Wakefield Asset Management LLLP
Position in AEP — American Electric Power Co Inc
CIK 1600435
Englewood, CO
Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,666,533
New position
Shares Held
41,419
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#413
of 1,972 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wakefield Asset Management LLLP holds $6,198,653 across 2 Utilities - Regulated Electric names. AEP ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
41,419 | $5,666,533 | |
| 2 | EXC |
Exelon Corp
|
11,414 | $532,120 |
All Filings in AEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,666,533 | 41,419 | Shares | Defined | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||