Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$22,029,967
+$2,658,572 QoQ
Shares Held
161,026
+9.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#215
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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. AEP ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,029,967 | 161,026 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,371,395 | 147,783 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $14,146,576 | 122,683 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,419,787 | 119,287 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $12,262,875 | 118,185 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $12,042,428 | 110,208 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $13,150,061 | 142,579 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $15,179,670 | 147,950 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $15,215,168 | 173,412 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,964,954 | 173,809 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $13,678,422 | 168,412 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $12,660,804 | 168,317 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $13,724,263 | 162,996 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $10,013,904 | 110,055 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,277,672 | 108,243 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,648,931 | 146,315 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $13,868,798 | 144,557 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,549,359 | 145,829 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,374,588 | 60,409 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,982,341 | 61,374 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,203,892 | 61,519 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $4,325,205 | 51,065 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,821,676 | 45,895 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,199,157 | 39,143 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,788,594 | 35,015 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,894,866 | 48,698 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||