Colonial Trust Advisors
Position in AEP — American Electric Power Co Inc
CIK 1567993
SPARTANBURG, SC
Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$420,553
+$40,421 QoQ
Shares Held
3,074
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,205
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Colonial Trust Advisors holds $27,517,878 across 16 Utilities - Regulated Electric names. AEP ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
135,471 | $17,147,919 | |
| 2 | NEE |
Nextera Energy Inc
|
91,382 | $8,020,598 | |
| 3 | SO |
Southern Co
|
6,461 | $618,382 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
4,372 | $510,518 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
3,074 | $420,553 | |
| 6 | D |
Dominion Energy, Inc
|
3,290 | $224,674 | |
| 7 | XEL |
Xcel Energy Inc
|
1,795 | $144,138 | |
| 8 | ETR |
Entergy Corp /De/
|
1,220 | $140,129 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,553 | 3,074 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $380,132 | 2,900 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $334,399 | 2,900 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $338,962 | 3,013 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $323,938 | 3,122 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $341,250 | 3,123 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,298,740 | 24,924 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,593,933 | 25,282 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,165,247 | 24,678 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,180,052 | 25,320 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,079,638 | 25,605 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,996,489 | 26,542 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,148,278 | 25,514 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,054,645 | 22,581 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,004,489 | 21,111 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,273,667 | 14,733 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $465,309 | 4,850 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $483,884 | 4,850 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $431,504 | 4,850 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $454,608 | 5,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $482,163 | 5,700 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $482,790 | 5,700 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $528,764 | 6,350 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $583,143 | 7,135 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $563,930 | 7,081 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $530,667 | 6,635 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||