CAPTRUST FINANCIAL ADVISORS
Position in AEP — American Electric Power Co Inc
CIK 1512024
RALEIGH, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$98,234,094
+$3,682,945 QoQ
Shares Held
718,033
-0.5% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#88
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $487,166,782 across 31 Utilities - Regulated Electric names. AEP ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,381,141 | $121,222,745 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
718,033 | $98,234,094 | |
| 3 | DUK |
Duke Energy CORP
|
501,296 | $63,454,047 | |
| 4 | SO |
Southern Co
|
325,851 | $31,187,199 | |
| 5 | ETR |
Entergy Corp /De/
|
136,917 | $15,726,286 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
128,921 | $13,794,547 | |
| 7 | D |
Dominion Energy, Inc
|
201,862 | $13,785,155 | |
| 8 | EVRG |
Evergy, Inc.
|
123,696 | $10,691,045 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,234,094 | 718,033 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $94,551,149 | 721,324 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,977,595 | 103,873 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,570,737 | 102,851 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $9,824,515 | 94,685 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $10,262,201 | 93,916 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,681,283 | 83,284 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,332,146 | 81,210 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,536,339 | 85,894 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,675,556 | 89,147 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,614,599 | 106,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,269,009 | 109,931 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,756,843 | 115,877 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,086,130 | 121,839 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,912,047 | 125,456 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,152,222 | 129,002 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $6,519,794 | 67,957 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $5,934,618 | 59,483 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,624,215 | 51,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,987,967 | 49,125 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,783,118 | 44,723 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,509,968 | 41,440 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,947,841 | 35,401 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,947,183 | 36,060 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,042,327 | 38,201 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,725,558 | 34,078 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||