Position in AEP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$262,812
+$11,008 QoQ
Shares Held
1,921
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,459
of 1,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Grove Bank & Trust holds $4,507,091 across 23 Utilities - Regulated Electric names. AEP ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,096 | $1,763,825 | |
| 2 | SO |
Southern Co
|
9,093 | $870,291 | |
| 3 | DUK |
Duke Energy CORP
|
3,342 | $423,030 | |
| 4 | NGG |
National Grid PLC
|
4,227 | $350,291 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
1,921 | $262,812 | |
| 6 | EXC |
Exelon Corp
|
3,992 | $186,107 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,685 | $136,754 | |
| 8 | D |
Dominion Energy, Inc
|
1,579 | $107,829 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,812 | 1,921 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $251,804 | 1,921 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $235,001 | 2,038 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $211,275 | 1,878 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $740,742 | 7,139 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $759,645 | 6,952 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $654,095 | 7,092 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $135,534 | 1,321 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $107,481 | 1,225 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $131,388 | 1,526 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $712,461 | 8,772 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $738,660 | 9,820 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $759,063 | 9,015 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $750,030 | 8,243 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $553,748 | 5,832 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $598,147 | 6,919 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $662,273 | 6,903 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $723,831 | 7,255 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $640,584 | 7,200 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $587,986 | 7,243 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $561,931 | 6,643 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $517,771 | 6,113 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $428,590 | 5,147 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $386,991 | 4,735 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $351,371 | 4,412 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $217,785 | 2,723 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||