Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,945,590
+$5,580,196 QoQ
Shares Held
101,934
+59.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#268
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. AEP ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
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|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,945,590 | 101,934 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,365,394 | 63,819 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,155,593 | 53,383 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,163,400 | 37,008 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,709,212 | 35,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,529,350 | 41,451 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,640,360 | 28,628 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,671,704 | 26,040 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,242,722 | 25,561 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,087,408 | 24,244 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,219,905 | 27,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,418,623 | 32,154 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,529,033 | 53,789 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,354,124 | 58,843 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,523,621 | 58,174 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,164,955 | 59,745 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,137,587 | 53,550 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,863,792 | 38,727 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,466,314 | 16,481 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $827,224 | 10,190 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $953,836 | 11,276 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,061,206 | 12,529 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,157,098 | 37,914 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,293,065 | 40,292 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,176,998 | 39,892 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $3,057,795 | 38,232 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||