Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,109,062
+$350,231 QoQ
Shares Held
15,416
+14.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#622
of 1,968 holders
Holding Since
Jun 2020
22 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. AEP ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
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|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,109,062 | 15,416 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,758,831 | 13,418 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,526,127 | 13,235 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,284,975 | 11,422 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,110,232 | 10,700 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,004,409 | 9,192 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $926,450 | 10,045 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,080,583 | 10,532 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $930,833 | 10,609 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $981,970 | 11,405 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $823,002 | 10,133 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $655,918 | 8,720 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $651,539 | 7,738 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $670,323 | 7,367 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $554,982 | 5,845 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $460,778 | 5,330 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $416,859 | 4,345 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $434,298 | 4,353 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $325,452 | 3,658 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $296,712 | 3,655 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $379,390 | 4,642 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $626,368 | 7,865 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||