Position in AEP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$5,499,985
+$628,715 QoQ
Shares Held
41,959
-0.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Guardian Partners Inc. holds $63,497,284 across 6 Utilities - Regulated Electric names. AEP ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
307,724 | $17,167,921 | |
| 2 | DUK |
Duke Energy CORP
|
124,370 | $16,285,007 | |
| 3 | NGG |
National Grid PLC
|
171,170 | $14,480,982 | |
| 4 | EMA |
Emera Inc
|
186,438 | $9,670,539 | |
| 5 | AEP |
American Electric Power Co Inc
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|
41,959 | $5,499,985 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,853 | $392,850 |
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,499,985 | 41,959 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,871,270 | 42,245 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,824,562 | 42,885 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,642,222 | 44,740 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,146,070 | 47,095 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,367,182 | 47,351 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||