Position in AEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$512,216
+$296,846 QoQ
Shares Held
3,744
+41.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,105
of 1,965 holders
Holding Since
Dec 2020
3 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, 2026Cooper Financial Group holds $3,887,595 across 7 Utilities - Regulated Electric names. AEP ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,481 | $1,095,457 | |
| 2 | EXC |
Exelon Corp
|
13,161 | $613,565 | |
| 3 | SO |
Southern Co
|
6,326 | $605,461 | |
| 4 | AEP |
American Electric Power Co Inc
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|
3,744 | $512,216 | |
| 5 | DUK |
Duke Energy CORP
|
3,392 | $429,359 | |
| 6 | ED |
Consolidated Edison Inc
|
3,730 | $412,649 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,697 | $218,888 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,216 | 3,744 | Shares | Sole | 2026-07-08 | |
| 2021-09-30 | $215,370 | 2,653 | Shares | Sole | 2021-10-06 | |
| 2020-12-31 | $281,952 | 3,386 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||