Baird Financial Group, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1648711
MILWAUKEE, WI
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$85,549,207
+$1,512,248 QoQ
Shares Held
625,314
-2.5% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#94
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. AEP ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,549,207 | 625,314 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||