+46.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#825
of 1,978 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $108,921,963 across 7 Utilities - Regulated Electric names. AEP ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
447,934 | $52,305,253 | |
| 2 | XEL |
Xcel Energy Inc
|
501,050 | $40,234,315 | |
| 3 | NEE |
Nextera Energy Inc
|
89,801 | $7,881,833 | |
| 4 | SO |
Southern Co
|
29,606 | $2,833,590 | |
| 5 | DUK |
Duke Energy CORP
|
21,451 | $2,715,267 | |
| 6 | D |
Dominion Energy, Inc
|
27,693 | $1,891,154 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
7,752 | $1,060,551 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,551 | 7,752 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $692,102 | 5,280 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $694,281 | 6,021 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $672,075 | 5,974 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $592,262 | 5,708 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $667,421 | 6,108 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $508,002 | 5,508 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $587,898 | 5,730 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $500,819 | 5,708 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $547,423 | 6,358 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $593,393 | 7,306 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $606,574 | 8,064 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $707,701 | 8,405 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $764,770 | 8,405 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $827,109 | 8,711 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $753,065 | 8,711 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $843,696 | 8,794 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $877,377 | 8,794 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $740,141 | 8,319 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $636,613 | 7,842 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $660,817 | 7,812 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $678,362 | 8,009 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $529,763 | 6,362 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $454,582 | 5,562 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $440,409 | 5,530 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $442,289 | 5,530 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||