Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$160,341
+$6,322 QoQ
Shares Held
1,172
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,657
of 1,972 holders
Holding Since
Sep 2020
18 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, 2026Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. AEP ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,391 | $682,392 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,494 | $524,764 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
5,970 | $427,571 | |
| 4 | NEE |
Nextera Energy Inc
|
3,830 | $336,159 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
2,618 | $280,126 | |
| 6 | PPL |
PPL Corp
|
7,270 | $264,264 | |
| 7 | ETR |
Entergy Corp /De/
|
1,456 | $167,236 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
1,172 | $160,341 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,341 | 1,172 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $154,019 | 1,175 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $131,684 | 1,142 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $126,562 | 1,125 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $100,128 | 965 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $76,489 | 700 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $65,298 | 708 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $59,918 | 584 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $50,801 | 579 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $20,664 | 240 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $32,585 | 387 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $56,413 | 620 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $65,040 | 685 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $54,722 | 633 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,493 | 568 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $23,944 | 240 | Shares | Sole | 2022-04-27 | |
| 2020-12-31 | $1,915 | 23 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,206 | 27 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||