Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,149,340
+$39,617 QoQ
Shares Held
8,401
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#804
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, 2026WD RUTHERFORD LLC holds $4,348,732 across 2 Utilities - Regulated Electric names. AEP ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
36,452 | $3,199,392 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
8,401 | $1,149,340 |
All Filings in AEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,340 | 8,401 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,109,723 | 8,466 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||