Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,082,658
+$73,202 QoQ
Shares Held
15,223
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#627
of 1,972 holders
Holding Since
Mar 2020
12 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, 2026Hixon Zuercher, LLC holds $10,567,647 across 2 Utilities - Regulated Electric names. AEP ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
96,673 | $8,484,989 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
15,223 | $2,082,658 |
All Filings in AEP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,082,658 | 15,223 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,009,456 | 15,330 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,764,358 | 15,301 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,751,850 | 15,572 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,596,555 | 15,387 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,658,062 | 15,174 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,368,047 | 14,833 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,404,594 | 13,690 | Shares | Sole | 2024-10-30 | |
| 2020-12-31 | $985,750 | 11,838 | Shares | Sole | 2021-10-13 | |
| 2020-09-30 | $981,005 | 12,003 | Shares | Sole | 2021-10-13 | |
| 2020-06-30 | $932,345 | 11,707 | Shares | Sole | 2021-10-13 | |
| 2020-03-31 | $908,572 | 11,360 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||