Cresset Asset Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1761013
Chicago, IL
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,832,980
+$495,571 QoQ
Shares Held
13,398
+31.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#664
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. AEP ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,249 | $26,001,774 | |
| 2 | PPL |
PPL Corp
|
295,058 | $10,725,358 | |
| 3 | EXC |
Exelon Corp
|
220,583 | $10,283,579 | |
| 4 | ED |
Consolidated Edison Inc
|
77,546 | $8,578,913 | |
| 5 | XEL |
Xcel Energy Inc
|
87,465 | $7,023,439 | |
| 6 | ES |
Eversource Energy
|
84,891 | $6,135,072 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,059 | $2,225,519 | |
| 8 | DUK |
Duke Energy CORP
|
17,146 | $2,170,340 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,980 | 13,398 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,337,409 | 10,203 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $667,298 | 5,787 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $794,025 | 7,058 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $674,958 | 6,505 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $894,156 | 8,183 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $879,874 | 9,540 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,968,157 | 38,676 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,179,609 | 36,239 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,944,275 | 34,196 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,496,053 | 30,732 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,399,894 | 31,905 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,903,468 | 34,483 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,473,401 | 16,193 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,728,184 | 18,201 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $961,929 | 11,127 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,566,604 | 16,329 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,856,420 | 18,607 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,749,861 | 19,668 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,606,065 | 19,784 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,615,246 | 19,095 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,627,510 | 19,215 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,520,093 | 18,255 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,586,787 | 19,415 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,440,209 | 18,084 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $450,927 | 5,638 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||