Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,309,675
+$1,100,558 QoQ
Shares Held
46,120
+16.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#395
of 1,972 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vident Advisory, LLC holds $90,822,688 across 38 Utilities - Regulated Electric names. AEP ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
123,704 | $10,857,497 | |
| 2 | DUK |
Duke Energy CORP
|
66,142 | $8,372,252 | |
| 3 | SO |
Southern Co
|
81,173 | $7,769,067 | |
| 4 | AEP |
American Electric Power Co Inc
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|
46,120 | $6,309,675 | |
| 5 | ETR |
Entergy Corp /De/
|
45,355 | $5,209,473 | |
| 6 | EXC |
Exelon Corp
|
94,960 | $4,427,033 | |
| 7 | NGG |
National Grid PLC
|
50,224 | $4,162,061 | |
| 8 | XEL |
Xcel Energy Inc
|
50,472 | $4,052,900 |
All Filings in AEP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,309,675 | 46,120 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,209,117 | 39,740 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,927,257 | 25,386 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $2,939,062 | 26,125 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,122,513 | 20,456 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,194,141 | 20,080 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,144,850 | 12,413 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,137,526 | 11,087 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,391,588 | 38,655 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $817,519 | 9,495 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,322,222 | 40,904 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $862,622 | 11,468 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||