Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,665,003
+$19,800 QoQ
Shares Held
26,789
-3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#510
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simmons Bank holds $34,432,799 across 9 Utilities - Regulated Electric names. AEP ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
121,543 | $10,667,828 | |
| 2 | SO |
Southern Co
|
81,775 | $7,826,684 | |
| 3 | DUK |
Duke Energy CORP
|
34,896 | $4,417,135 | |
| 4 | ETR |
Entergy Corp /De/
|
37,441 | $4,300,473 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
26,789 | $3,665,003 | |
| 6 | D |
Dominion Energy, Inc
|
34,443 | $2,352,112 | |
| 7 | EXC |
Exelon Corp
|
16,071 | $749,229 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,733 | $252,481 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,665,003 | 26,789 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,645,203 | 27,809 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,125,708 | 27,107 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,930,287 | 26,047 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,817,914 | 27,158 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,063,493 | 28,036 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,548,882 | 71,006 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,190,413 | 70,082 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,977,111 | 68,123 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,595,724 | 64,991 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,922,580 | 60,608 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,262,114 | 56,662 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,618,537 | 54,852 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,650,497 | 51,110 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,960,364 | 41,710 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,706,284 | 42,872 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,099,324 | 42,728 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,784,076 | 37,928 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,232,102 | 36,328 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $3,094,581 | 38,120 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,136,258 | 37,076 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,108,913 | 36,705 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,167,507 | 38,039 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,089,394 | 37,800 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,057,459 | 38,391 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,068,832 | 38,370 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||