Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$308,096
+$48,951 QoQ
Shares Held
2,252
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,356
of 1,965 holders
Holding Since
Dec 2022
9 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, 2026Carson Advisory Inc. holds $23,078,400 across 7 Utilities - Regulated Electric names. AEP ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
70,389 | $6,736,931 | |
| 2 | EIX |
Edison International
|
71,827 | $5,347,520 | |
| 3 | D |
Dominion Energy, Inc
|
74,040 | $5,056,191 | |
| 4 | DUK |
Duke Energy CORP
|
30,595 | $3,872,715 | |
| 5 | NEE |
Nextera Energy Inc
|
12,351 | $1,084,047 | |
| 6 | PCG |
PG&E Corp
|
40,006 | $672,900 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
2,252 | $308,096 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,096 | 2,252 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $259,145 | 1,977 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $227,967 | 1,977 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $222,412 | 1,977 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $205,133 | 1,977 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $216,026 | 1,977 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $200,070 | 1,950 | Shares | Sole | 2024-11-01 | |
| 2023-03-31 | $204,545 | 2,248 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $213,447 | 2,248 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||