Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$246,121
-$4,503 QoQ
Shares Held
1,799
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,503
of 1,972 holders
Holding Since
Mar 2020
10 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 Jun 30, 2026D'Orazio & Associates, Inc. holds $2,453,112 across 8 Utilities - Regulated Electric names. AEP ranks #6 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,547 | $399,090 | |
| 2 | SO |
Southern Co
|
3,979 | $380,830 | |
| 3 | D |
Dominion Energy, Inc
|
5,110 | $348,961 | |
| 4 | ED |
Consolidated Edison Inc
|
3,151 | $348,595 | |
| 5 | DUK |
Duke Energy CORP
|
2,371 | $300,121 | |
| 6 | AEP |
American Electric Power Co Inc
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|
1,799 | $246,121 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,914 | $223,497 | |
| 8 | ES |
Eversource Energy
|
2,849 | $205,897 |
All Filings in AEP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,121 | 1,799 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $250,624 | 1,912 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $203,291 | 1,763 | Shares | Sole | 2026-02-04 | |
| 2021-09-30 | $58,043 | 715 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $60,481 | 715 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $60,560 | 715 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $59,538 | 715 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $58,436 | 715 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $56,942 | 715 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $57,185 | 715 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||