Position in AEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,514
-$40,708 QoQ
Shares Held
33
-90.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,921
of 1,972 holders
Holding Since
Mar 2026
2 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, 2026Gleason Group, Inc. holds $2,180,539 across 7 Utilities - Regulated Electric names. AEP ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
17,743 | $1,698,182 | |
| 2 | DUK |
Duke Energy CORP
|
2,337 | $295,817 | |
| 3 | ED |
Consolidated Edison Inc
|
764 | $84,521 | |
| 4 | D |
Dominion Energy, Inc
|
1,002 | $68,426 | |
| 5 | ES |
Eversource Energy
|
304 | $21,970 | |
| 6 | NEE |
Nextera Energy Inc
|
81 | $7,109 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
33 | $4,514 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,514 | 33 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $45,222 | 345 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||