Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,878,127
+$94,653 QoQ
Shares Held
13,728
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#656
of 1,972 holders
Holding Since
Mar 2020
24 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, 2026Probity Advisors, Inc. holds $6,982,896 across 9 Utilities - Regulated Electric names. AEP ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
13,728 | $1,878,127 | |
| 2 | DTE |
Dte Energy Co
|
6,804 | $1,036,725 | |
| 3 | EIX |
Edison International
|
11,475 | $854,313 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
7,919 | $847,333 | |
| 5 | SO |
Southern Co
|
7,711 | $738,019 | |
| 6 | DUK |
Duke Energy CORP
|
4,869 | $616,318 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,236 | $424,953 | |
| 8 | EVRG |
Evergy, Inc.
|
4,097 | $354,103 |
All Filings in AEP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,878,127 | 13,728 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,783,474 | 13,606 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,590,355 | 13,792 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,584,337 | 14,083 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,478,787 | 14,252 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,538,193 | 14,077 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,294,263 | 14,033 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $1,326,720 | 12,931 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,142,725 | 13,024 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,135,572 | 13,189 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,066,905 | 13,136 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $879,998 | 11,699 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $966,279 | 11,476 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $1,094,868 | 11,531 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $969,450 | 11,214 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,124,320 | 11,719 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,198,936 | 12,017 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,158,567 | 13,022 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,072,468 | 13,211 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,126,569 | 13,318 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,073,741 | 12,677 | Shares | Sole | 2021-04-28 | |
| 2020-09-30 | $1,010,918 | 12,369 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $960,538 | 12,061 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $978,475 | 12,234 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||