Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,218
+$470 QoQ
Shares Held
82
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,879
of 1,972 holders
Holding Since
Mar 2020
25 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, 2026Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. AEP ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
18,600 | $2,171,922 | |
| 2 | NEE |
Nextera Energy Inc
|
24,109 | $2,116,046 | |
| 3 | ED |
Consolidated Edison Inc
|
8,200 | $907,166 | |
| 4 | SO |
Southern Co
|
7,271 | $695,907 | |
| 5 | DUK |
Duke Energy CORP
|
2,705 | $342,398 | |
| 6 | AEE |
Ameren Corp
|
2,053 | $232,071 | |
| 7 | ETR |
Entergy Corp /De/
|
850 | $97,631 | |
| 8 | EXC |
Exelon Corp
|
1,591 | $74,172 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,218 | 82 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,748 | 82 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,455 | 82 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,225 | 82 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,102 | 107 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,423 | 132 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $59,396 | 644 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $66,074 | 644 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $71,859 | 819 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $70,515 | 819 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $66,519 | 819 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $48,441 | 644 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,224 | 644 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $58,597 | 644 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $61,147 | 644 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $55,673 | 644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $56,988 | 594 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $59,263 | 594 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,848 | 594 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $48,220 | 594 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $50,246 | 594 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $98,008 | 1,177 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $96,196 | 1,177 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $93,736 | 1,177 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $236,100 | 2,952 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||