Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,490,530
+$16,977,635 QoQ
Shares Held
317,890
+57.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#156
of 1,983 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tidal Investments LLC holds $412,425,315 across 30 Utilities - Regulated Electric names. AEP ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
754,424 | $66,215,793 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
317,890 | $43,490,530 | |
| 3 | ETR |
Entergy Corp /De/
|
355,791 | $40,866,154 | |
| 4 | XEL |
Xcel Energy Inc
|
505,096 | $40,559,208 | |
| 5 | IDA |
Idacorp Inc
|
218,614 | $33,076,298 | |
| 6 | OGE |
Oge Energy Corp.
|
678,233 | $33,002,817 | |
| 7 | D |
Dominion Energy, Inc
|
324,778 | $22,179,089 | |
| 8 | PCG |
PG&E Corp
|
1,070,885 | $18,012,285 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,490,530 | 317,890 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,512,895 | 202,265 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,514,795 | 21,809 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,689,774 | 32,798 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,177,987 | 11,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,191,261 | 10,902 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $998,574 | 10,827 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $967,928 | 9,434 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $992,865 | 11,316 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,128,168 | 13,103 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,005,422 | 12,379 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $658,626 | 8,756 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $639,414 | 7,594 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $625,647 | 6,876 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $589,164 | 6,205 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $514,204 | 5,948 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $546,570 | 5,697 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $990,815 | 9,931 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,127,160 | 12,669 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $734,597 | 9,049 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $426,925 | 5,047 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $203,110 | 2,398 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||