Position in AEP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,365,394
+$2,209,801 QoQ
Shares Held
63,819
+19.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.582005358905655.ToString("F0")%
Shared 0.ToString("F0")%
None 96.41799464109434.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026NewEdge Advisors, LLC holds $306,219,670 across 32 Utilities - Regulated Electric names. AEP ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
957,442 | $92,412,301 | |
| 2 | ETR |
Entergy Corp /De/
|
485,852 | $54,590,330 | |
| 3 | NEE |
Nextera Energy Inc
|
441,582 | $41,014,136 | |
| 4 | DUK |
Duke Energy CORP
|
223,319 | $29,241,389 | |
| 5 | DTE |
Dte Energy Co
|
81,820 | $11,963,720 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
90,700 | $10,500,339 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
63,819 | $8,365,394 | |
| 8 | D |
Dominion Energy, Inc
|
133,997 | $8,283,694 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||