Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$740,142
+$27,985 QoQ
Shares Held
5,410
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#960
of 1,972 holders
Holding Since
Jun 2020
25 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, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. AEP ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
5,410 | $740,142 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,142 | 5,410 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $712,157 | 5,433 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $604,455 | 5,242 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,111,837 | 9,883 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $938,094 | 9,041 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $909,454 | 8,323 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $239,244 | 2,594 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $257,936 | 2,514 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $678,668 | 7,735 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $504,287 | 5,857 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $475,624 | 5,856 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $425,594 | 5,658 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $469,751 | 5,579 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $660,678 | 7,261 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $687,532 | 7,241 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $645,176 | 7,463 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $671,484 | 6,999 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $702,979 | 7,046 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $621,277 | 6,983 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $544,798 | 6,711 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $576,311 | 6,813 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $572,572 | 6,760 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $536,924 | 6,448 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $544,730 | 6,665 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $496,953 | 6,240 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||