Ameritas Advisory Services, LLC
Position in AEP — American Electric Power Co Inc
CIK 1901275
LINCOLN, NE
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,779,898
+$46,365 QoQ
Shares Held
13,010
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#667
of 1,972 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. AEP ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779,898 | 13,010 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,733,533 | 13,225 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,633,135 | 14,163 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $322,425 | 2,866 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $967,665 | 9,326 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,292,117 | 11,825 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,125,113 | 12,199 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,253,566 | 12,218 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,090,520 | 12,429 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,121,108 | 13,021 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,489,331 | 18,337 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,369,831 | 18,211 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $236,265 | 2,806 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $523,101 | 5,749 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $985,106 | 10,375 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $571,088 | 6,606 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $587,920 | 6,128 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $615,979 | 6,174 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $554,905 | 6,237 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||