Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$339,151
+$14,204 QoQ
Shares Held
2,479
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,325
of 1,972 holders
Holding Since
Mar 2020
17 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, 2026Salomon & Ludwin, LLC holds $6,937,497 across 25 Utilities - Regulated Electric names. AEP ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
67,733 | $4,625,486 | |
| 2 | DUK |
Duke Energy CORP
|
4,168 | $527,585 | |
| 3 | SO |
Southern Co
|
3,870 | $370,397 | |
| 4 | AEP |
American Electric Power Co Inc
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|
2,479 | $339,151 | |
| 5 | NEE |
Nextera Energy Inc
|
2,786 | $244,527 | |
| 6 | AEE |
Ameren Corp
|
1,042 | $117,787 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,085 | $116,095 | |
| 8 | CNP |
Centerpoint Energy Inc
|
2,226 | $98,033 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,151 | 2,479 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $324,947 | 2,479 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $285,853 | 2,479 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $267,412 | 2,377 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $208,453 | 2,009 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $219,523 | 2,009 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $185,290 | 2,009 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $207,970 | 2,027 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $221,718 | 2,527 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $289,296 | 3,360 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $287,924 | 3,545 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $266,654 | 3,545 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $298,489 | 3,545 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $322,559 | 3,545 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $336,597 | 3,545 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $220,015 | 2,545 | Shares | Sole | 2022-11-03 | |
| 2020-03-31 | $33,671 | 421 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||