Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,241,183
+$2,933,737 QoQ
Shares Held
74,857
+34.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#307
of 1,968 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. AEP ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in AEP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,241,183 | 74,857 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,307,446 | 55,748 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,299,351 | 63,302 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,997,049 | 62,196 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,284,974 | 41,297 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,222,846 | 38,646 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,737,335 | 18,837 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,512,527 | 14,742 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,149,919 | 13,106 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $943,396 | 10,957 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $948,323 | 11,676 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $694,431 | 9,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $756,031 | 8,979 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $608,267 | 6,685 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $520,420 | 5,481 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $485,243 | 5,613 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $528,149 | 5,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $616,977 | 6,184 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $483,729 | 5,437 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $322,122 | 3,968 | Shares | Sole | 2022-02-15 | |
| 2020-03-31 | $250,737 | 3,135 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||