Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,630,825
+$206,474 QoQ
Shares Held
41,158
-0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#417
of 1,972 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Community Bank, N.A. holds $16,476,335 across 12 Utilities - Regulated Electric names. AEP ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
41,158 | $5,630,825 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
62,002 | $5,032,082 | |
| 3 | NEE |
Nextera Energy Inc
|
55,175 | $4,842,709 | |
| 4 | ED |
Consolidated Edison Inc
|
2,600 | $287,638 | |
| 5 | EIX |
Edison International
|
2,877 | $214,192 | |
| 6 | SO |
Southern Co
|
1,750 | $167,492 | |
| 7 | EXC |
Exelon Corp
|
2,650 | $123,543 | |
| 8 | NGG |
National Grid PLC
|
768 | $63,644 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,630,825 | 41,158 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,424,351 | 41,382 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,670,976 | 40,508 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,490,774 | 39,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,088,662 | 39,405 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,232,573 | 38,735 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,543,199 | 38,417 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,959,539 | 38,592 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,423,789 | 39,022 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,357,641 | 38,997 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,019,515 | 37,177 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,554,244 | 33,957 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,473,964 | 29,382 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,639,821 | 18,022 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,444,473 | 15,213 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,344,124 | 15,548 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,526,981 | 15,916 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,590,433 | 15,941 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,420,583 | 15,967 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,194,320 | 14,712 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,329,923 | 15,722 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,000,476 | 11,812 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $824,539 | 9,902 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $672,392 | 8,227 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $632,819 | 7,946 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $571,936 | 7,151 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||