Position in AEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$20,111
+$843 QoQ
Shares Held
147
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,836
of 1,965 holders
Holding Since
Jun 2021
20 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, 2026Pacifica Partners Inc. holds $1,169,842 across 8 Utilities - Regulated Electric names. AEP ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
9,486 | $542,883 | |
| 2 | NEE |
Nextera Energy Inc
|
4,971 | $436,304 | |
| 3 | DUK |
Duke Energy CORP
|
827 | $104,681 | |
| 4 | SO |
Southern Co
|
580 | $55,511 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
147 | $20,111 | |
| 6 | XEL |
Xcel Energy Inc
|
45 | $3,613 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
33 | $3,531 | |
| 8 | ED |
Consolidated Edison Inc
|
29 | $3,208 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,111 | 147 | Shares | Defined | 2026-07-13 | |
| 2026-03-31 | $19,268 | 147 | Shares | Defined | 2026-04-09 | |
| 2025-09-30 | $16,537 | 147 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $15,252 | 147 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $6,556 | 60 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $360,711 | 3,911 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $443,847 | 4,326 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $374,298 | 4,266 | Shares | Defined | 2024-07-11 | |
| 2024-03-31 | $375,051 | 4,356 | Shares | Defined | 2024-04-12 | |
| 2023-12-31 | $326,179 | 4,016 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $29,411 | 391 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $1,347 | 16 | Shares | Defined | 2023-07-17 | |
| 2023-03-31 | $1,455 | 16 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $1,519 | 16 | Shares | Defined | 2023-01-19 | |
| 2022-09-30 | $1,383 | 16 | Shares | Defined | 2022-10-14 | |
| 2022-06-30 | $1,535 | 16 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,596 | 16 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $2,847 | 32 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $2,597 | 32 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $2,706 | 32 | Shares | Defined | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||