Anchor Investment Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1634149
COLUMBIA, SC
Position in AEP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$555,123
+$66,786 QoQ
Shares Held
4,235
0.0% QoQ
Ownership
0.001%
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 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Anchor Investment Management, LLC holds $25,291,361 across 20 Utilities - Regulated Electric names. AEP ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
82,941 | $10,860,294 | |
| 2 | SO |
Southern Co
|
75,927 | $7,328,474 | |
| 3 | NEE |
Nextera Energy Inc
|
53,402 | $4,959,977 | |
| 4 | D |
Dominion Energy, Inc
|
11,988 | $741,098 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
4,235 | $555,123 | |
| 6 | FE |
Firstenergy Corp
|
4,000 | $202,640 | |
| 7 | ES |
Eversource Energy
|
2,546 | $176,386 | |
| 8 | ED |
Consolidated Edison Inc
|
1,211 | $137,060 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,123 | 4,235 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $488,337 | 4,235 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $476,437 | 4,235 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $439,423 | 4,235 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $462,758 | 4,235 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $390,594 | 4,235 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $529,108 | 5,157 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $452,475 | 5,157 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $444,017 | 5,157 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $458,405 | 5,644 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $424,541 | 5,644 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $475,224 | 5,644 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $522,646 | 5,744 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $548,241 | 5,774 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $499,162 | 5,774 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $553,957 | 5,774 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $576,071 | 5,774 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $522,609 | 5,874 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $476,851 | 5,874 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $530,717 | 6,274 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $590,697 | 6,974 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $597,378 | 7,174 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $255,814 | 3,130 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $250,388 | 3,144 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $251,457 | 3,144 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||