Position in AEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$7,388,150
+$773,198 QoQ
Shares Held
54,003
+7.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#370
of 1,972 holders
Holding Since
Dec 2021
17 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, 2026CoreCap Advisors, LLC holds $32,044,733 across 29 Utilities - Regulated Electric names. AEP ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
54,003 | $7,388,150 | |
| 2 | EIX |
Edison International
|
80,959 | $6,027,397 | |
| 3 | FE |
Firstenergy Corp
|
120,491 | $5,728,142 | |
| 4 | DTE |
Dte Energy Co
|
32,311 | $4,923,227 | |
| 5 | NEE |
Nextera Energy Inc
|
21,144 | $1,855,808 | |
| 6 | D |
Dominion Energy, Inc
|
18,791 | $1,283,237 | |
| 7 | SO |
Southern Co
|
12,554 | $1,201,543 | |
| 8 | DUK |
Duke Energy CORP
|
8,994 | $1,138,460 |
All Filings in AEP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,388,150 | 54,003 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $6,614,952 | 50,465 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,279,468 | 45,785 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,719,262 | 41,949 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,859,041 | 37,192 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,864,770 | 35,369 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,738,124 | 29,688 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $562,350 | 5,481 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $471,569 | 5,477 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $435,095 | 5,357 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $369,029 | 4,906 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $421,926 | 5,011 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $485,289 | 5,111 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $457,406 | 5,291 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $535,345 | 5,580 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $613,286 | 6,147 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $619,942 | 6,968 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||