Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$74,561
-$19,292 QoQ
Shares Held
545
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,735
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026Operose Advisors LLC holds $408,647 across 9 Utilities - Regulated Electric names. AEP ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
1,580 | $184,496 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
545 | $74,561 | |
| 3 | NEE |
Nextera Energy Inc
|
563 | $49,414 | |
| 4 | OGE |
Oge Energy Corp.
|
537 | $26,130 | |
| 5 | LNT |
Alliant Energy Corp
|
341 | $26,014 | |
| 6 | PPL |
PPL Corp
|
706 | $25,663 | |
| 7 | D |
Dominion Energy, Inc
|
200 | $13,658 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
100 | $8,116 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,561 | 545 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $93,853 | 716 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $62,267 | 540 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $60,750 | 540 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,030 | 540 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,224 | 240 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $22,135 | 240 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $76,129 | 742 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $65,103 | 742 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $63,886 | 742 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $60,265 | 742 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $75,295 | 1,001 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,312 | 360 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $32,756 | 360 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $34,182 | 360 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,122 | 360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,025 | 240 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,944 | 240 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,352 | 240 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||