Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,334,202
+$20,403,235 QoQ
Shares Held
185,178
+392.3% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#203
of 1,972 holders
Holding Since
Mar 2022
12 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, 2026Waverly Advisors, LLC holds $132,199,298 across 27 Utilities - Regulated Electric names. AEP ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,945 | $33,301,815 | |
| 2 | AEP |
American Electric Power Co Inc
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|
185,178 | $25,334,202 | |
| 3 | NEE |
Nextera Energy Inc
|
193,331 | $16,968,661 | |
| 4 | DUK |
Duke Energy CORP
|
126,743 | $16,043,128 | |
| 5 | D |
Dominion Energy, Inc
|
106,769 | $7,291,255 | |
| 6 | XEL |
Xcel Energy Inc
|
73,580 | $5,908,473 | |
| 7 | EXC |
Exelon Corp
|
102,569 | $4,781,766 | |
| 8 | DTE |
Dte Energy Co
|
26,700 | $4,068,279 |
All Filings in AEP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,334,202 | 185,178 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,930,967 | 37,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,949,136 | 34,248 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,970,787 | 26,407 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,258,855 | 21,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,110,003 | 19,310 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,071,435 | 11,617 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $761,189 | 7,419 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $648,661 | 7,393 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $348,963 | 4,053 | Shares | Sole | 2024-05-15 | |
| 2022-12-31 | $217,435 | 2,290 | Shares | Other | 2023-02-15 | |
| 2022-03-31 | $208,618 | 2,091 | Shares | Other | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||