Position in AEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,661
+$321 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,899
of 1,968 holders
Holding Since
Mar 2020
24 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, 2026Investors Research Corp holds $2,156,480 across 10 Utilities - Regulated Electric names. AEP ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
18,317 | $949,370 | |
| 2 | SO |
Southern Co
|
5,676 | $543,249 | |
| 3 | D |
Dominion Energy, Inc
|
7,865 | $537,100 | |
| 4 | DUK |
Duke Energy CORP
|
600 | $75,948 | |
| 5 | NEE |
Nextera Energy Inc
|
311 | $27,296 | |
| 6 | ES |
Eversource Energy
|
156 | $11,274 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
56 | $7,661 | |
| 8 | XEL |
Xcel Energy Inc
|
33 | $2,649 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,661 | 56 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,340 | 56 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $6,457 | 56 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $6,300 | 56 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $5,810 | 56 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $6,119 | 56 | Shares | Sole | 2025-04-08 | |
| 2024-06-30 | $719,029 | 8,195 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $705,589 | 8,195 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $700,116 | 8,620 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $648,396 | 8,620 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $725,804 | 8,620 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $777,964 | 8,550 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $811,822 | 8,550 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $747,792 | 8,650 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $841,873 | 8,775 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,077,516 | 10,800 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $956,427 | 10,750 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $872,685 | 10,750 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $909,342 | 10,750 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $904,172 | 10,675 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $10,242 | 123 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $10,052 | 123 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $9,795 | 123 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $9,837 | 123 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||