Beaton Management Co. Inc.
Position in AEP — American Electric Power Co Inc
CIK 1714678
HAVERHILL, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$368,155
-$10,797 QoQ
Shares Held
2,691
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,270
of 1,972 holders
Holding Since
Mar 2020
23 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, 2026Beaton Management Co. Inc. holds $3,937,545 across 6 Utilities - Regulated Electric names. AEP ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,901 | $1,834,480 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,088 | $827,665 | |
| 3 | DUK |
Duke Energy CORP
|
3,560 | $450,624 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
2,691 | $368,155 | |
| 5 | ED |
Consolidated Edison Inc
|
2,223 | $245,930 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,596 | $210,691 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,155 | 2,691 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $378,952 | 2,891 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $338,319 | 2,934 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $330,075 | 2,934 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $304,431 | 2,934 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,055 | 2,746 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $253,263 | 2,746 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $281,739 | 2,746 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $240,934 | 2,746 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $235,225 | 2,732 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $211,496 | 2,604 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $206,629 | 2,747 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $231,297 | 2,747 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $249,949 | 2,747 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $260,827 | 2,747 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $237,478 | 2,747 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $263,547 | 2,747 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $274,068 | 2,747 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $244,400 | 2,747 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $223,001 | 2,747 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $232,670 | 2,747 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $232,906 | 2,797 | Shares | Sole | 2021-02-17 | |
| 2020-03-31 | $223,704 | 2,797 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||