Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,405,165
+$2,208,068 QoQ
Shares Held
83,365
+18.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#291
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, 2026Atria Investments, Inc holds $115,021,022 across 30 Utilities - Regulated Electric names. AEP ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,938 | $14,301,068 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
83,365 | $11,405,165 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
94,457 | $11,029,743 | |
| 4 | SO |
Southern Co
|
113,465 | $10,859,735 | |
| 5 | ETR |
Entergy Corp /De/
|
82,087 | $9,428,512 | |
| 6 | DUK |
Duke Energy CORP
|
56,730 | $7,180,883 | |
| 7 | NGG |
National Grid PLC
|
67,245 | $5,572,593 | |
| 8 | FE |
Firstenergy Corp
|
107,135 | $5,093,197 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,405,165 | 83,365 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,197,097 | 70,164 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,301,827 | 80,668 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,203,850 | 81,812 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,341,266 | 80,390 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,494,798 | 86,893 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,595,970 | 82,359 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,707,106 | 75,118 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,827,926 | 77,820 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,663,623 | 77,394 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,940,287 | 60,826 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,577,964 | 60,861 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,920,648 | 58,440 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,020,646 | 55,178 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,030,437 | 42,448 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,382,356 | 39,125 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,764,301 | 39,236 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,134,269 | 41,438 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,046,243 | 34,239 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,557,332 | 31,502 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,516,721 | 29,752 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,142,401 | 25,294 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,811,955 | 21,760 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,842,766 | 22,547 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,892,326 | 23,761 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $5,090,966 | 63,653 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||