Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$258,844
+$13,332 QoQ
Shares Held
1,892
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,476
of 1,971 holders
Holding Since
Mar 2021
12 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, 2026CERTUITY, LLC holds $8,804,280 across 17 Utilities - Regulated Electric names. AEP ranks #15 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,158 | $1,944,807 | |
| 2 | ED |
Consolidated Edison Inc
|
9,028 | $998,767 | |
| 3 | DUK |
Duke Energy CORP
|
6,212 | $786,314 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
4,649 | $497,443 | |
| 5 | ES |
Eversource Energy
|
6,445 | $465,780 | |
| 6 | SO |
Southern Co
|
4,685 | $448,401 | |
| 7 | EXC |
Exelon Corp
|
9,470 | $441,491 | |
| 8 | AEE |
Ameren Corp
|
3,771 | $426,273 |
All Filings in AEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,844 | 1,892 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $245,512 | 1,873 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $247,801 | 2,149 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $278,662 | 2,477 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $221,942 | 2,139 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $245,311 | 2,245 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $245,055 | 2,657 | Shares | Sole | 2025-01-29 | |
| 2022-03-31 | $234,259 | 2,348 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $441,647 | 4,964 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $547,640 | 6,746 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $379,470 | 4,486 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $331,854 | 3,918 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||