Position in AEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,994,794
-$532,853 QoQ
Shares Held
30,476
-22.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Allworth Financial LP holds $158,651,861 across 37 Utilities - Regulated Electric names. AEP ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
596,231 | $55,377,935 | |
| 2 | DUK |
Duke Energy CORP
|
182,673 | $23,919,202 | |
| 3 | SO |
Southern Co
|
237,057 | $22,880,741 | |
| 4 | XEL |
Xcel Energy Inc
|
223,258 | $17,735,615 | |
| 5 | PCG |
PG&E Corp
|
336,961 | $5,920,404 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
50,272 | $5,819,989 | |
| 7 | AEE |
Ameren Corp
|
41,884 | $4,603,889 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
30,476 | $3,994,794 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,994,794 | 30,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,527,647 | 39,265 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,459,487 | 30,751 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,465,168 | 33,396 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,772,468 | 16,221 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,437,496 | 15,586 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,188,723 | 11,586 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,197,300 | 13,646 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,270,836 | 14,760 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $935,735 | 11,521 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $923,851 | 12,282 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,033,386 | 12,273 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,306,343 | 14,357 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,199,978 | 12,638 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,021,060 | 11,811 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,020,034 | 10,632 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $997,899 | 10,002 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $891,746 | 10,023 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $797,593 | 9,825 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $364,921 | 4,314 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $496,257 | 5,859 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $489,960 | 5,884 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $506,644 | 6,199 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $523,075 | 6,568 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $512,831 | 6,412 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||