Gradient Investments LLC
Position in AEP — American Electric Power Co Inc
CIK 1542265
ARDEN HILLS, MN
Position in AEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$16,585,476
+$822,713 QoQ
Shares Held
121,230
+0.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#252
of 1,965 holders
Holding Since
Mar 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, 2026Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. AEP ranks #3 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
300,571 | $26,381,116 | |
| 2 | EIX |
Edison International
|
251,283 | $18,708,019 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
121,230 | $16,585,476 | |
| 4 | NGG |
National Grid PLC
|
65,039 | $5,389,781 | |
| 5 | CNP |
Centerpoint Energy Inc
|
52,820 | $2,326,192 | |
| 6 | DUK |
Duke Energy CORP
|
7,504 | $949,856 | |
| 7 | SO |
Southern Co
|
8,412 | $805,112 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,297 | $735,300 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,585,476 | 121,230 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $15,762,763 | 120,253 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,710,589 | 118,902 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,909,287 | 132,527 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $333,277 | 3,212 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $217,775 | 1,993 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $208,585 | 2,033 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $253,393 | 2,888 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $169,703 | 1,971 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $426,811 | 5,255 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $369,405 | 4,911 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $413,506 | 4,911 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $450,036 | 4,946 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $492,315 | 5,185 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $448,156 | 5,184 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $326,963 | 3,408 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $335,027 | 3,358 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $294,401 | 3,309 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $187,525 | 2,310 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $188,889 | 2,233 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $192,861 | 2,277 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $204,677 | 2,458 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $200,892 | 2,458 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $195,755 | 2,458 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $218,505 | 2,732 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||