Carnegie Investment Counsel
Position in AEP — American Electric Power Co Inc
CIK 1511506
PEPPER PIKE, OH
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,052,965
+$3,015,046 QoQ
Shares Held
51,553
+67.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#377
of 1,972 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, 2026Carnegie Investment Counsel holds $120,056,382 across 14 Utilities - Regulated Electric names. AEP ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
649,377 | $49,540,971 | |
| 2 | NEE |
Nextera Energy Inc
|
406,002 | $35,634,795 | |
| 3 | SO |
Southern Co
|
207,587 | $19,868,151 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
51,553 | $7,052,965 | |
| 5 | DTE |
Dte Energy Co
|
11,995 | $1,827,678 | |
| 6 | DUK |
Duke Energy CORP
|
12,422 | $1,572,376 | |
| 7 | ETR |
Entergy Corp /De/
|
9,102 | $1,045,455 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
8,301 | $969,307 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,052,965 | 51,553 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,037,919 | 30,805 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,587,294 | 31,110 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,174,862 | 28,221 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,937,199 | 18,670 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,756,187 | 16,072 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $802,862 | 8,705 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $565,531 | 5,512 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $483,535 | 5,511 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $458,310 | 5,323 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $400,658 | 4,933 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $295,689 | 3,931 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $332,505 | 3,949 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $377,790 | 4,152 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $422,432 | 4,449 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $370,524 | 4,286 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $475,766 | 4,959 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $500,546 | 5,017 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $447,874 | 5,034 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $434,150 | 5,348 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $455,517 | 5,385 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $426,379 | 5,034 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $408,689 | 4,908 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $401,049 | 4,907 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $390,713 | 4,906 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $439,410 | 5,494 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||