Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$190,302
+$8,363 QoQ
Shares Held
1,391
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,633
of 1,965 holders
Holding Since
Mar 2020
26 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, 2026TSFG, LLC holds $1,976,409 across 22 Utilities - Regulated Electric names. AEP ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
5,205 | $607,787 | |
| 2 | EXC |
Exelon Corp
|
7,216 | $336,409 | |
| 3 | AEP |
American Electric Power Co Inc
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|
1,391 | $190,302 | |
| 4 | ETR |
Entergy Corp /De/
|
1,118 | $128,413 | |
| 5 | NEE |
Nextera Energy Inc
|
1,306 | $114,627 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
944 | $76,615 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
669 | $71,583 | |
| 8 | ED |
Consolidated Edison Inc
|
598 | $66,156 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,302 | 1,391 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $181,939 | 1,388 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $159,819 | 1,386 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $155,700 | 1,384 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $143,396 | 1,382 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $150,683 | 1,379 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $126,908 | 1,376 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $140,869 | 1,373 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $120,291 | 1,371 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $117,784 | 1,368 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $110,784 | 1,364 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $113,732 | 1,512 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $84,789 | 1,007 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $91,262 | 1,003 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $94,760 | 998 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $86,017 | 995 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $96,515 | 1,006 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $98,572 | 988 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $87,635 | 985 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $38,073 | 469 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $39,334 | 465 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $27,442 | 324 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $26,812 | 322 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $26,153 | 320 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $25,325 | 318 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $25,273 | 316 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||