Rosenberg Matthew Hamilton
Position in AEP — American Electric Power Co Inc
CIK 1812103
GRAND JUNCTION, CO
Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$201,110
+$8,423 QoQ
Shares Held
1,470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,622
of 1,968 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, 2026Rosenberg Matthew Hamilton holds $2,829,320 across 18 Utilities - Regulated Electric names. AEP ranks #8 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,654 | $445,434 | |
| 2 | DUK |
Duke Energy CORP
|
3,100 | $392,398 | |
| 3 | NEE |
Nextera Energy Inc
|
3,942 | $345,989 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,715 | $301,509 | |
| 5 | XEL |
Xcel Energy Inc
|
3,427 | $275,188 | |
| 6 | D |
Dominion Energy, Inc
|
3,208 | $219,074 | |
| 7 | EXC |
Exelon Corp
|
4,580 | $213,519 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
1,470 | $201,110 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,110 | 1,470 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $192,687 | 1,470 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $169,505 | 1,470 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $171,562 | 1,525 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $148,688 | 1,433 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $257,330 | 2,355 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $217,201 | 2,355 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $265,939 | 2,592 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $227,422 | 2,592 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $212,580 | 2,469 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $208,897 | 2,572 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $172,629 | 2,295 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $217,741 | 2,586 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $235,300 | 2,586 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $245,540 | 2,586 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $222,608 | 2,575 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $242,056 | 2,523 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $251,719 | 2,523 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $183,278 | 2,060 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $109,998 | 1,355 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $176,116 | 2,082 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $180,241 | 2,128 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $177,032 | 2,126 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $136,162 | 1,666 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $132,680 | 1,666 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $133,246 | 1,666 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||