Empirical Finance, LLC
Position in AEP — American Electric Power Co Inc
CIK 1572838
NEWTOWN SQUARE, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,472,293
+$187,569 QoQ
Shares Held
18,071
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#579
of 1,968 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, 2026Empirical Finance, LLC holds $37,869,565 across 23 Utilities - Regulated Electric names. AEP ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,396 | $6,178,656 | |
| 2 | DUK |
Duke Energy CORP
|
31,163 | $3,944,612 | |
| 3 | SO |
Southern Co
|
37,799 | $3,617,742 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
18,071 | $2,472,293 | |
| 5 | D |
Dominion Energy, Inc
|
29,275 | $1,999,189 | |
| 6 | ETR |
Entergy Corp /De/
|
14,767 | $1,696,137 | |
| 7 | EIX |
Edison International
|
22,398 | $1,667,531 | |
| 8 | EXC |
Exelon Corp
|
34,851 | $1,624,753 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,472,293 | 18,071 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,284,724 | 17,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,012,044 | 17,449 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,049,187 | 18,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,870,481 | 18,027 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,956,260 | 17,903 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,616,607 | 17,528 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,820,534 | 17,744 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,526,588 | 17,399 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,585,962 | 18,420 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,444,010 | 17,779 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,326,203 | 17,631 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,339,874 | 15,913 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,278,773 | 14,054 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $1,261,315 | 13,284 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $1,055,554 | 12,210 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $973,791 | 10,150 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $957,392 | 9,596 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $759,536 | 8,537 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $505,913 | 6,232 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $422,442 | 4,994 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $422,991 | 4,994 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $415,850 | 4,994 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $335,910 | 4,110 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $259,706 | 3,261 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $227,463 | 2,844 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||