Columbia Asset Management
Position in AEP — American Electric Power Co Inc
CIK 1585047
Ann Arbor, MI
Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,849,808
+$325,479 QoQ
Shares Held
13,521
+16.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#661
of 1,972 holders
Holding Since
Mar 2020
25 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, 2026Columbia Asset Management holds $6,439,102 across 6 Utilities - Regulated Electric names. AEP ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
13,521 | $1,849,808 | |
| 2 | DUK |
Duke Energy CORP
|
12,624 | $1,597,945 | |
| 3 | DTE |
Dte Energy Co
|
10,269 | $1,564,687 | |
| 4 | SO |
Southern Co
|
7,141 | $683,465 | |
| 5 | D |
Dominion Energy, Inc
|
6,739 | $460,206 | |
| 6 | ED |
Consolidated Edison Inc
|
2,558 | $282,991 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,849,808 | 13,521 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,524,329 | 11,629 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,214,444 | 10,532 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,101,825 | 9,794 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $985,823 | 9,501 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,037,955 | 9,499 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $875,816 | 9,496 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $961,156 | 9,368 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $814,314 | 9,281 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $756,474 | 8,786 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $713,598 | 8,786 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $651,254 | 8,658 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $802,005 | 9,525 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $882,784 | 9,702 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $950,924 | 10,015 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $852,656 | 9,863 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $934,071 | 9,736 | Shares | Sole | 2022-08-26 | |
| 2021-12-31 | $906,693 | 10,191 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $961,090 | 11,839 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,013,980 | 11,987 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,108,214 | 13,084 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $919,633 | 11,044 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,103,927 | 13,507 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,118,464 | 14,044 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,123,239 | 14,044 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||