Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$523,982
+$9,493 QoQ
Shares Held
3,830
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,098
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Joel Isaacson & Co., LLC holds $9,865,110 across 8 Utilities - Regulated Electric names. AEP ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,746 | $4,102,896 | |
| 2 | ED |
Consolidated Edison Inc
|
22,363 | $2,474,018 | |
| 3 | DUK |
Duke Energy CORP
|
6,366 | $805,808 | |
| 4 | D |
Dominion Energy, Inc
|
10,901 | $744,429 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
3,830 | $523,982 | |
| 6 | NGG |
National Grid PLC
|
5,734 | $475,176 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,156 | $418,460 | |
| 8 | SO |
Southern Co
|
3,347 | $320,341 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,982 | 3,830 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $514,489 | 3,925 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $461,816 | 4,005 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $450,562 | 4,005 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $415,558 | 4,005 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $437,626 | 4,005 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $355,546 | 3,855 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $395,523 | 3,855 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $315,337 | 3,594 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $309,443 | 3,594 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $291,904 | 3,594 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $270,340 | 3,594 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $294,615 | 3,499 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $318,374 | 3,499 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $332,230 | 3,499 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $302,488 | 3,499 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $326,100 | 3,399 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $327,445 | 3,282 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $291,999 | 3,282 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $272,115 | 3,352 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $289,382 | 3,421 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $289,758 | 3,421 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $284,866 | 3,421 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $275,920 | 3,376 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $268,864 | 3,376 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $258,895 | 3,237 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||