Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,106,494
-$7,500,319 QoQ
Shares Held
190,823
-25.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#199
of 1,972 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18%
Shared 1%
None 82%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. AEP ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,106,494 | 190,823 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $33,606,813 | 256,384 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $22,840,718 | 198,081 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,811,150 | 184,988 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $12,016,756 | 115,813 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,306,931 | 103,477 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $8,817,280 | 95,601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,347,270 | 91,104 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,463,454 | 73,666 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,735,791 | 159,533 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,285,024 | 40,446 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,226,812 | 29,604 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,182,254 | 37,794 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,721,965 | 29,915 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,599,242 | 16,843 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,343,260 | 15,538 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,605,555 | 16,735 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,308,383 | 13,114 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,231,967 | 13,847 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $849,061 | 10,459 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,019,394 | 12,051 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $888,418 | 10,489 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $761,254 | 9,142 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $672,065 | 8,223 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $254,576 | 3,183 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||