Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$322,461
-$22,803 QoQ
Shares Held
2,357
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,336
of 1,965 holders
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 Jun 30, 2026Fiduciary Group, LLC holds $12,399,095 across 7 Utilities - Regulated Electric names. AEP ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
90,779 | $8,688,458 | |
| 2 | DUK |
Duke Energy CORP
|
7,767 | $983,146 | |
| 3 | NEE |
Nextera Energy Inc
|
9,074 | $796,424 | |
| 4 | EIX |
Edison International
|
9,774 | $727,674 | |
| 5 | D |
Dominion Energy, Inc
|
6,481 | $442,587 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,401 | $438,345 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
2,357 | $322,461 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,461 | 2,357 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $345,264 | 2,634 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $316,987 | 2,749 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $253,012 | 2,249 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $233,356 | 2,249 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $261,046 | 2,389 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $220,337 | 2,389 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $246,137 | 2,399 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $209,610 | 2,389 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $205,692 | 2,389 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $290,198 | 3,858 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $324,843 | 3,858 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $360,229 | 3,959 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $366,317 | 3,858 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $333,524 | 3,858 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $370,136 | 3,858 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $384,912 | 3,858 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $343,246 | 3,858 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $324,720 | 4,000 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $338,360 | 4,000 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $338,800 | 4,000 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $333,080 | 4,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $327,492 | 4,007 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $318,560 | 4,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $319,920 | 4,000 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||