Jackson, Grant Investment Advisers, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1650300
STAMFORD, CT
Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$363,230
+$16,524 QoQ
Shares Held
2,655
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,284
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Jackson, Grant Investment Advisers, Inc. holds $1,499,849 across 9 Utilities - Regulated Electric names. AEP ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,926 | $432,355 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,655 | $363,230 | |
| 3 | SO |
Southern Co
|
2,311 | $221,185 | |
| 4 | XEL |
Xcel Energy Inc
|
2,376 | $190,792 | |
| 5 | ED |
Consolidated Edison Inc
|
1,357 | $150,124 | |
| 6 | DUK |
Duke Energy CORP
|
636 | $80,504 | |
| 7 | EXC |
Exelon Corp
|
817 | $38,088 | |
| 8 | CNP |
Centerpoint Energy Inc
|
300 | $13,212 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,230 | 2,655 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $346,706 | 2,645 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $303,957 | 2,636 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $295,425 | 2,626 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $271,436 | 2,616 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $284,648 | 2,605 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $239,521 | 2,597 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $225,207 | 2,195 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $191,975 | 2,188 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $187,698 | 2,180 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $176,409 | 2,172 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $162,776 | 2,164 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $181,451 | 2,155 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $195,446 | 2,148 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $203,287 | 2,141 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $184,570 | 2,135 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,256 | 2,129 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $211,911 | 2,124 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $188,438 | 2,118 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $171,370 | 2,111 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $178,061 | 2,105 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $174,736 | 2,063 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $144,639 | 1,737 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $141,474 | 1,731 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $137,379 | 1,725 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $137,405 | 1,718 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||