Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$109,448
+$5,371 QoQ
Shares Held
800
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,692
of 1,972 holders
Holding Since
Dec 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, 2026SITTNER & NELSON, LLC holds $1,901,051 across 13 Utilities - Regulated Electric names. AEP ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
3,889 | $492,269 | |
| 2 | NEE |
Nextera Energy Inc
|
3,449 | $302,718 | |
| 3 | SO |
Southern Co
|
3,099 | $296,605 | |
| 4 | ED |
Consolidated Edison Inc
|
2,435 | $269,384 | |
| 5 | EIX |
Edison International
|
3,038 | $226,179 | |
| 6 | D |
Dominion Energy, Inc
|
2,107 | $143,887 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
800 | $109,448 | |
| 8 | DTE |
Dte Energy Co
|
363 | $55,310 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,448 | 800 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $104,077 | 794 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $91,556 | 794 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $89,325 | 794 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $82,385 | 794 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $86,760 | 794 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,230 | 794 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $81,464 | 794 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $69,665 | 794 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $68,363 | 794 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $64,488 | 794 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $59,724 | 794 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $66,854 | 794 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $72,246 | 794 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $75,390 | 794 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $68,641 | 794 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $76,176 | 794 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $79,217 | 794 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $70,642 | 794 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $64,456 | 794 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $67,164 | 794 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $67,251 | 794 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $32,808 | 394 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||