Position in AEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$554,217
+$23,737 QoQ
Shares Held
4,051
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,065
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DAGCO, INC. holds $1,940,456 across 2 Utilities - Regulated Electric names. AEP ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,794 | $1,386,239 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
4,051 | $554,217 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,217 | 4,051 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $530,480 | 4,047 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $466,313 | 4,044 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $454,387 | 4,039 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $418,671 | 4,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $440,358 | 4,030 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $371,317 | 4,026 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $426,816 | 4,160 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,647 | 4,156 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $357,315 | 4,150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,436 | 227 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $477,647 | 6,350 | Shares | Sole | 2023-12-07 | |
| 2023-06-30 | $419,737 | 4,985 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $466,778 | 5,130 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $486,618 | 5,125 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $442,710 | 5,121 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $490,924 | 5,117 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $510,124 | 5,113 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $454,458 | 5,108 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $424,084 | 5,224 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $445,704 | 5,269 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $488,295 | 5,765 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $739,437 | 8,880 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $725,190 | 8,873 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $706,167 | 8,867 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $726,778 | 9,087 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||