Position in AEP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$252,066,705
-$7,143,252 QoQ
Shares Held
1,922,999
-14.5% QoQ
Ownership
0.353%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 50.2404317422942.ToString("F0")%
Shared 0.ToString("F0")%
None 49.7595682577058.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Derivatives in AEP
reported options exposure · as of Mar 31, 2026CallValue
$10,473,292
CallShares
79,900
PutValue
$1,926,876
PutShares
14,700
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 Mar 31, 2026UBS Group AG holds $6,711,547,865 across 42 Utilities - Regulated Electric names. AEP ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,356,209 | $2,169,324,686 | |
| 2 | ETR |
Entergy Corp /De/
|
3,805,892 | $427,630,021 | |
| 3 | SO |
Southern Co
|
4,076,352 | $393,449,494 | |
| 4 | DUK |
Duke Energy CORP
|
2,747,466 | $359,753,196 | |
| 5 | EXC |
Exelon Corp
|
5,575,051 | $273,288,997 | |
| 6 | XEL |
Xcel Energy Inc
|
3,232,677 | $256,803,858 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
1,922,999 | $252,066,705 | |
| 8 | D |
Dominion Energy, Inc
|
3,766,590 | $232,850,592 |
All Filings in AEP
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,926,876 | 14,700 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $252,066,705 | 1,922,999 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $10,473,292 | 79,900 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $35,031,178 | 303,800 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $259,209,957 | 2,247,940 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $16,420,144 | 142,400 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $40,275,000 | 358,000 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $344,247,636 | 3,059,979 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $15,311,250 | 136,100 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $14,121,736 | 136,100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $25,140,529 | 242,295 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $250,907,346 | 2,418,151 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,871,647 | 136,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $385,979,445 | 3,532,346 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $26,213,873 | 239,900 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $5,543,023 | 60,100 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $318,206,595 | 3,450,142 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,776,123 | 30,100 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $3,088,260 | 30,100 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $389,666,999 | 3,797,924 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $6,166,260 | 60,100 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $340,298,095 | 3,878,483 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $2,781,358 | 31,700 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $5,273,174 | 60,100 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $2,591,610 | 30,100 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $5,174,610 | 60,100 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $393,065,009 | 4,565,215 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $292,392 | 3,600 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $35,005,820 | 431,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $359,891,827 | 4,431,074 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $32,457,430 | 431,500 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $308,402 | 4,100 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $328,034,343 | 4,360,999 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $33,764,200 | 401,000 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $368,146,984 | 4,372,292 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $303,120 | 3,600 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $327,564 | 3,600 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $384,821,729 | 4,229,275 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $36,396,000 | 400,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $381,037,481 | 4,013,033 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $20,414,250 | 215,000 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $8,498,025 | 89,500 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $11,783,135 | 136,300 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $288,409,041 | 3,336,137 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $15,993,250 | 185,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $5,708,430 | 59,500 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $311,656,772 | 3,248,455 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $18,007,938 | 187,700 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $326,022,516 | 3,267,741 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $13,738,329 | 137,700 | Put | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||