MV CAPITAL MANAGEMENT, INC.
Position in AEP — American Electric Power Co Inc
CIK 1633366
BETHESDA, MD
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$54,860
+$3,608 QoQ
Shares Held
401
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,757
of 1,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. AEP ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,069 | $2,112,536 | |
| 2 | DUK |
Duke Energy CORP
|
1,848 | $233,919 | |
| 3 | SO |
Southern Co
|
1,713 | $163,951 | |
| 4 | EVRG |
Evergy, Inc.
|
716 | $61,883 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
401 | $54,860 | |
| 6 | D |
Dominion Energy, Inc
|
803 | $54,836 | |
| 7 | ED |
Consolidated Edison Inc
|
426 | $47,128 | |
| 8 | DTE |
Dte Energy Co
|
303 | $46,168 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,860 | 401 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $51,252 | 391 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $43,471 | 377 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $42,412 | 377 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $39,117 | 377 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $40,976 | 375 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $38,090 | 413 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $41,245 | 402 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $30,094 | 343 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $27,810 | 323 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $27,696 | 341 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $33,472 | 445 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $37,974 | 451 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $44,494 | 489 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $42,157 | 444 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $28,874 | 334 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $26,287 | 274 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $25,640 | 257 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $20,730 | 233 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $20,376 | 251 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,902 | 188 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $10,079 | 119 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $24,981 | 300 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,173 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,919 | 225 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $7,998 | 100 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||