Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$378,279
+$41,535 QoQ
Shares Held
2,765
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,257
of 1,968 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MCF Advisors LLC holds $7,671,467 across 23 Utilities - Regulated Electric names. AEP ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,800 | $3,756,556 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
10,889 | $1,165,123 | |
| 3 | DUK |
Duke Energy CORP
|
6,762 | $855,933 | |
| 4 | AEP |
American Electric Power Co Inc
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|
2,765 | $378,279 | |
| 5 | EXC |
Exelon Corp
|
7,813 | $364,242 | |
| 6 | SO |
Southern Co
|
3,752 | $359,103 | |
| 7 | DTE |
Dte Energy Co
|
1,586 | $241,658 | |
| 8 | D |
Dominion Energy, Inc
|
1,410 | $96,288 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,279 | 2,765 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $336,744 | 2,569 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $268,095 | 2,325 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $261,562 | 2,325 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $236,987 | 2,284 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $249,572 | 2,284 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $207,333 | 2,248 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $230,644 | 2,248 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $202,416 | 2,307 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $93,590 | 1,087 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $85,443 | 1,052 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $81,613 | 1,085 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $140,108 | 1,664 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $151,407 | 1,664 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $175,847 | 1,852 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $158,376 | 1,832 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $175,762 | 1,832 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $182,778 | 1,832 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $148,884 | 1,834 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $136,105 | 1,609 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $37,522 | 443 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $96,093 | 1,154 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $94,316 | 1,154 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $91,904 | 1,154 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $204,988 | 2,563 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||