Empowered Funds, LLC
Position in AEP — American Electric Power Co Inc
CIK 1592828
NEWTOWN SQUARE, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$13,592,480
+$1,368,882 QoQ
Shares Held
99,353
+6.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#270
of 1,968 holders
Holding Since
Dec 2020
15 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, 2026Empowered Funds, LLC holds $137,396,013 across 28 Utilities - Regulated Electric names. AEP ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
358,821 | $26,714,219 | |
| 2 | EXC |
Exelon Corp
|
413,894 | $19,295,735 | |
| 3 | NEE |
Nextera Energy Inc
|
193,590 | $16,991,390 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
99,353 | $13,592,480 | |
| 5 | PCG |
PG&E Corp
|
509,279 | $8,566,068 | |
| 6 | SO |
Southern Co
|
70,759 | $6,772,341 | |
| 7 | DUK |
Duke Energy CORP
|
50,244 | $6,359,881 | |
| 8 | ES |
Eversource Energy
|
76,205 | $5,507,332 |
All Filings in AEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,592,480 | 99,353 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $12,223,598 | 93,253 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $10,104,636 | 89,819 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,060,347 | 68,045 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $5,481,418 | 50,164 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,796,647 | 41,165 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,202,496 | 40,960 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $3,142,144 | 35,812 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $2,900,449 | 33,687 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,853,358 | 22,819 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $423,187 | 5,626 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $373,090 | 4,431 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $213,098 | 2,342 | Shares | Other | 2023-04-05 | |
| 2021-03-31 | $485,076 | 5,727 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $476,887 | 5,727 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||