Position in AEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$44,736
+$1,873 QoQ
Shares Held
327
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,783
of 1,972 holders
Holding Since
Mar 2020
24 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, 2026Trust Co holds $2,065,914 across 17 Utilities - Regulated Electric names. AEP ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
9,695 | $837,938 | |
| 2 | NEE |
Nextera Energy Inc
|
4,419 | $387,855 | |
| 3 | SO |
Southern Co
|
2,962 | $283,493 | |
| 4 | EIX |
Edison International
|
2,223 | $165,502 | |
| 5 | DUK |
Duke Energy CORP
|
1,034 | $130,883 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
642 | $68,694 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
327 | $44,736 | |
| 8 | ETR |
Entergy Corp /De/
|
312 | $35,836 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,736 | 327 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $42,863 | 327 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $30,787 | 267 | Shares | Sole | 2026-01-15 | |
| 2025-03-31 | $21,854 | 200 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $18,446 | 200 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $20,520 | 200 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $17,548 | 200 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $17,220 | 200 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $16,244 | 200 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $15,044 | 200 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $16,840 | 200 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $18,198 | 200 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $18,990 | 200 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $17,290 | 200 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $19,188 | 200 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $19,954 | 200 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $42,260 | 475 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $30,442 | 375 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $31,721 | 375 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $16,940 | 200 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $16,654 | 200 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $38,167 | 467 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $37,191 | 467 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $31,352 | 392 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||