Essex Bank

Bank

Position in AEP — American Electric Power Co Inc

CIK 1752212 Essex, CT

Position in AEP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$604,015

+$25,036 QoQ

Shares Held

4,415

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,026

of 1,965 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Essex Bank holds $5,392,547 across 11 Utilities - Regulated Electric names. AEP ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	12,293	$1,176,562
2	NEE	Nextera Energy Inc	10,666	$936,154
3	DUK	Duke Energy CORP	6,436	$814,668
4	AEP	American Electric Power Co Inc This page	4,415	$604,015
5	EXC	Exelon Corp	7,497	$349,509
6	D	Dominion Energy, Inc	4,369	$298,358
7	ES	Eversource Energy	3,518	$254,245
8	OGE	Oge Energy Corp.	5,215	$253,761

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,015	4,415	-0.0%	Shares	Sole	2026-07-23
2026-03-31	$578,979	4,417	-1.3%	Shares	Sole	2026-04-17
2025-12-31	$516,011	4,475	+4.2%	Shares	Sole	2026-02-02
2025-09-30	$483,299	4,296	0.0%	Shares	Sole	2025-11-04
2025-06-30	$445,752	4,296	0.0%	Shares	Sole	2025-07-11
2025-03-31	$469,422	4,296	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$396,588	4,300	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$438,511	4,274	+26.6%	Shares	Sole	2024-11-01
2024-06-30	$296,297	3,377	+21.3%	Shares	Sole	2024-07-23
2024-03-31	$239,788	2,785	0.0%	Shares	Sole	2024-04-22
2023-12-31	$226,197	2,785	+3.2%	Shares	Sole	2024-01-22
2023-09-30	$202,942	2,698	+1.9%	Shares	Sole	2023-10-12
2023-06-30	$222,877	2,647	+18.7%	Shares	Sole	2023-07-19
2022-12-31	$211,737	2,230	-21.3%	Shares	Sole	2023-01-18
2022-09-30	$244,999	2,834	+26.6%	Shares	Sole	2022-10-19
2022-06-30	$214,809	2,239	-0.1%	Shares	Sole	2022-07-19
2022-03-31	$223,583	2,241	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.