Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,195,936
+$161,446 QoQ
Shares Held
16,051
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#610
of 1,972 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vontobel Holding Ltd. holds $274,221,777 across 22 Utilities - Regulated Electric names. AEP ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,391,408 | $209,893,877 | |
| 2 | ES |
Eversource Energy
|
511,826 | $36,989,663 | |
| 3 | DUK |
Duke Energy CORP
|
54,885 | $6,947,342 | |
| 4 | CNP |
Centerpoint Energy Inc
|
120,112 | $5,289,732 | |
| 5 | EIX |
Edison International
|
42,126 | $3,136,279 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
16,051 | $2,195,936 | |
| 7 | SO |
Southern Co
|
21,247 | $2,033,548 | |
| 8 | XEL |
Xcel Energy Inc
|
19,737 | $1,584,880 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,195,936 | 16,051 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $2,034,490 | 15,521 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,564,293 | 13,566 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,007,323 | 8,954 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $314,496 | 3,031 | Shares | Defined | 2025-07-23 | |
| 2021-09-30 | $624,436 | 7,692 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $670,883 | 7,931 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $2,052,704 | 24,235 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $711,624 | 8,546 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||