Position in AEP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,177,386
-$503,190 QoQ
Shares Held
8,606
-32.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#795
of 1,968 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, 2026Glenview Trust Co holds $59,434,795 across 15 Utilities - Regulated Electric names. AEP ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
311,567 | $27,346,234 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
228,027 | $18,506,671 | |
| 3 | DUK |
Duke Energy CORP
|
31,926 | $4,041,193 | |
| 4 | SO |
Southern Co
|
34,739 | $3,324,869 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
8,606 | $1,177,386 | |
| 6 | ED |
Consolidated Edison Inc
|
8,604 | $951,860 | |
| 7 | D |
Dominion Energy, Inc
|
12,357 | $843,858 | |
| 8 | FE |
Firstenergy Corp
|
15,784 | $750,371 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177,386 | 8,606 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,680,576 | 12,821 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,504,910 | 13,051 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,524,937 | 13,555 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,453,366 | 14,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,547,480 | 14,162 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,158,961 | 12,566 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $518,848 | 5,057 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $442,034 | 5,038 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $469,245 | 5,450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $277,122 | 3,412 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $293,207 | 3,898 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $358,018 | 4,252 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $420,464 | 4,621 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $469,812 | 4,948 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $384,529 | 4,448 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $422,615 | 4,405 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $444,774 | 4,458 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $429,546 | 4,828 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $397,212 | 4,893 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $456,447 | 5,396 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $457,041 | 5,396 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $504,949 | 6,064 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $483,351 | 5,914 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $482,140 | 6,054 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $477,160 | 5,966 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||