Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,751,411
+$215,126 QoQ
Shares Held
34,730
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#449
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026First Pacific Financial holds $8,931,011 across 8 Utilities - Regulated Electric names. AEP ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
34,730 | $4,751,411 | |
| 2 | NEE |
Nextera Energy Inc
|
20,634 | $1,811,046 | |
| 3 | NGG |
National Grid PLC
|
20,118 | $1,667,178 | |
| 4 | POR |
Portland General Electric Co /Or/
|
9,395 | $486,942 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
902 | $105,326 | |
| 6 | DUK |
Duke Energy CORP
|
640 | $81,011 | |
| 7 | D |
Dominion Energy, Inc
|
221 | $15,092 | |
| 8 | CMS |
Cms Energy Corp
|
170 | $13,005 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,751,411 | 34,730 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,536,285 | 34,607 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,914,889 | 33,951 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,794,962 | 33,733 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,674,932 | 25,780 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||