CWA Asset Management Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1667134
NAPLES, FL
Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$776,396
-$43,116 QoQ
Shares Held
5,675
-9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#930
of 1,972 holders
Holding Since
Jun 2020
23 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, 2026CWA Asset Management Group, LLC holds $76,403,845 across 18 Utilities - Regulated Electric names. AEP ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
214,338 | $20,514,289 | |
| 2 | DUK |
Duke Energy CORP
|
131,791 | $16,682,104 | |
| 3 | EIX |
Edison International
|
77,835 | $5,794,815 | |
| 4 | ETR |
Entergy Corp /De/
|
50,406 | $5,789,633 | |
| 5 | POR |
Portland General Electric Co /Or/
|
100,356 | $5,201,451 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
48,259 | $5,163,713 | |
| 7 | ES |
Eversource Energy
|
64,962 | $4,694,803 | |
| 8 | NEE |
Nextera Energy Inc
|
49,310 | $4,327,938 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,396 | 5,675 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $819,512 | 6,252 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $586,466 | 5,086 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $570,937 | 5,075 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $560,200 | 5,399 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,161,251 | 19,779 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,354,305 | 14,684 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,208,115 | 11,775 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $290,587 | 3,375 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $262,593 | 3,491 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $268,513 | 3,189 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $299,903 | 3,296 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $282,191 | 2,972 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $267,044 | 3,089 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $254,241 | 2,650 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $251,819 | 2,524 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $220,823 | 2,482 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $203,842 | 2,511 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $204,623 | 2,419 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $247,154 | 2,918 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $230,158 | 2,764 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $227,618 | 2,785 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $248,875 | 3,125 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||