Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$301,529
+$18,659 QoQ
Shares Held
2,204
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,379
of 1,972 holders
Holding Since
Mar 2022
10 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, 2026LCM Capital Management Inc holds $2,263,647 across 7 Utilities - Regulated Electric names. AEP ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
4,292 | $492,979 | |
| 2 | SO |
Southern Co
|
4,191 | $401,120 | |
| 3 | DUK |
Duke Energy CORP
|
2,629 | $332,778 | |
| 4 | AEP |
American Electric Power Co Inc
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|
2,204 | $301,529 | |
| 5 | XEL |
Xcel Energy Inc
|
3,561 | $285,948 | |
| 6 | NEE |
Nextera Energy Inc
|
2,840 | $249,266 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,713 | $200,027 |
All Filings in AEP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,529 | 2,204 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $282,870 | 2,158 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $242,727 | 2,105 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $229,387 | 2,039 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $211,566 | 2,039 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $217,665 | 1,992 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $204,379 | 1,992 | Shares | Sole | 2024-10-28 | |
| 2022-12-31 | $202,623 | 2,134 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $204,735 | 2,134 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $207,222 | 2,077 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||