Vestmark Advisory Solutions, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1736982 Wakefield, MA

Position in AEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,836,942

-$227,351 QoQ

Shares Held

49,974

-7.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#383

of 1,968 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 47% Shared 0% None 53%

Utilities · as of Jun 30, 2026

Vestmark Advisory Solutions, Inc. holds $63,030,703 across 19 Utilities - Regulated Electric names. AEP ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	174,727	$15,335,788
2	SO	Southern Co	76,426	$7,314,732
3	AEP	American Electric Power Co Inc This page	49,974	$6,836,942
4	D	Dominion Energy, Inc	83,617	$5,710,204
5	WEC	Wec Energy Group, Inc.	40,494	$4,728,483
6	ETR	Entergy Corp /De/	37,368	$4,292,088
7	XEL	Xcel Energy Inc	46,626	$3,744,067
8	NGG	National Grid PLC	37,747	$3,128,092

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,836,942	49,974	-7.3%	Shares	Sole	2026-08-14
2026-03-31	$7,064,293	53,893	-8.0%	Shares	Other	2026-05-15
2025-12-31	$6,752,783	58,562	+429.9%	Shares	Other	2026-02-06
2023-06-30	$930,578	11,052	+8.5%	Shares	Sole	2023-08-07
2023-03-31	$927,188	10,190	+7.1%	Shares	Sole	2023-05-09
2022-12-31	$903,639	9,517	+14.9%	Shares	Sole	2023-01-20
2022-09-30	$715,978	8,282	-2.7%	Shares	Sole	2022-11-03
2022-06-30	$817,025	8,516	-18.5%	Shares	Sole	2022-08-04
2022-03-31	$1,041,997	10,444	+37.5%	Shares	Sole	2022-04-27
2021-12-31	$675,549	7,593	+6.4%	Shares	Sole	2022-01-31
2021-09-30	$579,219	7,135	+34.5%	Shares	Sole	2021-11-15
2021-06-30	$448,580	5,303	+51.6%	Shares	Sole	2021-08-09
2021-03-31	$296,195	3,497	+36.1%	Shares	Sole	2021-05-10
2020-12-31	$213,920	2,569	-6.8%	Shares	Sole	2021-02-04
2020-09-30	$225,247	2,756	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.