Goelzer Investment Management, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1550057 CARMEL, IN

Position in AEP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$10,378,817

+$124,691 QoQ

Shares Held

75,863

-3.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#304

of 1,972 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Utilities · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $26,839,933 across 6 Utilities - Regulated Electric names. AEP ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	75,863	$10,378,817
2	ETR	Entergy Corp /De/	67,075	$7,704,234
3	SO	Southern Co	56,100	$5,369,331
4	NEE	Nextera Energy Inc	17,610	$1,545,629
5	EVRG	Evergy, Inc.	14,449	$1,248,827
6	XEL	Xcel Energy Inc	7,386	$593,095

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,378,817	75,863	-3.0%	Shares	Sole	2026-07-15
2026-03-31	$10,254,126	78,228	+4.7%	Shares	Sole	2026-04-09
2025-12-31	$8,612,503	74,690	+0.3%	Shares	Sole	2026-01-14
2025-09-30	$8,379,562	74,485	-2.2%	Shares	Sole	2025-10-14
2025-06-30	$7,901,012	76,147	-0.6%	Shares	Sole	2025-07-09
2025-03-31	$8,373,469	76,631	-2.0%	Shares	Sole	2025-04-29
2024-12-31	$7,211,187	78,187	-2.0%	Shares	Sole	2025-01-21
2024-09-30	$8,184,504	79,771	-0.6%	Shares	Sole	2024-10-04
2024-06-30	$7,040,871	80,247	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$6,981,246	81,083	+60.9%	Shares	Sole	2024-05-02
2023-12-31	$4,091,863	50,380	-0.0%	Shares	Sole	2024-02-08
2023-09-30	$3,790,636	50,394	-3.6%	Shares	Sole	2023-11-13
2023-06-30	$4,403,154	52,294	+1.1%	Shares	Sole	2023-07-27
2023-03-31	$4,705,092	51,710	—	Shares	Sole	2023-04-28
No filing history on record for this holder in this stock.