Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$885,434
+$144,701 QoQ
Shares Held
6,472
+14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#884
of 1,972 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NIXON PEABODY TRUST CO holds $16,142,185 across 3 Utilities - Regulated Electric names. AEP ranks #3 (5.5% of the industry book) .
All Filings in AEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,434 | 6,472 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $740,733 | 5,651 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $618,753 | 5,366 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $592,425 | 5,266 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $541,627 | 5,220 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $570,389 | 5,220 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $474,800 | 5,148 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $492,480 | 4,800 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $421,152 | 4,800 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $413,280 | 4,800 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $389,856 | 4,800 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||