Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,018,687
+$44,239 QoQ
Shares Held
7,446
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#835
of 1,972 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Csenge Advisory Group holds $21,329,825 across 16 Utilities - Regulated Electric names. AEP ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
55,255 | $6,994,177 | |
| 2 | SO |
Southern Co
|
61,500 | $5,886,165 | |
| 3 | ETR |
Entergy Corp /De/
|
9,079 | $1,042,813 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
7,446 | $1,018,687 | |
| 5 | NEE |
Nextera Energy Inc
|
11,360 | $997,067 | |
| 6 | D |
Dominion Energy, Inc
|
12,735 | $869,673 | |
| 7 | EIX |
Edison International
|
10,092 | $751,349 | |
| 8 | ES |
Eversource Energy
|
9,724 | $702,753 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,687 | 7,446 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $974,448 | 7,434 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $857,906 | 7,440 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $789,750 | 7,020 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $885,384 | 8,533 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $951,741 | 8,710 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $765,232 | 8,297 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $924,323 | 9,009 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $820,544 | 9,352 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $926,263 | 10,758 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $898,861 | 11,067 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,013,965 | 13,480 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,114,555 | 13,237 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,239,192 | 13,619 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,271,380 | 13,390 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,088,924 | 12,596 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,186,681 | 12,369 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,139,473 | 11,421 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $896,194 | 10,073 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $853,932 | 10,519 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $852,075 | 10,073 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $224,200 | 2,647 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $200,347 | 2,406 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $220,834 | 2,702 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $230,398 | 2,893 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||