Position in AEP
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$273,039
-$55,825 QoQ
Shares Held
2,083
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRUST POINT INC. holds $8,605,528 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,495 | $2,237,695 | |
| 2 | SO |
Southern Co
|
13,072 | $1,251,121 | |
| 3 | XEL |
Xcel Energy Inc
|
9,589 | $769,996 | |
| 4 | DUK |
Duke Energy CORP
|
5,938 | $751,631 | |
| 5 | NGG |
National Grid PLC
|
8,694 | $720,471 | |
| 6 | MGEE |
Mge Energy Inc
|
6,334 | $516,474 | |
| 7 | IDA |
Idacorp Inc
|
3,351 | $507,006 | |
| 8 | EXC |
Exelon Corp
|
8,721 | $406,573 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,039 | 2,083 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $328,864 | 2,852 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $332,325 | 2,954 | Shares | Sole | 2025-10-10 | |
| 2025-03-31 | $358,405 | 3,280 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $312,659 | 3,390 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $349,455 | 3,406 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $324,725 | 3,701 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $352,751 | 4,097 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $961,888 | 11,843 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||