Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,630,638
+$30,414 QoQ
Shares Held
11,919
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#688
of 1,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Derivatives in AEP
reported options exposure · as of Dec 31, 2023CallValue
$2,600
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Moors & Cabot, Inc. holds $52,167,172 across 21 Utilities - Regulated Electric names. AEP ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
187,240 | $16,434,054 | |
| 2 | HE |
Hawaiian Electric Industries Inc
|
578,331 | $7,824,818 | |
| 3 | DUK |
Duke Energy CORP
|
51,784 | $6,554,818 | |
| 4 | SO |
Southern Co
|
61,102 | $5,848,072 | |
| 5 | ES |
Eversource Energy
|
32,096 | $2,319,577 | |
| 6 | CNP |
Centerpoint Energy Inc
|
51,566 | $2,270,966 | |
| 7 | ED |
Consolidated Edison Inc
|
17,285 | $1,912,239 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
11,919 | $1,630,638 |
All Filings in AEP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,630,638 | 11,919 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,600,224 | 12,208 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,416,352 | 12,283 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,356,075 | 12,054 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,212,435 | 11,685 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,626,483 | 14,885 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,473,097 | 15,972 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,507,604 | 14,694 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,506,057 | 17,165 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,497,020 | 17,387 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,404,212 | 17,289 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $2,600 | 500 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $1,373,291 | 18,257 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,640,384 | 19,482 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,630,540 | 17,920 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,620,416 | 17,066 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,577,280 | 18,245 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,911,124 | 19,920 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,820,004 | 18,242 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,585,356 | 17,819 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,456,775 | 17,945 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,495,382 | 17,678 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,495,632 | 17,658 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,522,342 | 18,282 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,262,483 | 15,447 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,031,975 | 12,958 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $979,195 | 12,243 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||