Summit Global Investments

Position in AEP — American Electric Power Co Inc

CIK 1697953 BOUNTIFUL, UT

Position in AEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,109,939

-$573,693 QoQ

Shares Held

8,113

-47.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#815

of 1,972 holders

Holding Since

Jun 2022

13 quarters on record

Utilities · as of Jun 30, 2026

Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. AEP ranks #11 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	62,992	$5,444,398
2	ED	Consolidated Edison Inc	41,488	$4,589,817
3	DTE	Dte Energy Co	29,060	$4,427,872
4	DUK	Duke Energy CORP	23,397	$2,961,592
5	CMS	Cms Energy Corp	34,813	$2,663,194
6	PEG	Public Service Enterprise Group Inc	31,733	$2,575,450
7	PPL	PPL Corp	57,691	$2,097,067
8	AEE	Ameren Corp	18,370	$2,076,544

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,109,939	8,113	-47.3%	Shares	Sole	2026-08-03
2025-03-31	$1,683,632	15,408	-60.6%	Shares	Sole	2025-04-07
2024-12-31	$3,607,207	39,111	+180.7%	Shares	Sole	2025-02-11
2024-09-30	$1,429,525	13,933	-2.4%	Shares	Sole	2024-10-31
2024-06-30	$1,252,839	14,279	+273.3%	Shares	Sole	2024-07-22
2024-03-31	$329,332	3,825	-1.3%	Shares	Sole	2024-04-29
2023-12-31	$314,889	3,877	-84.6%	Shares	Sole	2024-02-06
2023-09-30	$1,888,172	25,102	-7.8%	Shares	Sole	2023-10-16
2023-06-30	$2,292,934	27,232	+39.4%	Shares	Sole	2023-07-19
2023-03-31	$1,778,126	19,542	+0.5%	Shares	Sole	2023-05-04
2022-12-31	$1,846,777	19,450	+0.1%	Shares	Sole	2023-01-31
2022-09-30	$1,680,155	19,435	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$1,881,383	19,610	—	Shares	Sole	2022-08-23
No filing history on record for this holder in this stock.