Position in AEP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$32,801,852
+$3,350,295 QoQ
Shares Held
250,243
-2.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. AEP ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
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|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,801,852 | 250,243 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,451,557 | 255,412 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $29,671,987 | 263,751 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,015,473 | 29,062 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,586,093 | 23,667 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,566,391 | 27,826 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,708,640 | 26,400 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,255,619 | 25,708 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,170,236 | 25,206 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,145,507 | 26,416 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,003,635 | 26,637 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,015,327 | 23,935 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,144,998 | 23,574 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,947,709 | 20,513 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,870,518 | 21,637 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,387,100 | 14,458 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,276,457 | 12,794 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,066,038 | 11,982 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,119,717 | 13,237 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,121,173 | 13,237 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,102,244 | 13,237 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,081,860 | 13,237 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,054,194 | 13,237 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,058,695 | 13,237 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||