Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$305,223
+$37,427 QoQ
Shares Held
2,231
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,370
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026WADDELL & ASSOCIATES, LLC holds $8,156,465 across 11 Utilities - Regulated Electric names. AEP ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
26,163 | $1,947,835 | |
| 2 | PCG |
PG&E Corp
|
101,929 | $1,714,445 | |
| 3 | ES |
Eversource Energy
|
18,807 | $1,359,181 | |
| 4 | DTE |
Dte Energy Co
|
4,502 | $685,969 | |
| 5 | DUK |
Duke Energy CORP
|
4,273 | $540,876 | |
| 6 | ED |
Consolidated Edison Inc
|
3,348 | $370,389 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,420 | $358,727 | |
| 8 | OGE |
Oge Energy Corp.
|
6,739 | $327,919 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,223 | 2,231 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $267,796 | 2,043 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $250,107 | 2,169 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $257,962 | 2,293 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||