Swiss Life Asset Management Ltd
Position in AEP — American Electric Power Co Inc
CIK 1637689
Zurich, V8
Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$14,650,982
-$5,154,419 QoQ
Shares Held
107,090
-29.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#262
of 1,972 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Swiss Life Asset Management Ltd holds $392,320,428 across 31 Utilities - Regulated Electric names. AEP ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
1,190,736 | $81,315,360 | |
| 2 | EIX |
Edison International
|
698,286 | $51,987,392 | |
| 3 | NEE |
Nextera Energy Inc
|
454,368 | $39,879,878 | |
| 4 | FE |
Firstenergy Corp
|
606,726 | $28,843,754 | |
| 5 | ES |
Eversource Energy
|
388,873 | $28,103,851 | |
| 6 | SO |
Southern Co
|
250,850 | $24,008,853 | |
| 7 | DUK |
Duke Energy CORP
|
147,934 | $18,725,484 | |
| 8 | ED |
Consolidated Edison Inc
|
137,715 | $15,235,409 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,650,982 | 107,090 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $19,805,401 | 151,094 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,487,380 | 108,294 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $27,359,324 | 243,194 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $19,710,041 | 189,958 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $20,146,656 | 184,375 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $16,044,607 | 173,963 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $14,740,952 | 143,674 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $11,859,464 | 135,166 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $10,709,548 | 124,385 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $6,384,459 | 78,607 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $3,460,871 | 46,010 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $7,576,484 | 89,982 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $12,185,926 | 133,926 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $14,243,828 | 150,014 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $13,121,726 | 151,784 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $14,951,576 | 155,843 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $14,467,846 | 145,012 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $13,181,082 | 148,152 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $10,766,253 | 132,622 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $12,960,879 | 153,220 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $12,145,132 | 143,390 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $10,808,112 | 129,796 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $37,864,364 | 463,286 | Shares | Defined | 2025-12-29 | |
| 2020-06-30 | $39,635,553 | 497,684 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $37,882,526 | 473,650 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||