Position in AEP
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$984,410
-$720,794 QoQ
Shares Held
7,510
-49.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $2,340,201 across 17 Utilities - Regulated Electric names. AEP ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
7,510 | $984,410 | |
| 2 | XEL |
Xcel Energy Inc
|
9,197 | $730,609 | |
| 3 | EIX |
Edison International
|
1,356 | $99,232 | |
| 4 | PCG |
PG&E Corp
|
5,314 | $93,366 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,051 | $88,521 | |
| 6 | ES |
Eversource Energy
|
1,100 | $76,208 | |
| 7 | FE |
Firstenergy Corp
|
1,496 | $75,787 | |
| 8 | ETR |
Entergy Corp /De/
|
662 | $74,382 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $984,410 | 7,510 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,705,204 | 14,788 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $105,187 | 935 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,043,384 | 29,331 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $1,416,393 | 13,805 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $80,106 | 913 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,463 | 17 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $105,667 | 1,301 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,402 | 125 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $10,946 | 130 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $11,828 | 130 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $3,321,668 | 38,423 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,473,795 | 36,208 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,151,933 | 31,592 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $13,167 | 148 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,516 | 31 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,791 | 33 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,795 | 33 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,996 | 60 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,634 | 20 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $398 | 5 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $399 | 5 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||