Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,604,376
+$22,545,119 QoQ
Shares Held
172,534
+2035.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#207
of 1,968 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. AEP ranks #1 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,604,376 | 172,534 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,059,257 | 8,081 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,612,956 | 13,988 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,826,037 | 51,787 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $500,019 | 4,819 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $493,353 | 4,515 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $662,764 | 7,186 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $137,791 | 1,343 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $114,675 | 1,307 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $108,744 | 1,263 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $66,924 | 824 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $67,095 | 892 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $67,781 | 805 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $73,155 | 804 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $75,675 | 797 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $71,667 | 829 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $79,054 | 824 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $80,614 | 808 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $67,973 | 764 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $72,737 | 896 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $62,681 | 741 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $60,620 | 728 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $59,009 | 722 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $57,022 | 716 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $56,705 | 709 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||