Baird Financial Group, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1648711
MILWAUKEE, WI
Position in AEP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$84,036,959
+$8,878,825 QoQ
Shares Held
641,112
-1.6% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.88771384719051.ToString("F0")%
Shared 0.ToString("F0")%
None 1.1122861528094936.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Baird Financial Group, Inc. holds $434,841,543 across 25 Utilities - Regulated Electric names. AEP ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
706,338 | $92,487,897 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
641,112 | $84,036,959 | |
| 3 | NEE |
Nextera Energy Inc
|
862,126 | $80,074,262 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
553,929 | $64,128,359 | |
| 5 | SO |
Southern Co
|
299,473 | $28,905,133 | |
| 6 | ETR |
Entergy Corp /De/
|
182,464 | $20,501,653 | |
| 7 | EIX |
Edison International
|
231,960 | $16,974,832 | |
| 8 | D |
Dominion Energy, Inc
|
145,064 | $8,967,856 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,036,959 | 641,112 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $75,158,134 | 651,792 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $72,850,499 | 647,560 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $67,608,873 | 651,589 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $71,206,122 | 651,653 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $59,999,025 | 650,537 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $63,766,514 | 621,506 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,578,781 | 610,654 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,003,710 | 603,992 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $33,802,381 | 416,183 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,155,400 | 201,481 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,960,400 | 153,924 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,965,052 | 153,479 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,280,573 | 150,401 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,763,216 | 147,637 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $14,864,174 | 154,932 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $15,301,124 | 153,364 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,624,954 | 153,141 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $11,449,058 | 141,033 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,136,611 | 131,654 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $11,358,354 | 134,101 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $19,958,734 | 239,687 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $11,017,202 | 134,800 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $18,146,690 | 227,859 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $18,097,073 | 226,270 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||