Morningstar Investment Management LLC

Position in AEP — American Electric Power Co Inc

CIK 1673385 CHICAGO, IL

Position in AEP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$446,684

+$18,708 QoQ

Shares Held

3,265

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,175

of 1,968 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Morningstar Investment Management LLC holds $13,735,740 across 6 Utilities - Regulated Electric names. AEP ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	67,602	$5,032,968
2	ES	Eversource Energy	59,884	$4,327,816
3	DUK	Duke Energy CORP	26,772	$3,388,799
4	AEP	American Electric Power Co Inc This page	3,265	$446,684
5	D	Dominion Energy, Inc	4,492	$306,758
6	MGEE	Mge Energy Inc	2,854	$232,715

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,684	3,265	0.0%	Shares	Sole	2026-07-21
2026-03-31	$427,976	3,265	-9.7%	Shares	Sole	2026-05-14
2025-12-31	$416,730	3,614	-81.9%	Shares	Sole	2026-02-09
2025-09-30	$2,240,100	19,912	+208.7%	Shares	Sole	2025-11-17
2025-06-30	$669,355	6,451	-41.7%	Shares	Sole	2025-07-28
2024-12-31	$1,019,694	11,056	+3.6%	Shares	Sole	2025-02-03
2024-09-30	$1,094,434	10,667	-4.6%	Shares	Sole	2024-11-12
2024-06-30	$981,196	11,183	-4.8%	Shares	Sole	2024-08-08
2024-03-31	$1,011,072	11,743	0.0%	Shares	Sole	2024-05-13
2023-12-31	$953,766	11,743	-4.0%	Shares	Sole	2024-02-13
2023-09-30	$920,166	12,233	+7.1%	Shares	Sole	2024-04-09
2023-06-30	$961,479	11,419	+172.5%	Shares	Sole	2024-04-09
2023-03-31	$381,339	4,191	0.0%	Shares	Sole	2024-04-09
2022-12-31	$397,935	4,191	—	Shares	Sole	2024-04-05
No filing history on record for this holder in this stock.