Cetera Investment Advisers
Position in AEP — American Electric Power Co Inc
CIK 1666741
SCHAUMBURG, IL
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$41,693,257
+$4,116,292 QoQ
Shares Held
304,753
+6.3% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#160
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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. AEP ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,693,257 | 304,753 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $37,576,965 | 286,672 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $33,823,305 | 293,325 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,737,950 | 291,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,126,508 | 213,247 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,825,847 | 208,894 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $17,408,043 | 188,746 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,996,245 | 175,402 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,489,531 | 176,539 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $19,180,066 | 222,765 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $5,321,128 | 65,515 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,041,620 | 67,025 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,301,063 | 62,958 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,262,042 | 57,831 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,469,201 | 47,069 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,078,937 | 58,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,039,187 | 31,678 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,643,101 | 36,515 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,197,403 | 35,938 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,890,332 | 35,604 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,054,121 | 36,105 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,622,057 | 30,957 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,843,337 | 34,146 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,095,835 | 13,408 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,111,376 | 13,955 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,117,560 | 13,973 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||