Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$684,734
+$27,762 QoQ
Shares Held
5,005
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#975
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Procyon Advisors, LLC holds $11,596,857 across 15 Utilities - Regulated Electric names. AEP ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,521 | $2,591,058 | |
| 2 | SO |
Southern Co
|
15,573 | $1,490,491 | |
| 3 | DTE |
Dte Energy Co
|
9,128 | $1,390,833 | |
| 4 | XEL |
Xcel Energy Inc
|
13,831 | $1,110,629 | |
| 5 | DUK |
Duke Energy CORP
|
6,356 | $804,542 | |
| 6 | AEE |
Ameren Corp
|
6,677 | $754,768 | |
| 7 | ED |
Consolidated Edison Inc
|
6,255 | $691,990 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
5,005 | $684,734 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,734 | 5,005 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $656,972 | 5,012 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $483,610 | 4,194 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $596,362 | 5,301 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $849,690 | 8,189 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $941,251 | 8,614 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $707,957 | 7,676 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $811,873 | 7,913 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $775,095 | 8,834 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $807,187 | 9,375 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $804,727 | 9,908 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $787,252 | 10,466 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $901,613 | 10,708 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $854,214 | 9,388 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $685,254 | 7,217 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $620,538 | 7,178 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $814,242 | 8,487 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,192,750 | 11,955 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,000,378 | 11,244 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $876,419 | 10,796 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $826,782 | 9,774 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $439,593 | 5,190 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $574,563 | 6,900 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $506,726 | 6,200 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $495,759 | 6,225 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $547,143 | 6,841 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||