Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$524,529
-$54,713 QoQ
Shares Held
3,834
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,094
of 1,965 holders
Holding Since
Jun 2020
23 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, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. AEP ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
3,834 | $524,529 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,529 | 3,834 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $579,242 | 4,419 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $587,619 | 5,096 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $615,487 | 5,471 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $530,421 | 5,112 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $547,333 | 5,009 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $400,462 | 4,342 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $483,656 | 4,714 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $783,079 | 8,925 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $835,342 | 9,702 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $737,883 | 9,085 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $503,673 | 6,696 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $394,056 | 4,680 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $239,394 | 2,631 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $937,621 | 9,773 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $992,412 | 9,947 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $886,675 | 9,966 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $796,700 | 9,814 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $681,626 | 8,058 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $646,938 | 7,638 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $464,979 | 5,584 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $424,832 | 5,198 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $445,028 | 5,588 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||