Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$967,246
+$53,357 QoQ
Shares Held
7,070
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#850
of 1,972 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Siemens Fonds Invest GmbH holds $35,733,735 across 22 Utilities - Regulated Electric names. AEP ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
97,725 | $8,577,323 | |
| 2 | XEL |
Xcel Energy Inc
|
44,132 | $3,543,799 | |
| 3 | ES |
Eversource Energy
|
44,938 | $3,247,669 | |
| 4 | CMS |
Cms Energy Corp
|
37,240 | $2,848,860 | |
| 5 | DUK |
Duke Energy CORP
|
22,168 | $2,806,025 | |
| 6 | SO |
Southern Co
|
28,481 | $2,725,916 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,740 | $2,305,039 | |
| 8 | AEE |
Ameren Corp
|
20,075 | $2,269,278 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,246 | 7,070 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $913,889 | 6,972 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $800,597 | 6,943 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,123,762 | 9,989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,036,458 | 9,989 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,083,412 | 9,915 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $434,716 | 4,237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,471 | 3,265 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $462,615 | 5,373 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $622,957 | 7,670 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $477,421 | 6,347 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $534,417 | 6,347 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $577,513 | 6,347 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $608,819 | 6,412 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $611,374 | 7,072 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $711,778 | 7,419 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $737,400 | 7,391 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $650,637 | 7,313 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $702,207 | 8,650 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||