Ethic Inc.

Position in AEP — American Electric Power Co Inc

CIK 1780570 NEW YORK, NY

Position in AEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,968,011

+$127,779 QoQ

Shares Held

14,385

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#644

of 1,972 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

Ethic Inc. holds $124,417,618 across 31 Utilities - Regulated Electric names. AEP ranks #20 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	387,468	$18,063,758
2	ED	Consolidated Edison Inc	162,939	$18,025,941
3	EIX	Edison International	137,989	$10,273,281
4	PEG	Public Service Enterprise Group Inc	123,610	$10,032,187
5	ES	Eversource Energy	132,466	$9,573,317
6	AEE	Ameren Corp	44,383	$5,017,054
7	EVRG	Evergy, Inc.	55,341	$4,783,122
8	NEE	Nextera Energy Inc	47,807	$4,196,020

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,968,011	14,385	+2.5%	Shares	Sole	2026-07-29
2026-03-31	$1,840,232	14,039	+1.4%	Shares	Sole	2026-04-27
2025-12-31	$1,596,928	13,849	+11.7%	Shares	Sole	2026-02-03
2025-09-30	$1,394,662	12,397	+1.2%	Shares	Sole	2025-10-17
2025-06-30	$1,270,437	12,244	+10.8%	Shares	Sole	2025-07-30
2025-03-31	$1,207,979	11,055	+53.0%	Shares	Sole	2025-05-13
2024-12-31	$666,269	7,224	+93.1%	Shares	Sole	2025-02-14
2024-06-30	$328,235	3,741	-16.5%	Shares	Sole	2024-08-13
2023-12-31	$363,784	4,479	+31.3%	Shares	Sole	2024-02-14
2023-06-30	$287,122	3,410	-10.0%	Shares	Sole	2023-08-14
2023-03-31	$344,852	3,790	+15.5%	Shares	Sole	2023-05-12
2022-12-31	$311,436	3,280	-66.6%	Shares	Sole	2023-02-14
2022-09-30	$849,544	9,827	+6.5%	Shares	Sole	2022-11-14
2022-06-30	$885,142	9,226	+80.2%	Shares	Sole	2022-08-10
2022-03-31	$510,822	5,120	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.