Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$909,786
+$38,104 QoQ
Shares Held
6,650
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#875
of 1,972 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Family Trust holds $3,638,125 across 10 Utilities - Regulated Electric names. AEP ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
6,650 | $909,786 | |
| 2 | D |
Dominion Energy, Inc
|
6,540 | $446,616 | |
| 3 | ES |
Eversource Energy
|
5,440 | $393,148 | |
| 4 | EVRG |
Evergy, Inc.
|
3,970 | $343,127 | |
| 5 | NEE |
Nextera Energy Inc
|
3,660 | $321,238 | |
| 6 | ETR |
Entergy Corp /De/
|
2,560 | $294,041 | |
| 7 | FE |
Firstenergy Corp
|
5,435 | $258,379 | |
| 8 | AEE |
Ameren Corp
|
2,110 | $238,514 |
All Filings in AEP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,786 | 6,650 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $871,682 | 6,650 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $766,811 | 6,650 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $748,125 | 6,650 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $690,004 | 6,650 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $726,645 | 6,650 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $613,329 | 6,650 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $682,290 | 6,650 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $583,471 | 6,650 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $572,565 | 6,650 | Shares | Defined | 2024-05-09 | |
| 2023-09-30 | $649,524 | 8,635 | Shares | Defined | 2023-11-02 | |
| 2023-03-31 | $233,389 | 2,565 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $312,860 | 3,295 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||