CX Institutional

Position in AEP — American Electric Power Co Inc

CIK 1737089 AUBURN, IN

Position in AEP

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$2,301,691

-$96,286 QoQ

Shares Held

16,824

-8.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#594

of 1,972 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. AEP ranks #1 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,301,691	16,824	-8.0%	Shares	Sole	2026-07-02
2026-03-31	$2,397,977	18,294	+48.4%	Shares	Sole	2026-04-06
2025-12-31	$1,421,080	12,324	-20.3%	Shares	Sole	2026-02-02
2025-09-30	$1,740,487	15,471	+150.6%	Shares	Sole	2025-10-23
2025-06-30	$640,510	6,173	+3.1%	Shares	Sole	2025-07-16
2025-03-31	$654,308	5,988	+68.2%	Shares	Sole	2025-04-15
2024-12-31	$328,431	3,561	-6.7%	Shares	Sole	2025-01-21
2024-09-30	$391,624	3,817	-2.3%	Shares	Sole	2024-10-11
2024-06-30	$342,712	3,906	+5.9%	Shares	Sole	2024-07-11
2024-03-31	$317,450	3,687	+23.9%	Shares	Sole	2024-04-15
2023-12-31	$241,629	2,975	-1.7%	Shares	Sole	2024-01-12
2023-09-30	$227,615	3,026	-26.4%	Shares	Sole	2023-10-18
2023-06-30	$345,977	4,109	+1.2%	Shares	Sole	2023-07-26
2023-03-31	$369,328	4,059	+1.7%	Shares	Sole	2023-05-04
2022-12-31	$379,040	3,992	+49.7%	Shares	Sole	2023-02-03
2022-09-30	$230,562	2,667	-90.9%	Shares	Sole	2022-11-04
2022-06-30	$2,825,912	29,455	-1.8%	Shares	Sole	2022-08-02
2022-03-31	$2,991,703	29,986	+1327.9%	Shares	Sole	2022-05-09
2021-09-30	$170,478	2,100	-6.1%	Shares	Sole	2021-11-10
2021-06-30	$189,143	2,236	+8.2%	Shares	Sole	2021-08-04
2021-03-31	$174,990	2,066	+68.5%	Shares	Sole	2021-04-15
2020-12-31	$102,089	1,226	+3.8%	Shares	Sole	2021-01-12
2020-09-30	$96,523	1,181	+47.4%	Shares	Sole	2020-10-13
2020-06-30	$63,791	801	-4.0%	Shares	Sole	2020-08-06
2020-03-31	$66,703	834	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.