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Equibles

UBS Group AG

Position in AEP — American Electric Power Co Inc

CIK 1610520 ZURICH, V8
Back to AEP Full portfolio

Position in AEP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$339,575,140
+$87,508,435 QoQ
Shares Held
2,482,093
+29.1% QoQ
Ownership
0.456%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#35
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 60% Shared 0% None 40%

Common Shares in AEP Over Time

Shares Held

Position Value (USD)

Derivatives in AEP

reported options exposure · as of Jun 30, 2026
CallValue
$3,981,171
CallShares
29,100
PutValue
$3,420,250
PutShares
25,000

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, 2026

UBS Group AG holds $6,875,468,277 across 42 Utilities - Regulated Electric names. AEP ranks #6 (4.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 23,325,362 $2,047,267,017
2 ETR
Entergy Corp /De/
 4,088,723 $469,630,720
3 DUK
Duke Energy CORP
 2,939,189 $372,042,541
4 ED
Consolidated Edison Inc
 3,251,331 $359,694,746
5 SO
Southern Co
 3,716,946 $355,071,806
6 AEP
American Electric Power Co Inc
This page 		2,482,093 $339,575,140
7 EIX
Edison International
 4,325,522 $322,035,111
8 EXC
Exelon Corp
 6,426,477 $299,602,355

All Filings in AEP

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $339,575,140 2,482,093
2026-06-30 $3,981,171 29,100
2026-06-30 $3,420,250 25,000
2026-03-31 $1,926,876 14,700
2026-03-31 $252,066,705 1,922,999
2026-03-31 $10,473,292 79,900
2025-12-31 $35,031,178 303,800
2025-12-31 $259,209,957 2,247,940
2025-12-31 $16,420,144 142,400
2025-09-30 $40,275,000 358,000
2025-09-30 $344,247,636 3,059,979
2025-09-30 $15,311,250 136,100
2025-06-30 $14,121,736 136,100
2025-06-30 $25,140,529 242,295
2025-06-30 $250,907,346 2,418,151
2025-03-31 $14,871,647 136,100
2025-03-31 $385,979,445 3,532,346
2025-03-31 $26,213,873 239,900
2024-12-31 $5,543,023 60,100
2024-12-31 $318,206,595 3,450,142
2024-12-31 $2,776,123 30,100
2024-09-30 $3,088,260 30,100
2024-09-30 $389,666,999 3,797,924
2024-09-30 $6,166,260 60,100
2024-06-30 $340,298,095 3,878,483
2024-06-30 $2,781,358 31,700
2024-06-30 $5,273,174 60,100
2024-03-31 $2,591,610 30,100
2024-03-31 $5,174,610 60,100
2024-03-31 $393,065,009 4,565,215
2023-12-31 $292,392 3,600
2023-12-31 $35,005,820 431,000
2023-12-31 $359,891,827 4,431,074
2023-09-30 $32,457,430 431,500
2023-09-30 $308,402 4,100
2023-09-30 $328,034,343 4,360,999
2023-06-30 $33,764,200 401,000
2023-06-30 $368,146,984 4,372,292
2023-06-30 $303,120 3,600
2023-03-31 $327,564 3,600
2023-03-31 $384,821,729 4,229,275
2023-03-31 $36,396,000 400,000
2022-12-31 $381,037,481 4,013,033
2022-12-31 $20,414,250 215,000
2022-12-31 $8,498,025 89,500
2022-09-30 $11,783,135 136,300
2022-09-30 $288,409,041 3,336,137
2022-09-30 $15,993,250 185,000
2022-06-30 $5,708,430 59,500
2022-06-30 $311,656,772 3,248,455

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