Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,576,208
+$1,064,538 QoQ
Shares Held
62,687
+9.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#334
of 1,972 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Horizon Investments, LLC holds $76,737,001 across 28 Utilities - Regulated Electric names. AEP ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
127,425 | $11,184,092 | |
| 2 | AEP |
American Electric Power Co Inc
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|
62,687 | $8,576,208 | |
| 3 | DUK |
Duke Energy CORP
|
63,683 | $8,060,994 | |
| 4 | SO |
Southern Co
|
70,508 | $6,748,320 | |
| 5 | ED |
Consolidated Edison Inc
|
54,702 | $6,051,682 | |
| 6 | PCG |
PG&E Corp
|
290,801 | $4,891,272 | |
| 7 | EIX |
Edison International
|
54,267 | $4,040,178 | |
| 8 | EXC |
Exelon Corp
|
78,899 | $3,678,271 |
All Filings in AEP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,576,208 | 62,687 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,511,670 | 57,306 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,705,853 | 58,155 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,758,975 | 42,302 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,058,494 | 19,839 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,134,331 | 10,381 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $918,795 | 9,962 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,002,504 | 9,771 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $889,244 | 10,135 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $830,778 | 9,649 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $768,584 | 9,463 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $516,686 | 6,869 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $570,539 | 6,776 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $562,136 | 6,178 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $859,867 | 9,056 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,086,157 | 12,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $857,223 | 8,935 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $382,114 | 4,707 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||