Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,607,213
+$190,473 QoQ
Shares Held
33,676
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#458
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026Oxbow Advisors, LLC holds $13,605,782 across 6 Utilities - Regulated Electric names. AEP ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
33,676 | $4,607,213 | |
| 2 | EVRG |
Evergy, Inc.
|
48,457 | $4,188,138 | |
| 3 | DTE |
Dte Energy Co
|
24,890 | $3,792,489 | |
| 4 | DUK |
Duke Energy CORP
|
4,295 | $543,661 | |
| 5 | LNT |
Alliant Energy Corp
|
3,200 | $244,128 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,971 | $230,153 |
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,607,213 | 33,676 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,416,740 | 33,695 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,850,777 | 33,395 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,762,337 | 33,443 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,436,116 | 33,116 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,493,034 | 31,967 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,824,267 | 30,622 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||