MTM Investment Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1831416
SPARTANBURG, SC
Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$224,778
+$9,545 QoQ
Shares Held
1,643
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,553
of 1,972 holders
Holding Since
Mar 2022
8 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, 2026MTM Investment Management, LLC holds $7,779,629 across 15 Utilities - Regulated Electric names. AEP ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,669 | $4,179,559 | |
| 2 | DUK |
Duke Energy CORP
|
12,516 | $1,584,275 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
2,610 | $304,769 | |
| 4 | CNP |
Centerpoint Energy Inc
|
6,167 | $271,594 | |
| 5 | D |
Dominion Energy, Inc
|
3,540 | $241,746 | |
| 6 | EXC |
Exelon Corp
|
5,148 | $239,999 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
1,643 | $224,778 | |
| 8 | NEE |
Nextera Energy Inc
|
2,242 | $196,780 |
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,778 | 1,643 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $215,233 | 1,642 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $234,540 | 2,034 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $228,712 | 2,033 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $210,840 | 2,032 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $221,927 | 2,031 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $208,380 | 2,031 | Shares | Sole | 2024-11-08 | |
| 2022-03-31 | $202,632 | 2,031 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||