Position in AEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$814,976
+$45,931 QoQ
Shares Held
5,957
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#911
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 16%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OZK holds $9,067,674 across 7 Utilities - Regulated Electric names. AEP ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
44,723 | $4,280,438 | |
| 2 | DUK |
Duke Energy CORP
|
9,041 | $1,144,409 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
13,295 | $1,079,021 | |
| 4 | ETR |
Entergy Corp /De/
|
7,299 | $838,363 | |
| 5 | AEP |
American Electric Power Co Inc
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|
5,957 | $814,976 | |
| 6 | NEE |
Nextera Energy Inc
|
7,468 | $655,465 | |
| 7 | ED |
Consolidated Edison Inc
|
2,305 | $255,002 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,976 | 5,957 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $769,045 | 5,867 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $676,523 | 5,867 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $647,325 | 5,754 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $597,242 | 5,756 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $628,957 | 5,756 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $519,992 | 5,638 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $606,160 | 5,908 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $510,382 | 5,817 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $500,843 | 5,817 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $472,456 | 5,817 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $437,554 | 5,817 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $557,151 | 6,617 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $633,653 | 6,964 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $670,441 | 7,061 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $610,423 | 7,061 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $668,988 | 6,973 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $705,772 | 7,074 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $629,372 | 7,074 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $584,008 | 7,194 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $674,097 | 7,969 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $673,449 | 7,951 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $673,570 | 8,089 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $661,113 | 8,089 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $632,261 | 7,939 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $606,168 | 7,579 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||